• Conduct timely outreach to assigned leads through phone, email, and virtual meetings to initiate client conversations and build interest in the firm’s wealth management services • Qualify prospective clients by assessing financial needs, goals, and fit through structured discovery conversations • Gather and document detailed client information to support Advisors in advancing opportunities and closing business • Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience • Maintain consistent follow-up and engagement with prospects to move opportunities through the sales pipeline • Accurately track lead activity, opportunity status, and pipeline progress within CRM systems • Collaborate with marketing and sales teams to follow established lead handling processes and ensure timely handoffs • Deliver a professional, consultative experience that reflects the firm’s client-first approach • Meet or exceed individual sales activity and conversion targets • Provide regular updates on pipeline activity, conversion metrics, and sales outcomes