Manager, Growth

Job Title: Manager, Growth

Department: Growth

Reports To: Director of Growth

Location: Dallas, TX; Austin, TX; Denver, CO; San Diego, CA, San Francisco, CA

Employment Type: Full-Time, Exempt

Base Salary: $200,000 - $250,000 + Commission

About the Role

The Manager, Growth is responsible for expanding AlphaCore Wealth Advisory's presence and client base within an assigned region. This role develops and converts opportunities across three complementary channels: Schwab Advisor Network (SAN) referrals, centers of influence (COIs) and strategic partners, and direct prospecting supported by local thought leadership and marketing. The role combines relationship management, consultative business development, territory planning, and disciplined pipeline execution to generate qualified opportunities and net new assets. 

As AlphaCore's primary regional representative for growth, the Manager builds credibility with referral partners and prospective clients, coordinates effective handoffs to senior advisors, and creates a consistent path from initial introduction through conversion. Success requires frequent market engagement, strong presentation skills, independent ownership of the territory, and close collaboration with advisory, research, marketing, and Growth leadership. The position has no direct reports and requires travel of up to 50%. 

Purpose of the Role

• Drive sustainable regional growth by developing a diversified pipeline of SAN-referred, COI-referred, and self-generated opportunities. 
• Build durable referral relationships and increase AlphaCore's visibility with Schwab contacts, professional partners, prospective clients, and local market influencers. 
• Convert qualified opportunities into net new assets through timely follow-up, consultative engagement, effective advisor handoffs, and disciplined pipeline management. 
• Provide market insight and performance reporting that improve territory strategy, source diversification, and the client acquisition process. 

Key Responsibilities

Schwab Advisor Network (SAN) Relationship Management

• Serve as AlphaCore's primary relationship lead for Schwab Financial Consultants, relationship managers, and complex or regional directors within the territory. 
• Maintain a consistent engagement cadence through branch visits, virtual meetings, lunch-and-learns, joint client meetings, conferences, and training events. 
• Expand relationships across additional branches, complexes, and specialty referral channels while reinforcing AlphaCore's service model, investment philosophy, and ideal client profile. 
• Monitor AlphaCore's visibility and competitive positioning within the network and adjust the territory engagement strategy as needed. 

Pipeline Development and Conversion 

• Respond promptly to inbound referrals and marketing-generated leads in accordance with applicable service expectations. 
• Qualify opportunities, document source and engagement history, and coordinate a clear handoff to the appropriate senior advisor. 
• Manage regional pipeline activity in Salesforce, including referral source, stage, next steps, expected assets, conversion, and identified bottlenecks. 
• Partner with advisors throughout the prospect journey to support a coordinated and high-quality experience. 

COI, Strategic Partner, and Direct Business Development 

• Build and maintain a network of CPAs, estate and business or M&A attorneys, insurance professionals, business brokers, liquidity-event advisors, and other complementary partners. 
• Develop a prioritized COI target list and structured outreach cadence, including professional associations, industry groups, and community organizations. 
• Generate direct prospect opportunities through targeted outreach, networking, referrals, and market presence. 
• Identify partnership opportunities, including corporate or executive benefit programs, that can produce qualified prospect flow. 

Thought Leadership and Market Activation 

• Develop and deliver seminars, workshops, webinars, panels, and other educational events for AlphaCore's ideal client segments, including business owners, pre-retirees, and executives with concentrated stock. 
• Build a credible regional thought-leadership presence through articles, LinkedIn content, local media, and speaking opportunities. 
• Collaborate with marketing on territory-relevant campaigns, co-branded content, local lead generation, and timely follow-up on resulting inquiries. 

Territory Strategy, Reporting, and Collaboration 

• Develop and execute an annual territory business plan with goals for net new assets, referral volume, prospect activity, conversion, and source mix. 
• Provide regular reporting on referrals, pipeline progression, relationship activity, events, prospect meetings, and territory growth against plan. 
• Share market feedback, referral-partner needs, competitive insight, and effective practices with Growth leadership and regional peers. 
• Coordinate with senior advisors, research, and marketing to align prospect strategy and client positioning. 

Core Competencies

Relationship and Business Development

• Consultative relationship building with institutional partners, professional referral sources, and prospective clients.
• Proactive prospecting, networking, presentation, and influence skills.
• Ability to create credibility and generate momentum without relying on a single referral channel.

Territory and Pipeline Execution

• Strong organization, time management, follow-through, and CRM discipline.
• Ability to prioritize multiple relationships and opportunities across a geographically dispersed territory.
• Data-driven approach to pipeline reporting, conversion analysis, and territory planning.

Communication and Collaboration

• Clear written and verbal communication, including public speaking and educational presentations.
• Ability to coordinate effectively with advisors, research, marketing, and Growth leadership.
• Sound judgment, professionalism, initiative, and accountability in an autonomous role.

Industry and Technical Knowledge

• Working knowledge of wealth management, investment, retirement, and tax-planning concepts.
• Proficiency with Microsoft Office and CRM or pipeline-management platforms.

Qualifications

Required

• 5+ years of experience in wealth management business development, custodian relationship management, external wholesaling, or a comparable asset-gathering role.
• Demonstrated success self-sourcing new business through networking, COI relationships, strategic partnerships, or direct prospecting, rather than relying solely on referral programs.
• Proven record of meeting or exceeding sales, revenue, or asset-gathering goals.
• Series 65, or Series 66 and 7 combination, or ability to obtain the required license within a defined period.
• Strong presentation, relationship-building, and consultative communication skills with institutional partners and individual prospects.
• Ability to operate independently across an unstructured, multi-channel territory and travel up to 50%.

Preferred

• Existing Schwab referral-team relationships and/or an established local network of CPAs, attorneys, insurance professionals, and other COIs.
• Experience at an RIA aggregator or multi-billion-dollar RIA with a formal channel-development program.
• Bachelor's degree in business, finance, or a related field or designation like CIMA or a comparable credential.
• Familiarity with equity compensation and concentrated-stock concepts, including RSUs, ISOs, 10b5-1 plans, and QSBS.
• Experience with Salesforce, Redtail, Wealthbox, or another CRM and pipeline-management platform.
• Established thought-leadership presence through published content, speaking engagements, podcasts, panels, or local media.
• Experience serving executives, business owners, pre-IPO leaders, post-exit founders, or other concentrated-stock and liquidity-event prospect segments.

Why AlphaCore Wealth Advisory?

At AlphaCore Wealth Advisory, we offer a collaborative and dynamic work environment where your expertise and insights are valued. You'll have the opportunity to work alongside experienced professionals and contribute to our mission of delivering institutional-quality investment solutions within a boutique wealth management firm. In addition to a competitive compensation package, we provide opportunities for professional development and growth.

If you are an analytical thinker with a passion for alternative asset classes and a proven track record in relationship management, we encourage you to apply.

To apply, email a cover letter and resume to View email address on beyondsandiego.com.

AlphaCore is an SEC registered investment advisor.

AlphaCore is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at

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