Назад
Company hidden
8 дней назад

VP, Business Development Officer, Enterprise Sales – Financial Institutions (Wealth Management)

224 500 - 374 150$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
VP, Business Development Officer, Enterprise Sales – Financial Institutions (Wealth Management): Selling and developing complex wealth management solutions for community banks and credit unions with an accent on consultative B2B sales, institutional partnerships, and enterprise opportunity management. Focus on building executive relationships, leading due diligence and cross-functional execution, and closing large financial institution opportunities.

Location: Austin, TX, United States; ability to travel approximately 25–50% as needed.

Salary: $224,500–$374,150 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services to financial advisors and institutions.

What you will do

  • Develop, manage, forecast, and close self-sourced and warm enterprise sales opportunities.
  • Consult with community banks and credit unions on retail wealth management, trust, RIA, and unified wealth offerings.
  • Lead opportunities through due diligence and coordinate execution with program management and internal stakeholders.
  • Build relationships with senior executives and collaborate with sales leadership, legal, corporate development, client success, and other partners.
  • Track opportunities and activities in Salesforce, Outlook, and related tools.
  • Use market data and client feedback to identify opportunities, improve capabilities, and inform marketing campaigns.

Requirements

  • 8+ years of experience in the wealth management industry.
  • Strong proficiency in the bank, credit union, and/or trust sectors.
  • Demonstrated success selling to C-suite executives at banks, credit unions, or similar organizations.
  • Experience with complex B2B sales, consultative selling, presentations, and executive communication.
  • Knowledge of retail wealth management, retail banking, advisor businesses, trust services, regulatory compliance, technology, and service experience.
  • Strong familiarity with Microsoft Office and Salesforce; willingness to travel approximately 25–50%.

Nice to have

  • Familiarity with hirify.global’s value proposition and core technology.
  • Experience contracting with financial institutions.
  • Understanding of the differences between banks and credit unions.
  • An existing network of senior wealth leaders or executives in community bank and credit union markets.

Culture & Benefits

  • Entrepreneurial, collaborative, and fast-paced work environment.
  • Focus on continuous improvement, client success, and tangible results.
  • 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
  • Support for professional impact and flexible business solutions for financial institutions.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →