Sales Desk Manager

The Sales Desk Manager will lead a team of internal wholesalers focused on driving sales growth, enhancing client engagement, and supporting the firm's broader distribution objectives. This role requires a leader who can balance talent development with business execution, creating an environment where individuals are challenged, supported, and empowered to perform at their highest level. The successful candidate will bring a demonstrated history of sales success, strong people leadership skills, and the ability to build a high-performance culture grounded in accountability, collaboration, and continuous improvement.

This is primarily an in-office position based in Boston, MA

• Lead, coach, and inspire a team of internal sales professionals to achieve sales desk goals and grow their impact.
• Build sales capability through regular coaching, actionable feedback, performance management, and individualized development plans.
• Deliver training that strengthens sales execution, product knowledge, territory strategy, and client engagement.
• Use sales metrics and activity insights to set priorities, reinforce accountability, and help the team consistently raise performance.
• Bring energy and sales leadership to desk huddles, team meetings, coaching sessions, and day-to-day interactions.
• Partner with sales leadership and field teams to align strategy, coordinate coverage, and support a consistent client experience.
• Interview, onboard, mentor, and develop talent to strengthen the sales desk pipeline and support long‑term retention.
• Champion a collaborative, inclusive, and results‑oriented culture where people are motivated to do their best work.

• Bachelor’s degree or equivalent work experience.
• Minimum of 3 years of financial services industry experience.
• Minimum of 2 years of sales experience, with a clear understanding of sales behaviors, advisor or client engagement, territory management, and activity-driven results.
• Experience leading, coaching, training, or developing sales professionals; sales management experience strongly preferred.
• A demonstrated ability to motivate people, provide candid feedback, reinforce accountability, and help team members build confidence and capability.
• Experience delivering sales training, onboarding, desk huddles, or learning sessions that improve execution, product fluency, and client conversations.
• Strong people leadership skills, including the ability to build trust, navigate performance conversations, and create an inclusive team environment.
• SIE, Series 7, and Series 63 required. Series 24 required within 6 months of employment.
• Familiarity with sales technology tools such as Salesforce, Seismic, YCharts, MPI, Web Ex, and Microsoft Teams preferred.
• Strong communication, organization, relationship‑building, and time‑management skills.
• A proactive, solutions‑oriented leadership style with sound business judgment and a genuine commitment to helping others succeed.
• Ability to travel up to 15% of the time.

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees.

Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

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