Senior Client Engagement Manager

Janney•Philadelphia, PA

About The Position

Janney Montgomery Scott is a leading wealth management firm serving mass affluent and high-net-worth clients with personalized financial advice, investment management, and holistic planning solutions. With a network of experienced advisors and a commitment to excellence, we help individuals and families build, preserve, and transfer wealth. We are seeking an experienced, dynamic, and entrepreneurial Senior Client Engagement Manager to build and lead our centralized lead development and prospect conversion process. In this pivotal role, your sole focus is client acquisition. You will play two key roles: Run high-quality intro consultations with qualified prospects, translate their needs into a simple planning roadmap, and match them to the best-fit Janney advisor. You are the bridge between marketing/BDR demand and our advisor force—turning intent into advisor-accepted opportunities and great first impressions. Provide strategic input impacting the overall Lead Generation and Conversion process, specifically related to top of funnel and nurture opportunities. With compensation tied directly to closed clients, this role offers uncapped earning potential and significant upside for top performers. This role requires a strong understanding of the wealth management industry, strength in both direct prospect selling and a proactive mindset to continuously improve conversion and engagement strategies.

Requirements

Series 7 and 66 (or equivalent) licenses
5–10 years of experience in wealth management, client service, or business development including direct sales with clients
Proven experience qualifying and converting leads in a high-trust environment
Strong understanding of financial planning, investment management, and client psychology
Proficient with Salesforce and lead management tools
Comfortable with both strategic planning and hands-on lead engagement
Client-centric communicator with a strong phone and email presence
Analytical mindset with an eye for optimizing conversion funnels
Collaborative leader who works well across marketing, advisor, and operations teams
High attention to detail, follow-through, and process discipline
Motivated by results and helping clients find the right advisory fit

Nice To Haves

CFP® designation strongly preferred

Responsibilities

Owns the full sales cycle, driving qualified prospects through to signed client relationships and ensuring deals are closed, not just handed off.
Provide strategic input to Marketing team on the content and messaging resonating with target client profiles and identified planning needs.
Hold a meaningful introductory meeting with qualified client leads and conduct intro consults to learn more about their goals, needs, timeline, and readiness.
Communicate the depth of services Janney offers.
Deliver high-touch experiences and personalized follow-ups to drive conversion, including creation and delivery of personalized financial plans.
Assign to right-fit advisor based on needs, complexity, location, capacity, and specialty/practice area (e.g., cash-flow planning, business owners).
Prepare detailed lead summaries and ensure high-quality handoff to advisors.
Track advisor follow-up and client progression; assist in closing feedback loop.
Maintain advisor trust and accountability by delivering qualified, engaged prospects.
Manage lead data in Salesforce, including lead profile, current status, outcomes, tasks, and notes.
Analyze quantitative and qualitative conversion trends and recommend improvements to lead flows and nurture journeys.
Provide regular updates on KPIs such as engagement rate, meeting conversion, and advisor acceptance.