Associate Vice President, Channel; San Francisco, CA and Denver

Job Summary

The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed‑to‑lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities.

This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow‑up. This role also serves as a potential career progression path to a Regional Vice President position for high‑performing individuals.

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow‑through.
• Manage pipeline upkeep and administrative follow‑up to help protect opportunity flow and conversion.
• Support advisor match and routing to help ensure timely response and appropriate lead handling.
• Serve as a backup resource for inbound FC calls and support, as needed.
• Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
• Manage wholesaling and FC‑facing email support to improve responsiveness and consistency.
• Protect speed‑to‑lead and overall responsiveness across the market through disciplined task execution and follow‑up.
• Support branch events and post‑event follow‑up activities in partnership with market leadership.
• Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

• Highly organized and process driven.
• Strong communicator with the ability to support timely, clear follow‑up.
• Detail oriented with a high standard for data accuracy and task execution.
• Comfortable operating behind the scenes to improve execution and remove friction from the sales process.
• Reliable partner for RVPs, helping preserve their time for selling and coaching.
• Experience with Salesforce or similar CRM platforms.
• 2 years of Financial services, sales support, or sales operations experience.

• Bachelor's degree in Business, Marketing, or a related field.
• Self‑starter who thrives in a fast‑paced, high‑volume sales environment.
• Comprehensive industry and investment management knowledge.
• Excellent communication, presentation, listening, and analytical skills.
• Ability to work independently and as part of a team.
• Proven time management and organizational skills in high‑volume, high‑energy environments.
• Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
• Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
• Flexibility to travel.

Position will include daytime and evening hours.

Professional or home office environment. Traveling, standing and sitting.

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short‑Term and Long‑Term Disability Insurance
• Supplemental Life & AD&D;
  Short‑Term Disability;
  Accident;
  Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption…