Director of Retail Sales & Recruiting; Advisory

Director of Retial Sales & Recruiting (Advisory)

Exempt

Full Time

The Director of Sales & Recruiting (Partner Development) serves as a strategic partner and operational leader responsible for extending the effectiveness and capacity of the Vice President of Retail Sales & Recruiting. This individual manages high-priority initiatives from conception through execution, coordinates cross‑functional projects, drives operational excellence, oversees key recruiting (for advisors & financial centers) and sales initiatives and serves as a trusted advisor to the VP.

The role requires exceptional judgment, business acumen, organizational leadership, and the ability to independently drive projects from Point A through Point Z with minimal oversight.

Location: On‑Site at our Carpinteria, CA Headquarters

Salary Range: Salary range is between $85k and $95k annually, however, it is ultimately determined by the scope of the position the candidate’s relevant experience, credentials/certifications, and internal equity. We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more.

• Drive executive meeting preparation, establish strategic agendas, facilitate follow‑up, and ensure accountability for action items across departments.
• Design and oversee executive recruiting experiences, ensuring a highly coordinated, white‑glove candidate experience that reflects the organization’s culture and strategic priorities.
• Own the planning, execution, and continuous improvement of national recruiting events, executive presentations, webinars, and strategic recruiting campaigns.

• Serve as the primary strategic advisor and thought partner to the Vice President of Retail Sales.
• Anticipate organizational needs and proactively identify solutions before issues arise.
• Represent the Vice President in meetings and cross‑functional initiatives when appropriate.
• Ensure executive priorities remain aligned across departments.

• Independently lead strategic initiatives from concept through implementation.
• Develop project plans, establish milestones, manage timelines, and ensure successful execution.
• Remove obstacles and drive accountability across multiple business units.
• Prepare executive‑level recommendations supported by data and business analysis.
• Lead all new advisors through the transition process.
• Lead the creation of materials from an idea for various conferences & webinars.

• Lead cross‑functional initiatives involving Marketing, Recruiting, Operations, Compliance, Legal, Technology, Transitions, and Executive Leadership to ensure successful execution of strategic initiatives.
• Organize and prepare training for Recruiting & Sales Teams on products & technology
• Create & Process NDA’s, Amendments, Loans and other advisor documents
• Create reporting to analyze Redtail and Salesforce goals and opportunities

• Draft executive communications, presentations, proposals, business cases, and Board‑quality materials.
• Develop executive briefing documents and talking points.

• Develop executive dashboards that provide actionable insights into recruiting performance, advisor pipeline health, Financial Center growth, sales activity, and operational metrics.
• Analyze trends and provide strategic recommendations to improve recruiting effectiveness and business performance.

• Evaluate existing business processes and implement scalable operational improvements that increase efficiency, consistency, and organizational effectiveness.
• Identify automation opportunities through CRM platforms, AI tools, and workflow optimization.
• Implement AI tools for analyzing recruiting and sales pipelines and results
• Implement Note taking AI tools and be able to train teams with AI tools
• Decision Support
• Conduct research and business sales analysis to support executive decision‑making.
• Develop recommendations based on financial, operational, and recruiting data.
• Development of…