Sales Enablement Administrator - Wealth Management Sales
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY: The Sales Enablement Administrator is responsible for partnering with our sales team, who work to promote and sell Allworth’s financial advice solutions to prospective clients referred by our external partners, to provide business development direction and support. They are the first point of contact for any business development activity, including meetings and events, for their assigned sales representatives and external partners, as appropriate. This encompasses event planning and execution, meeting scheduling and order fulfillment, and overseeing any content and collateral. The role requires superior relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Sales Enablement Administrator reports directly to the Chief of Staff but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners. This position will have annual travel of 10% time to attend conferences and company sponsored events.
The Sales Enablement Administrator works actively as part of a cross-functional, centralized support team to: (1) Help strategize and execute on the ongoing business development activities of their sales reps; (2) Ensure all assigned regional events and communication needs are fulfilled by overseeing the workflow and partnering both internally and externally as needed; and (3) Work with sales leadership to implement growth tactics and meet department objectives.
DUTIES AND RESPONSIBILITIES:
- Business development strategy & execution (40%)
- Help to create and implement annual regional business development strategies with their assigned sales reps, ongoing
- Develop and maintain an events schedule to effectively manage internal calendars for attendees and speakers
- Execute on prospecting events and business development meetings in assigned regions, including scheduling, detail planning, meal and hardcopy fulfillment, and attendance, as necessary
- Provide direction on and help to organize and maintain all sales collateral and events content and materials, including an editorial calendar of monthly topics, events menus, full collateral library, etc.
- Responsible for adherence to regional business development budgets
- Relationship management (35%)
- Develop strong working relationships with sales reps in assigned regions and localized external partners, as necessary
- Serve as a secondary relationship manager to external partners, providing best-in-class service, for the planning and execution of all business development activity
- Program rules, systems & oversight (25%)
- Maintain superior knowledge of program-specific rules of engagement and systems
- Help provide input on program-specific reporting by region
- Oversee events and campaign data management in appropriate systems
- Provide data management and systems-related support to sales reps and leadership, as needed
- Report on the effectiveness of overall business development activity to sales leadership quarterly, or as requested
EXPERIENCE AND QUALIFICATIONS:
- College degree in marketing, business or related
- 3+ years of business development, sales support or event management experience
- Direct customer service or relationship management experience a plus
- Working knowledge of Salesforce or a similar CRM a plus
- Ability to effectively manage multiple projects
- Well organized and with excellent attention to detail, including basic proofreading skills
- Excellent verbal and written communication skills
- Ability to work independently and within a team
- Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)
- Willingness to learn about - and work compliantly within - the financial services industry
- Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies
Salary: $80-110K
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.