About the team
At PSBLTY, we’re assembling a powerhouse team of passionate, innovative, and growth-driven leaders who are committed to helping others achieve their fullest potential. Our team is not just about filling roles; it’s about creating a collective force that drives authentic growth for our client partners and within our own organization. As part of a rapidly growing company, our team members are expected to take 100% responsibility for everything they do, think strategically, make bold decisions, and act as catalysts for transformation in the financial services industry—and beyond.
This team thrives on a culture of possibility, where every member is encouraged to bring their boldest, most authentic self to work, contribute fresh ideas, and push the boundaries of what’s possible. We draw inspiration from world-class organizations that don’t just follow trends but set them. Here, you’ll have the freedom to experiment, the support to grow, and the tools to make a real impact, whatever your role.
Reporting to our Director of Fulfillment, you’ll collaborate closely with a dynamic group of growth leaders, strategists, and client success champions. Together, we’re not just building a company; we’re crafting a movement that empowers other leaders to stand out and make a difference. Join us, and you’ll be part of a team that’s dedicated to breaking new ground, both in our own growth and in the growth we create for our client partners.
About the role
At PSBLTY, we believe that creating value is at the heart of every role. Whether someone’s a growth leader, strategist, or specialist, everybody’s contributions are key to our collective success, yours included.
As a Growth Leader, you will facilitate coaching cohorts and sessions for financial advisors, creating clarity, driving accountability, and producing measurable business and personal outcomes
.
You will be responsible to:
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.
While the specifics of your responsibilities are based on your role, certain expectations are universal across our entire team. In addition to your role’s responsibility, you will join everyone at The PSBLTY Co. in your responsibility to:
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.
Embrace the PSBLTY spirit by committing to “Be 100”—100% responsible, 100% of the time, and lead with unwavering accountability in every action you take. We’re counting on you.
What you bring
We’re seeking an impact-driven individual who is eager to contribute to a company that prioritizes authentic growth and transformation.
Minimum requirements
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
and a commitment to delivering a world-class client experience.
Preferred requirements
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.
What we will do
At The PSBLTY Co., we believe in mutual commitment and responsibility. As much as we expect our team members to contribute to our collective success, we are equally committed—and 100% responsible—to supporting and empowering you to reach your goals. As a team, we commit to:
Invest in your growth. We commit to providing you with opportunities for continuous learning, professional development, and leadership growth.
Provide clear direction and support. We will ensure you have clear goals, actionable feedback, and the resources you need to succeed in your role.
Foster a culture of belonging. We promise to cultivate a work environment where perspectives are valued, and where every team member feels heard, respected, and empowered to bring their authentic self to work.
Encourage innovation and creativity. We commit to giving you the creative freedom to explore new ideas, run experiments, and contribute innovative solutions that drive our mission forward.
Maintain open and honest communication. We pledge to be transparent in our communication, keeping you informed and engaged in our strategic direction and decisions.
Create a balanced work environment. We will prioritize your well-being by encouraging a healthy work-life balance and offering flexibility where possible.
Recognize and celebrate your contributions. We promise to acknowledge and reward your hard work, dedication, and the unique value you bring to our team.
Support your success. We are committed to being your advocates, removing obstacles in your path, and doing whatever it takes to ensure you thrive within our organization.
Align on purpose and values. We will consistently demonstrate our core values, ensuring that our actions as leaders align with the culture we’re building together.
Commit to your long-term success. We’re here for the long haul, dedicated to your personal and professional journey, and committed to helping you build a career that’s as fulfilling as it is impactful.
At The PSBLTY Co., your success is our success. We’re in this together, and we’re fully committed to creating an environment where you can do your best work and grow into the leader you’re meant to be.