Voyage Wealth Architects is a premier wealth management firm focused on elevating the financial planning experience by creating plans that align clients’ vision, values, and goals with their financial journey. We help our clients craft the right financial plan so they can save and invest for their future and enjoy their voyage along the way. As a member of the Northwestern Mutual Private Client Group, Voyage Wealth Architects combines the strength of Northwestern Mutual, ranked number 90 on the 2021 FORTUNE 500 List, with the specialized expertise of a boutique firm. We are driven by an unwavering commitment to our clients, our colleagues, and the larger community. In addition to crafting financial plans, we are building a generational firm that offers our clients long term continuity to ensure their plans are carried through for generations to come.

Voyage Wealth Architects is seeking a dynamic, detail-oriented, self-starter to serve as our Sales Operations Manager. As the right-hand person to one of our Co-Founders & Partners, the Sales Operations Manager will be responsible for helping the Partner maximize their time during the business development process, create efficiencies in their calendar, and ensure the best possible experience for all prospective and new clients. You will partner with the Leadership Team and the Planning Team to ensure we have operational efficiencies in our Business Development process and will be responsible for ensuring introductory meeting follow-ups are completed in a timely manner. The ideal candidate for this role will have excellent project management and interpersonal skills and will thrive working in a fast-paced, high-growth environment where they will work on several different projects at a time.

Responsibilities

Develop, implement, and oversee a smooth, effective business development process to enable the growth of Voyage Wealth Architects
Evaluate the capabilities and own the usage of our sales technology stack, including CRM and LinkedIn. This includes:

Owning and maintaining our CRM best practices

Conducting CRM audits and training team members on proper usage

Maximizing utilization of LinkedIn Sales Navigator and Premium Membership accounts

Building feed lists for the Partners

Own the onboarding experience for new clients and families
Manage our Centers of Influence program – who they are, when we meet with them, how we communicate with them, etc…
Own and manage all Introductory Meeting follow-ups for our Co-Founder & Partner, including calendar scheduling, prospect and new client communications, and CRM task assignments
Manage metrics/analytics programs and dashboards to help the Leadership Team make data-backed business decisions
Assist with special projects and other duties as assigned

Qualifications

Bachelor’s degree in Business, Sales or a related field
7-10 years of Sales Operations or Sales Strategy experience
Financial Services/Wealth Management industry experience a plus
Entrepreneurial mindset that is constantly seeking creative solutions and proactively identifying new areas of improvements
Experience and comfort working with the C-Suite
Experience with LinkedIn Sales Navigator and Microsoft Dynamics 365, or another CRM software
Team player who is willing to jump in on projects outside their normal scope and eager to be part of a fast-paced, high-growth team
Proficient in Microsoft Excel, Word and Outlook
Advanced project management and problem-solving skills
Excellent verbal and written communication skills
High attention to detail and organizational skills
Ability to multi-task and work independently in a fast-paced environment

Voyage Wealth Architects

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Sales Operations Manager