Client Development Manager

Allworth Financial (  ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at

The Future Client Development Manager reports to the Director of Future Client Development and is responsible for leading, coaching, and developing a high-performing inside sales team focused on driving organic growth through prospective client engagement, lead qualification, and conversion.

As a hands-on sales leader, the Manager oversees the day-to-day performance and development of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists. This position carries direct supervisory responsibility for the team, including hiring, onboarding, coaching, performance management, and professional development. The Future Client Development Manager plays a critical role in maximizing the effectiveness of Allworth's national lead generation channels by ensuring prospective clients receive timely, professional, and consultative engagement before being connected with the appropriate financial advisors or business development professionals.

Working collaboratively with Sales leadership and cross-functional partners, the Future Client Development Manager: 1.) Drives Sales Performance: Establishes clear expectations, monitors individual and team performance, and implements strategies to improve lead engagement, qualification, appointment setting, and conversion. 2.) Coaches & Develops Sales Talent: Provides consistent, hands-on sales coaching, mentorship, and performance feedback to strengthen selling skills, improve results, and build a culture of accountability.

3.) Leads & Manages the Team: Maintains direct reporting authority over assigned team members, overseeing hiring, onboarding, performance evaluations, professional development, and personnel decisions. 4.) Optimizes Sales Execution: Ensures consistent execution of established sales processes, effective lead management, and a seamless prospective client experience across all lead channels. 5.) Supports Organic Growth: Partners with Sales leadership to identify opportunities to improve productivity, strengthen conversion performance, and scale the Future Client Development function.

This position requires a proven sales leader who combines strong consultative selling experience with exceptional coaching, communication, and people-management skills. Successful candidates will demonstrate a track record of achieving sales results, developing high-performing individuals, and creating a positive, accountable, and performance-driven team environment.

• Provide direct leadership and supervision to a team of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists.
• Establish, communicate, and reinforce individual and team sales goals, performance expectations, and productivity standards aligned with Allworth's organic growth objectives.
• Monitor and manage key sales…