Hiring: Sales Leader - Wealth Management Company: Ancora Holdings Group Location: Cleveland, OH Job Posted Time: 2026-09-11 11:42:02 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Portfolio Management, Series 7, Wealth Management About the job Required Skills: •Sales Leadership & Team Development •Lead, coach, mentor and develop Ancora's team of wealth advisors. •Establish individual performance goals and hold advisors accountable for achieving business objectives. •Conduct regular coaching sessions, performance reviews and ongoing development meetings. •Develop, implement and maintain standardized sales processes and best practices. •Lead regular sales meetings focused on education, collaboration, motivation and performance. •Partner cross-functionally with marketing to develop impactful sales campaigns, collateral and client communications. •Business Development Qualifications: •Bachelor's degree •FINRA Series 6 or Series 7 license, preferred •Ten or more years of sales management experience •Five or more years of experience within private and institutional investment management •Demonstrated leadership and coaching experience within a sales environment •In-depth knowledge of investments, financial markets and wealth management services •Proficiency with Microsoft Office Suite, including Word, Excel and PowerPoint •Excellent verbal and written communication skills •Strong organizational, analytical and problem-solving abilities •High attention to detail with a commitment to accuracy and accountability Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!