Sr. Manager, Advised 401k Sales

📋 Description

• Run pipeline reviews with AEs, holding deals to qualification standards
• Coach reps on working with financial advisors and RIAs, building trust
• Manage TAL coverage; prioritize high-value advisors and firms
• Join advisor calls to coach on positioning, pricing, and objections
• Own forecast accuracy for the channel; roll up activity into metrics
• Review win/loss data and deal velocity; adjust coaching or processes as needed

🎯 Requirements

• 3+ years leading a quota-carrying B2B sales team, ideally channel/partner-driven
• Experience selling into financial advisors, RIAs, or broker-dealers preferred
• Track record of improving win rates or pipeline quality via coaching and process
• Comfortable with data: read pipeline dashboards; understand qualification criteria and forecast categories
• Experience building or running sales playbooks, QBR structures, or account planning frameworks
• Has managed a team through market disruption (M&A, new entrants, pricing shifts) and adjusted strategy

🎁 Benefits

• Medical, dental, vision; life and AD&D; disability; infertility support; EAP; transit benefits; FSA/HSA
• Equity for all employees, including new hire and refresher grants
• Flexible paid time off, parental leave, and a four-week sabbatical in year six
• Company-paid professional coaching
• Day-one 401(k) match plus matching on qualified student loan payments