Director of Sales and Marketing

Shine Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC, that helps people confidently Grow, Give, and Shine. We are a dedicated team of professionals that help clients live their best lives by making great decisions with their money, enabling them to make a greater impact on their families and communities.
Our core values:
H = Happily Humble
I = Inspiring Action
N = Nurturing Relationships
The Opportunity: Director of Sales and Marketing

The successful candidate will be at the forefront of Shine Wealth’s growth strategy, overseeing all sales and marketing initiatives to drive revenue growth. This leadership role requires strategic vision, executional excellence, and the ability to inspire teams to exceed expectations. You will develop, implement, and measure the effectiveness of integrated sales and marketing strategies while ensuring alignment with Shine’s mission and values.
Key Responsibilities

Revenue Growth:
oSet ambitious sales targets and monitor performance to drive revenue growth.
oIdentify opportunities to enhance lead generation and client expansion.
oEstablish scalable, repeatable processes to improve conversion rates through each stage of the sales and marketing funnel.
oSupport M&A efforts of the firm as part of growth strategy.
Team leadership:
oLead, manage and develop Shine Wealth’s advisory, marketing, and investment teams.
oFoster a culture of excellence, collaboration, and client-centric service.
Sales skills coaching:
oEquip advisory teams with strong sales skills, coaching, and tools that elevate client conversations and strengthen trust.
Delivery of Excellent Advice & Client-Advisor Experience:
oEnsure the consistent delivery of best‑in‑class financial advice aligned with Shine’s planning philosophy and service standards.
oEnhance the client-advisor experience—from prospecting to long-term retention and referral.
Marketing & Brand Management:
oOversee brand positioning and messaging across digital platforms, social media, events, and public relations.
oEnsure marketing campaigns generate brand awareness, lead acquisition, client engagement, and retention.
oEnsure compliance with regulatory and ethical standards.
The Challenges & Opportunities

The financial advisory space is competitive, but we at Shine Wealth differentiate ourselves through unwavering commitment to service excellence and values-driven guidance. The ideal candidate will leverage their expertise, drive, and strategic vision to accelerate client acquisition and revenue growth within our culture of client commitment.
We have a proven, Shine Way process that produces high expectations from our clients and team members.Our success and attention to generosity creates a referrable client experience and opportunities for creative tax and estate planning to overcome significant outflows related to gifting.
We need a teammate who gets things done – we inspire clients to take action, and we drive to win.
Is This You?

Are you passionate about leading high-performing teams to deliver exceptional client service?
Can you coach advisors and lead marketing initiatives to provide values-based advice that connects with and impacts generations?
Do you thrive in a dynamic, growth-focused environment?
Are you an exceptional communicator and strategic thinker?
What We’re Looking For

Required Qualifications:

5-10 years of proven leadership experience, preferably in sales leadership within financial services or professional services.
Excellent communication and interpersonal skills with a talent for team leadership.
A servant-leader mindset, dedicated to helping advisors and clients succeed through a hand-on coaching culture.
Proficiency in sales methodologies, marketing principles, CRM systems, and Excel.
Strong strategic thinking, analytical skills, and data-driven decision-making abilities.
Proven ability to manage budgets and prioritize initiatives effectively.
Passion for continuous learning and professional growth.
Preferred Qualifications:

Experience leading marketing and sales teams in a financial advisory or wealth management setting.
Expertise in digital marketing, SEO, and data analytics tools.
Active securities and insurance licenses, with CFP designation or equivalent.
Comprehensive benefits: Health, dental, vision, disability, and life insurance
401(k) plan with company match
Professional development and career growth opportunities
Unlimited PTO
Company-subsidized financial planning fees
If you are ready to take on a sales and marketing role that makes a meaningful impact, we invite you to apply and join our mission at Shine Wealth. Let’s build something extraordinary together!

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