About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

This isn't your average call center manager role. You'll build the team, shape the tools, and help define what a modern, AI forward client development operation looks like.

We're at an exciting inflection point: growing rapidly, investing in our people, and building a proprietary CRM platform from the ground up, purpose-built for our call center's needs. The person in this role won't just manage to a system; they'll help create it.

If you're a hands-on leader who thrives in high-growth environments, has strong CRM expertise, and is energized by the intersection of sales performance and emerging technology, and you know how to be genuinely engaging with people, walking them confidently from that first phone call all the way through to signing on as a client, we want to hear from you.

Duties and responsibilities

LeadDevelop the Team

• Lead, coach, and manage the Client Development (CD) team to achieve individual and team performance goals
• Recruit, interview, hire, and onboard new CD team members as the organization scales
• Ensure team members are proactively contacting new leads and prospects in a timely manner
• Enforce adherence to pre-approved phone and email scripts while identifying opportunities for improvement
• Monitor live and recorded calls to identify coaching opportunities and improve performance
• Provide ongoing coaching to strengthen sales skills, objection handling, and industry knowledge
• Conduct weekly team meetings to review results, share updates, and refine processes and scripts
• Manage team schedules to ensure appropriate coverage and productivity
• Step in to handle inbound calls as needed

Track PerformanceAccountability

• Track and analyze key performance metrics including calls, contact rates, appointments set, and conversions
• Identify trends and implement strategies to improve team productivity and results
• Maintain accountability across the team through consistent performance management.

Qualifications

• Bachelor's degree in business, communications, marketing, or a related field required
• 5–8+ years of experience in call center, inside sales, or client development environments
• 3+ years of leadership or management experience overseeing sales or call center teams
• Experience in financial services strongly preferred
• Proven track record of leading high-performing, metric-driven teams
• Strong CRM experience; prior involvement in CRM implementation or buildout is a significant plus
• Comfortable collaborating with technology teams to define requirements and contribute to the creation of a new CRM with full call center functionality
• Familiarity with AI tools and emerging technologies in call center or sales environments; ability to evaluate, adopt, and train others on AI-driven practices
• Excellent leadership, coaching, and team development skills
• Data-driven mindset with the ability to analyze performance metrics and drive improvements
• Strong organizational skills and attention to detail
• Experience building or scaling call center teams in a high-growth environment
• Familiarity with outbound sales cadences and lead generation strategies

Benefits

• $130K - $150K plus monthly performance bonus.
• 401(k) with company matching contribution up to 13%
• United Healthcare PPO medical coverage for employees, paid by the company
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, and Life Insurance
• Additional voluntary benefit options available
• Generous PTO and paid holidays
• Strong potential for future career growth within a rapidly expanding firm

Come and join a team that is making a difference in their clients and employee's lives!