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Inside Sales ManagerAspen Standard Wealth • New York, New York, United States
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Inside Sales Manager

Aspen Standard Wealth
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Postuler Maintenant

À propos

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the country, helping them scale without sacrificing what makes them great.
Founded in 2024, Aspen is one of the fastest-growing companies in the industry, with a bold mission to become a $100B+ AUM platform in the next five years. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at the ground level and help shape the future of wealth management.
About Alpine Investors Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.
About the Job Aspen Standard Wealth is scaling rapidly through acquisition, and we’re hiring an Inside Sales Manager to lead and grow our inbound sales function. This team is responsible for qualifying inbound leads generated through Aspen’s marketing efforts and booking introductory meetings with financial advisors at our partner firms. This role sits at the top of the funnel, ensuring high-quality prospects are identified, engaged quickly, and successfully converted into scheduled meetings.
This individual will manage a small team of Business Development Associates (BDAs), improve conversion performance across the funnel, and build the processes and coaching systems needed to scale this function over time. This is a player-coach role, ideal for a strong inside sales professional stepping into their first management position.
This role is based in
New York City , with up to
20% travel .
Responsibilities Below are the core areas of work for this role. Over time, responsibilities may evolve, but this should provide a clear view of what to expect.
Own inbound sales performance:
Manage and improve key metrics including speed-to-lead, MQL-to-SQL conversion, number of meetings booked, and show rates
Lead and develop the team:
Manage and develop BDAs through call reviews, structured feedback, and ongoing coaching to improve qualification and conversion skills
Drive process improvement:
Refine outreach sequences, qualification criteria, and call scripts to improve efficiency and outcomes
Build operational structure:
Improve CRM workflows, reporting, and lead management processes in partnership with technical teams
Operate as a player-coach:
Step into qualification calls as needed to assess quality and model best practices
Experiences and Functional Skills Required
5+ years of proven inside sales experience in a high-velocity inbound environment within financial services or wealth management
Experience formally developing others or holding others accountable for their performance, whether through direct management, formal coaching or mentoring
Experience working with financial advisors and/or high-net-worth (HNW) clients
Experience improving sales processes, workflows, or systems (not just executing them)
Behaviors and Mindsets Required
Directing Work – Sets clear expectations, provides direction, and ensures others know what success looks like.
Performance Optimizer – Improves outcomes by identifying constraints, measuring what matters and institutionalizing gains.
Benefits Aspen Standard Wealth offers a comprehensive benefits package designed to support employee health, financial security, and overall well-being. Full-time employees in this role are eligible for:
Medical, Dental, and Vision Insurance
Health Savings Account (HSA) with employer contributions
401(k) Plan with a 4% employer match
Unlimited Paid Time Off (PTO)
Life Insurance Coverage
Aspen Standard Wealth is an equal-opportunity employer and welcomes applicants from all backgrounds.
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  • New York, New York, United States

Compétences linguistiques

  • English
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