5 дней назад
Director, Sales Executive for Advisor Compensation (Fintech)
135 000 - 145 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Sales Executive for Advisor Compensation (Fintech): Driving new business growth for wealth management technology solutions focused on advisor compensation, advisor onboarding, and wealth technology platforms with an accent on enterprise relationships, consultative selling, and executive engagement. Focus on building pipelines, leading complex sales cycles, aligning technology solutions with client priorities, and negotiating enterprise agreements across the wealth management industry.
Location: New York, NY, United States
Salary: $135,000–$145,000 per year, plus bonus eligibility
Company
provides wealth management technology and operational solutions for financial institutions and wealth management organizations.
What you will do
- Develop and execute a strategic sales plan for Wealth Management Solutions.
- Build and manage a pipeline across broker-dealers, wealth managers, RIAs, private banks, and other wealth management firms.
- Identify and pursue enterprise opportunities involving advisor compensation, advisor onboarding, and wealth technology modernization.
- Lead complex consultative sales cycles from prospecting and solution demonstrations through negotiation and close.
- Align technology solutions with client business outcomes and strategic priorities.
- Collaborate with Enterprise Sales, Account Management, Product, Presales, and Implementation teams on proposals, RFPs, executive presentations, and client delivery.
Requirements
- 6–10+ years of enterprise technology sales experience in the wealth management industry.
- Successful experience selling complex SaaS, workflow, or operational technology solutions to financial institutions and wealth management organizations.
- Strong understanding of advisor onboarding, advisor compensation, recruiting, and practice management workflows.
- Experience managing multi-stakeholder sales cycles and negotiating enterprise agreements.
- Excellent communication, presentation, and executive engagement skills.
- Willingness to travel as required for clients, prospects, and industry events.
Nice to have
- Experience selling advisor technology, wealth operations, CRM, compensation, onboarding, or practice management platforms.
- Knowledge of digital transformation initiatives within broker-dealers and wealth management firms.
- Experience working with Product, Implementation, Presales, and Client Success teams.
- Familiarity with enterprise software sales methodologies and long-cycle consultative selling.
- An established executive network across the wealth management market.
Culture & Benefits
- Collaborative, engaging, and inclusive workplace environment.
- Benefits package available for the role.
- Bonus eligibility.
- Workplace focused on authenticity, inclusion, and employee support.
- AI-based tools may support application review, with human oversight in employment decisions.
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