Head of Advisor Channel Activation

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 effectivelyRequired qualificationsSenior 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