A nationally recognized, Memphis-based RIA with over $3 billion in assets under management is seeking a Sales Manager to lead and support its high-performing team of Financial Advisors. This leadership role is designed to enhance advisor growth, accountability, and cohesion as the firm continues to scale.
This opportunity is ideal for a seasoned leader with experience in the financial services industry, strong interpersonal and coaching skills, and the ability to bring structure and accountability to a collaborative, advisor-first culture. Candidates must be based in Memphis and available to work full-time in-office, Monday through Friday.
Key Responsibilities:
- Lead, coach, and develop a team of Financial Advisors at varying levels of experience
- Set and manage individual advisor goals and performance expectations
- Conduct regular one-on-one check-ins and provide ongoing mentorship
- Deliver annual reviews, manage performance documentation, and oversee advisor accountability
- Lead team meetings and training sessions at a cadence you determine
- Oversee onboarding and training of new advisors, including development of internal education pathways
- Participate in firm leadership meetings
- Collaborate with senior leadership on compensation frameworks and performance structures
- Play an active role in advisor recruitment and cultural alignment
Role Requirements:
- Minimum 5+ years of experience in the financial services or RIA industry
- Prior leadership or management experience strongly preferred
- Proven ability to coach and develop sales professionals in a performance-driven environment
- Strong leadership presence, professionalism, and the ability to uphold a culture of accountability
- Active Series 65 or 66 license REQUIRED
- Must be based in Memphis and available to work on-site from 8:30 AM – 4:30 PM, Monday through Friday
Compensation:
- Highly competitive and flexible compensation package
- Structure may include salary, performance bonuses, production overrides, and payout on personal book of business
- Final structure will be customized based on candidate background and production
This is a rare opportunity to step into a high-impact leadership role at one of the most respected independent firms in the region — built for collaboration, service, and long-term success.