Careers – Join Our Growing Team

PPB Capital is a growing and innovative company providing deep expertise, boutique service and leading-edge technology to enable financial advisors to grow through the private markets. PPB has been around for 21 years and is entering a new phase of the company’s growth ambitions. PPB is big enough to matter but nimble enough to take advantage of the enormous market opportunity. Our motto is “clear advice, confident decisions”.

Job Summary

We are currently seeking a dynamic consultative sales leader who will work with the Chief Growth Officer to develop and administer the sales process, tools, and talent management initiatives that will enable our sales team to perform at their best. This leader will play a critical role in developing our current and future sales talent, strengthening connectivity between Sales and Marketing, and building the revenue operations capabilities needed to drive greater performance and expansion of our sales team capabilities.

The ideal candidate combines strong sales leadership and coaching skills experience with an analytical and operational mindset and an obsession about the partner’s experience. They understand what strong consultative selling looks like and can translate that understanding into the systems, processes, metrics, and talent coaching that improve sales effectiveness.

Key Responsibilities

Sales Coaching & Talent Development

• Lead, coach, and develop early-career sales professionals, creating a strong pipeline of talent prepared to grow into sales director roles.
• Establish clear expectations for sales behaviors, activity, skill development, and performance.
• Provide consistent coaching through 1:1s, and team-based learning.
• Recruit, onboard, and train high-potential sales talent.
• Identify skill and capability opportunities across the team and develop programs, tools, and resources to address them.
• Introduce sales effectiveness tools and drive adoption of those that improve productivity, preparation, execution, and client engagement.
• Contribute to a culture of accountability, continuous improvement, and shared learning across the sales organization.

Sales & Marketing Connectivity

• Strengthening the operating connection with our business partners in marketing to ensure strong alignment between marketing and sales.
• Establish clear expectations for lead ownership, prioritization, and follow up.
• Monitor lead response and conversion metrics and identify opportunities to improve execution.
• Create feedback loops between Sales and Marketing to improve lead quality, campaign effectiveness, and messaging.
• Generate ideas for elevating outreach efforts and valid business reasons for reaching out so that they are meaningful to our prospective clients.
• Help both teams develop a shared understanding of what is generating meaningful engagement, pipeline, and capital commitments.

Sales Operations & Sales Effectiveness

• Intentionally design CRM processes around the behaviors and business outcomes we want to drive including operational efficiency of the sales team.
• Establish greater visibility into pipeline health, sales activity, conversion, velocity, forecasting, and other key performance indicators.
• Collaborate with the CGO to develop reporting and operating rhythms that enable us to identify business opportunities, risks, and performance trends.
• Translate sales data into actionable business insights that inform sales strategy, resource allocation, advisor coverage design, and other priorities.
• Ensure systems and workflows support how sales professionals operate in the field while creating appropriate consistency and accountability.
• Continuously evaluate sales processes to identify friction, improve productivity, and increase the organization’s ability to scale.

Impact

This leader’s impact will be demonstrated by a stronger pipeline of developing sales talent, improved sales execution and accountability, stronger connectivity between Sales and Marketing, greater adoption of sales tools and processes, and improved visibility into pipeline health.

Qualifications

Experience

• 10+ years of professional experience within the financial services industry

Location

• This is a hybrid role based out of our West Conshohocken, PA office.

Licenses & Certifications

• Preferred: Securities Industry Essentials (SIE) license.
• Preferred: Active FINRA Series 7 license.
• Candidates who do not currently hold a Series 7 license must obtain it within three (3) months of hire.

Knowledge, Skills, and Abilities

• Demonstrated success leading, coaching, and developing sales professionals.
• Strong understanding of consultative selling and the behaviors that drive successful sales outcomes.
• Experience developing early-career talent into increasingly sophisticated client-facing roles.
• Strong working knowledge of CRM systems, pipeline management, forecasting, and sales performance metrics.
• Ability to translate business objectives into practical sales processes, tools, and operating rhythms.
• Working knowledge of investment fund services preferred.
• Experience partnering across Sales, Marketing, Finance, and other functions.
• Strong analytical orientation with the ability to turn data into actionable business insights.
• Comfortable moving between strategic thinking and hands-on execution.

PPB Capital Partners is an Equal Opportunity Employer.

PPB provides equal employment opportunities to all employees and applicants for employment without regard to (and prohibits discrimination on the basis of) race, color, religion, age, sex (including pregnancy, childbirth and related medical conditions; sexual orientation; and gender identity or expression), national origin, disability, genetics information, military or veteran status, or any other factors or characteristics protected by applicable law.

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