Growth Leader

Summary

PSBLTY is a coaching and consulting company focused on helping leaders and organizations achieve authentic growth and transformation. The Growth Leader will facilitate coaching cohorts and sessions for financial advisors, drive accountability and measurable client outcomes, and support retention, referrals, renewals, and expansion opportunities.

Responsibilities

• Facilitate 1:1 and small group coaching cohorts that deliver clarity, value, and actionable next steps
• Drive client partner outcomes by setting goals, tracking progress, and celebrating measurable wins
• Provide program and product feedback to improve PSBLTY offerings and client experiences
• Ensure deliverable quality and timeliness, reviewing work outputs and keeping commitments on scope and deadlines
• Conduct session prep and follow-up to reinforce accountability and maximize impact
• Support client partner retention through proactive relationship-building and high-value interactions
• Identify and pursue upsell, cross-sell, upgrade, and renewal opportunities aligned with client goals
• Build trust that leads to referrals through consistent results and world-class service
• Continuously refine growth playbooks, scripts, and approaches to meet the needs of diverse client partners
• Participate in internal team meetings, retrospectives, and leadership syncs to improve collaboration and delivery
• Champion our brand and culture. Be a steward of our brand values in every interaction, both internally and externally. Represent The PSBLTY Co. with integrity, passion, and authenticity, ensuring that who we are—and who you are—is reflected in all that we do
• Drive impact through your work. Align your efforts with our mission to help leaders and their organizations grow profits by standing out. Ensure that every task, project, or initiative you undertake moves us closer to this goal
• Deliver measurable results. Focus on outcomes that can be tracked and reported. Whether you’re responsible for driving revenue, increasing engagement, or improving client partner satisfaction, your work should be data-driven and results-oriented
• Collaborate and lead cross-functionally. Work seamlessly with other team members and departments to ensure that our projects and strategies are aligned, cohesive, and effective. Your ability to communicate and coordinate with others will be crucial to our success
• Innovate and refine processes. Continuously seek opportunities to improve the way we work. Whether it’s by streamlining processes, introducing new tools, or refining existing systems, your contributions should make our operations smoother and more efficient

Skills

• 2+ years helping people or organizations achieve meaningful growth through coaching, consulting, leadership, client success, or advisory work
• Demonstrated ability to build trust, create accountability, and drive measurable outcomes
• Exceptional communication skills
• A commitment to delivering a world-class client experience
• 3+ years of experience in your field
• A strong track record of delivering results and driving growth
• An excellent communicator, both in writing and speaking, who can articulate ideas clearly and persuasively
• Self-motivated, proactive, and don't wait to be told what to do
• You're results-oriented, focused on hitting targets, and driving both personal and team success
• You work well with others, enjoy the collaborative process, and are comfortable with the ambiguity that comes with growth and change
• You embrace systems and processes that enable us to scale and improve continuously
• 5+ years in coaching, consulting, leadership development, executive advisory, or client success roles
• Experience serving leaders in the wealth management industry, including financial advisors
• Demonstrated expertise in one or more of the following areas: brand strategy, sales growth, business development, culture, leadership, or organizational effectiveness
• Experience guiding business owners, executives, or leadership teams through growth and transformation
• Experience facilitating executive-level coaching conversations that create clarity, accountability, and sustained behavioral change
• Track record of driving measurable client outcomes, client retention, referrals, renewals, or expansion opportunities
• Ability to work Eastern Time hours
• You're constantly seeking knowledge, open to new ideas, and thrive in a dynamic, fast-paced environment
• You enjoy discovering and implementing new technologies to enhance our operations and drive innovation
• You're looking for opportunities to grow in your leadership within a rapidly expanding company

Qualifications

Must Haves

• 2+ years helping people or organizations achieve meaningful growth through coaching, consulting, leadership, client success, or advisory work
• Demonstrated ability to build trust, create accountability, and drive measurable outcomes
• Exceptional communication skills
• a commitment to delivering a world-class client experience
• 3+ years of experience in your field
• a strong track record of delivering results and driving growth
• an excellent communicator, both in writing and speaking, who can articulate ideas clearly and persuasively
• self-motivated, proactive, and don't wait to be told what to do
• You're results-oriented, focused on hitting targets, and driving both personal and team success
• You work well with others, enjoy the collaborative process, and are comfortable with the ambiguity that comes with growth and change
• You embrace systems and processes that enable us to scale and improve continuously

Nice to Haves

• 5+ years in coaching, consulting, leadership development, executive advisory, or client success roles
• Experience serving leaders in the wealth management industry, including financial advisors
• Demonstrated expertise in one or more of the following areas: brand strategy, sales growth, business development, culture, leadership, or organizational effectiveness
• Experience guiding business owners, executives, or leadership teams through growth and transformation
• Experience facilitating executive-level coaching conversations that create clarity, accountability, and sustained behavioral change
• Track record of driving measurable client outcomes, client retention, referrals, renewals, or expansion opportunities
• Ability to work Eastern Time hours
• You're constantly seeking knowledge, open to new ideas, and thrive in a dynamic, fast-paced environment
• You enjoy discovering and implementing new technologies to enhance our operations and drive innovation
• You're looking for opportunities to grow in your leadership within a rapidly expanding company

Benefits

• Opportunities for continuous learning, professional development, and leadership growth
• Clear goals, actionable feedback, and the resources needed to succeed
• A work environment where perspectives are valued and team members feel heard, respected, and empowered to bring their authentic selves to work
• Creative freedom to explore new ideas, run experiments, and contribute innovative solutions
• A healthy work-life balance and flexibility where possible
• Acknowledgment and rewards for hard work, dedication, and unique contributions
• Advocacy and support to remove obstacles and help employees thrive within the organization
• Commitment to employees’ personal and professional journeys and long-term career development