Revenue Director

REVENUE DIRECTOR  

POSITION SUMMARY

We are seeking a high-impact Revenue Director to own and drive the performance of both sales and marketing across a growing wealth advisory firm. This individual will be fully accountable for advisor production, pipeline health, and marketing ROI from day one, with direct visibility into the firm’s revenue engine. The ideal candidate is a builder—someone who can assess performance quickly, identify gaps, and implement systems that create consistent, scalable growth. This role requires strong leadership, data-driven decision-making, and the ability to hold a team accountable to measurable outcomes. With direct access to executive leadership and uncapped earning potential, this is a rare opportunity to shape the future growth of a high-performing organization.

COMPANY SUMMARY

Infinity Wealth Group’s mission is to take action today that builds security for tomorrow, serving as a trusted partner for individuals and businesses actively engaged in building their financial future. We operate with accountability, transparency, and disciplined execution, focusing on outcomes that truly move the needle for our clients. Our culture is elite by design—high performance and cultural fit are equally non-negotiable. Through collaboration and a growth mindset, we continuously develop our people while raising the standard of excellence for our clients and the firm.

WHY JOIN

• Own the Revenue Engine: This is not a support role — you will have full accountability and authority over both sales and marketing from day one
• Direct Access to Leadership: Work side-by-side with the Founder and executive team, with real influence on strategy and decision-making
• Built Infrastructure, Ready to Scale: Step into an organization with an established platform, in-house tax and service teams, and a proven advisor development system — now ready for accelerated growth
• Uncapped Earning Potential: Competitive base with uncapped incentive and bonus tied directly to team performance and growth outcomes
• Build Something Meaningful: Opportunity to shape systems, processes, and culture — not just manage what already exists
• Clear Path to Partnership: High performers will have a defined path to equity and long-term ownership in the business
• High-Performance Culture: Join a team that values accountability, execution, and continuous improvement

OBJECTIVES

• Own and drive overall revenue performance, including net new clients, GDC growth, and net new AUM across the advisor team
• Lead and manage advisor performance through structured weekly 1:1s, coaching, and accountability to individual targets
• Establish and maintain a high-performance sales culture focused on activity, pipeline management, and results
• Develop, refine, and implement a scalable sales playbook, including prospecting, follow-up, and closing processes
• Ensure full CRM compliance across the team, with accurate tracking of pipeline, activity, and performance metrics
• Identify performance gaps and implement targeted coaching, training, and development plans to improve outcomes
• Own marketing strategy in partnership with leadership, ensuring budget allocation aligns with measurable ROI
• Monitor and report on marketing effectiveness, including lead generation, cost per acquisition, and conversion rates
• Align marketing and sales functions to ensure consistent pipeline flow and conversion from prospect to client
• Recruit, onboard, and ramp new advisors, ensuring alignment with performance expectations and company standards

COMPETENCIES

• Proven leadership with the ability to build and scale teams
• Entrepreneurial mindset with comfort operating in a fast-growing, lightly structured environment
• Strategic thinker who can also execute at a high level
• Strong ownership mentality and accountability for firm performance
• Ability to influence, coach, and align others around a shared vision
• High emotional intelligence and strong client relationship skills
• Comfort tying compensation and long-term upside to results
• Resilience during high-pressure periods such as tax season
• Strong communication skills across clients, advisors, and internal teams
• Long-term orientation toward building enterprise value, not just annual income

EDUCATION & EXPERIENCE

• Demonstrated ability to produce measurable business or revenue growth
• 5-8+ years of experience in individual and business tax preparation
• Strong working knowledge of bookkeeping and financial reporting for businesses
• Prior experience building, scaling, or leading a firm, practice, or business unit preferred
• Experience working with high-net-worth clients strongly preferred
• Willingness to participate in advisory environments, workshops, and continuous learning
• Alignment with a performance-driven, growth-oriented culture

COMPENSATION AND BENEFITS

• Compensation: Total OTE = $118,000-$147,000+ 
  • Base salary: $90,000
  • Incentive: $18,000 uncapped - Tied to team metrics
  • Bonus: $45,000 target - Uncapped $500K+ clients brought in above the team’s combined advisor targets. Tiered per-client bonus
• Benefits Include:
  • 401(k)
  • Health insurance
  • Paid Time Off

GROWTH PATH

• Year 1–2: Establish credibility with the team, take full ownership of sales and marketing performance, and prove a scalable revenue model
• Year 2–3: Expand scope into broader growth strategy, influence firm-level decision making, and become the authority on revenue operations
• Year 3+: Path to Partnership, including equity eligibility and a seat at the leadership table
• High performers will have access to additional upside through equity participation and long-term incentive structures tied to firm growth