ASSOCIATE DIRECTOR, GROWTH & PIPELINE MANAGEMENT
$120,000–$150,000 year
On-siteChicago, Illinois, United States
Job Summary
Associate Director, Growth & Pipeline Management responsible for overseeing the inbound prospect pipeline, conducting discovery conversations to understand client needs, and coordinating with advisor teams to match opportunities. Key duties include qualifying inbound leads generated through digital marketing, ensuring timely routing and handoffs, managing and evaluating pipeline health in Salesforce, measuring conversion performance, and delivering reporting to optimize client acquisition. The role requires consultative selling skills, deep understanding of wealth management and family-office services for high-net-worth clients, strong communication, and the ability to work cross-functionally with Growth Marketing, advisors, and leadership to improve lead quality and funnel effectiveness.
Required Qualifications
- Bachelor's degree required
- 5–8+ years of experience in wealth management, business development, client acquisition, sales operations, pipeline management, or related functions
- Experience with CRM systems and lead pipelines, preferably Salesforce
- Strong analytical skills and ability to translate data into action
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Self-directed and able to work with executive management
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