Head of Advisor Channel Activation

Job Summary

To drive growth in charitable planning, the remote Head of Advisor Channel Activation will manage a high-performing sales organization, focusing on enhancing advisor-facing sales productivity and building new professional channel relationships while owning sales targets and strategy.

Key responsibilities

• Own sales targets and budget while collaborating with Customer Success and RevOps to set shared goals and attribution rules
• Develop and implement sales strategies to enhance advisor activation and grow complex assets and charitable trust business
• Build performance systems and a data-driven culture to improve team outcomes and coach representatives effectively

Required qualifications

• Senior leadership experience in financial services, wealth management, fintech, or related professional services
• Proven track record of developing and expanding go-to-market strategies
• Experience managing revenue growth, budgets, and sales compensation design
• Strong background in building referral or partnership relationships with non-traditional professional channels
• Demonstrated ability to build and lead high-performing teams in a lean, entrepreneurial environment