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Sales Manager
Posted: 05/05/2026
Employment Type:
Direct Hire
Job Function: Sales - Non-Technical
Job Number: 25019
Pay: $120,000-$140,000
Remote / Hybrid Jobs: Hybrid
Job Description
A fast-growing, entrepreneurial wealth management firm is seeking a Sales Manager to join the team. This is a high-impact, player-coach role in a collaborative, team-oriented environment. The Sales Manager is responsible for leading the Client Development team, driving consistent prospect meeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine.
Salary + Additional Benefits:
Location: Hybrid – Houston, TX
Type of Position: Direct Hire
Responsibilities:
Team Leadership & Performance Management
Requirements:
Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.
#LI-DNI
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Salary + Additional Benefits:
- $120,000–$140,000
- Quarterly performance-based bonuses tied to team meeting targets, conversion rates/pipeline performance, and individual quota attainment
- On-target earnings (OTE): $180,000+
- Employer paid Medical, Dental, and Vision insurance premiums for individuals and families
- Employer HSA contributions
- Employer paid Life and Long-Term Disability
- 401(k) with opportunity to earn up to 7% match the first year and 10% with tenure
- 11 paid holidays and 15 PTO days
- Opportunity for top performers to buy into and become owners in the firm over time
Location: Hybrid – Houston, TX
Type of Position: Direct Hire
Responsibilities:
Team Leadership & Performance Management
- Lead and coach a team of 3 Client Development Specialists.
- Set clear expectations and hold the team accountable to performance standards.
- Monitor daily activity, conversion rates, and pipeline health.
- Identify performance gaps and implement solutions quickly.
- Own hiring, onboarding, and performance management.
- Foster a culture of accountability and continuous improvement.
- Carry an individual quota (meetings + pipeline/AUM contribution).
- Actively prospect through calls, LinkedIn, and multi-channel outreach.
- Lead by example in activity level, messaging, and conversion performance.
- Balance time between team leadership (~30%) and individual production (~70%), flexing as needed.
- Own weekly meetings set (primary KPI), activity volume (calls, LinkedIn, outreach), conversion rates (lead to meeting), and pipeline/AUM targets.
- Build and maintain reporting to track performance and drive decisions.
- Diagnose performance gaps and implement solutions to ensure targets are met.
- Continuously improve outreach strategies, messaging, and sequences.
- Analyze performance data to recommend changes.
- Evaluate and optimize tools (HubSpot, RingCentral, LinkedIn, etc.).
- Partner with Marketing to influence campaign strategy, targeting, and messaging based on sales insights and performance data.
- Make recommendations and drive decisions on tools, workflows, and sales processes to improve team performance.
Requirements:
- Proven experience managing inside sales or SDR/BDR teams
- Strong individual sales performance and ability to lead from the front
- Analytical mindset with the ability to diagnose performance issues quickly
- Decisive and proactive in addressing challenges
- Process-oriented, with the ability to build and refine systems
- Proven track record of delivering against performance targets in a metrics-driven environment
- Series 65 or willingness to take the Series 65 exam in the first 6 months of employment
Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.
#LI-DNI
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Meet Your Recruiter
Sarah Colvill
Senior Search Director - Murray Professional
Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.
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