Sales Manager

Benefits Offered: Base salary and performance-based incentives. 401(k). Fully paid health, dental,

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and vision insurance. Paid time off. Daily lunch and free parking are provided.

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Employment Type: Full-time in-office

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Why Work Here?

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Fast-growing, nationally recognized, values-based private wealth management company in uptown

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Charlotte managing $3 billion in assets. Regular access to senior leadership and working within a

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team-based culture with great compensation and full benefits. In 2024, Linden Thomas & Company

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was recognized by Barron’s as the top independent wealth management company in the Carolinas,

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and one of the top 100 nationally.

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Job Description:

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Seeking candidates with a proven track record in sales, demonstrating exceptional grit and

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determination to navigate challenges and drive results in a dynamic and competitive environment.

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This hire will serve as a key sales driver within our organization, responsible for developing and

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executing our services to acquire new high-net-worth clients and enhance relationships with existing

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prospects.

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Responsibilities:

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• Build and maintain long-term relationships with clients by providing our asset management

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services.

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• Cold calling, emailing marketing materials.

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• Conduct client meetings to assess their financial needs, goals, and risk tolerance.

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• Develop and implement financial plans to help clients achieve their financial objectives.

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• Provide investment advice and manage client portfolios to ensure they are aligned with their

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financial goals and risk tolerance.

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• Stay up to date with the latest financial trends and developments to provide the best

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possible advice to clients.

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• Meet regularly with clients & prospects to best serve them.

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• Generate new business through networking and referrals.

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Requirements:

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• Entrepreneurial ambitions.

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• History of success in sales, athletics, military, client services, or client-facing roles.

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• Excellent communication and interpersonal skills.

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• Strong attention to detail and ability to analyze complex financial data.

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• Demonstrated ability to build and maintain client relationships.

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• Excellent time-management skills.

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• Desire to continue learning & developing skillsets.• Legal authorization to work in the US without sponsorship.

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• A deep commitment to upholding the highest ethical and professional standards.

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• Bachelor's degree in a relevant field or relevant work experience in sales

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About the Company:

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Linden Thomas & Company comprises 30 accomplished professionals with a combined experience of

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over 100 years managing assets. Our firm is especially adept at building custom investment

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portfolios based on the individual objectives and needs of our clients.

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Linden Thomas and Company is blessed to be experiencing growth and continually adding talented

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staff. Another important part of our success is our involvement with various ministries and non-

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profits. This is a priority of our firm, which gives 10 percent of our revenues to charitable causes.

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Company website:https://lindenthomas.com/

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Company address: 516 N Tryon St, Charlotte, North Carolina 28202

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Physical setting: Office

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Schedule: 10–12 hour shift

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• Work Location: In person
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