Growth Leader

PSBLTY

5d•Remote

About The Position

At PSBLTY, we believe that creating value is at the heart of every role. Whether someone’s a growth leader, strategist, or specialist, everybody’s contributions are key to our collective success, yours included. As a Growth Leader, you will facilitate coaching cohorts and sessions for financial advisors, creating clarity, driving accountability, and producing measurable business and personal outcomes. While the specifics of your responsibilities are based on your role, certain expectations are universal across our entire team. In addition to your role’s responsibility, you will join everyone at The PSBLTY Co. in your responsibility to: Champion our brand and culture. Be a steward of our brand values in every interaction, both internally and externally. Represent The PSBLTY Co. with integrity, passion, and authenticity, ensuring that who we are—and who you are—is reflected in all that we do. Drive impact through your work. Align your efforts with our mission to help leaders and their organizations grow profits by standing out. Ensure that every task, project, or initiative you undertake moves us closer to this goal. Deliver measurable results. Focus on outcomes that can be tracked and reported. Whether you’re responsible for driving revenue, increasing engagement, or improving client partner satisfaction, your work should be data-driven and results-oriented. Collaborate and lead cross-functionally. Work seamlessly with other team members and departments to ensure that our projects and strategies are aligned, cohesive, and effective. Your ability to communicate and coordinate with others will be crucial to our success. Innovate and refine processes. Continuously seek opportunities to improve the way we work. Whether it’s by streamlining processes, introducing new tools, or refining existing systems, your contributions should make our operations smoother and more efficient. Embrace the PSBLTY spirit by committing to “Be 100”—100% responsible, 100% of the time, and lead with unwavering accountability in every action you take. We’re counting on you.

Requirements

2+ years helping people or organizations achieve meaningful growth through coaching, consulting, leadership, client success, or advisory work.
Demonstrated ability to build trust, create accountability, and drive measurable outcomes.
Exceptional communication skills and a commitment to delivering a world-class client experience.

Nice To Haves

5+ years in coaching, consulting, leadership development, executive advisory, or client success roles.
Experience serving leaders in the wealth management industry, including financial advisors,
Demonstrated expertise in one or more of the following areas: brand strategy, sales growth, business development, culture, leadership, or organizational effectiveness.
Experience guiding business owners, executives, or leadership teams through growth and transformation.
Experience facilitating executive-level coaching conversations that create clarity, accountability, and sustained behavioral change.
Track record of driving measurable client outcomes, client retention, referrals, renewals, or expansion opportunities.
Ability to work Eastern Time hours.

Responsibilities

Facilitate 1:1 and small group coaching cohorts that deliver clarity, value, and actionable next steps.
Drive client partner outcomes by setting goals, tracking progress, and celebrating measurable wins.
Provide program and product feedback to improve PSBLTY offerings and client experiences.
Ensure deliverable quality and timeliness, reviewing work outputs and keeping commitments on scope and deadlines.
Conduct session prep and follow-up to reinforce accountability and maximize impact.
Support client partner retention through proactive relationship-building and high-value interactions.
Identify and pursue upsell, cross-sell, upgrade, and renewal opportunities aligned with client goals.
Build trust that leads to referrals through consistent results and world-class service.
Continuously refine growth playbooks, scripts, and approaches to meet the needs of diverse client partners.
Participate in internal team meetings, retrospectives, and leadership syncs to improve collaboration and delivery.

Benefits

Opportunities for continuous learning, professional development, and leadership growth.
Clear goals, actionable feedback, and resources to succeed.
A work environment where perspectives are valued, and every team member feels heard, respected, and empowered.
Creative freedom to explore new ideas, run experiments, and contribute innovative solutions.
Transparent communication, keeping you informed and engaged in strategic direction and decisions.
A balanced work environment with a healthy work-life balance and flexibility.
Recognition and rewards for hard work, dedication, and contributions.
Support from advocates who remove obstacles and ensure thriving within the organization.
Consistent demonstration of core values and alignment of actions with the culture.
Commitment to long-term personal and professional journey and career fulfillment.