VP Sales, Head of North American Wealth Management Product Sales (Hybrid- NYC) (Fintech)

Location: Hybrid — New York, NY

Salary: $200,000–$220,000 USD annually, plus bonus eligibility

Company

Global financial technology provider delivering communications, technology, data, and analytics solutions for business transformation, with approximately 10,000 associates and a significant presence in North America, Europe, and Asia.

What you will do

• Lead a sales team selling front-to-back wealth management technology and operations solutions across North America.
• Drive recurring revenue and new-logo acquisition among wealth managers, broker-dealers, private banks, and related financial institutions.
• Manage target-account databases, pipeline development, whitespace analysis, campaigns, and sales accountability processes.
• Coach sales executives on prospecting, opportunity development, consultative pitches, client meetings, and closing strategies.
• Build and manage the sales organization through recruitment, training, performance management, quota setting, and resource coordination.
• Partner with product leadership to incorporate market feedback into product enhancements and roadmap priorities.

Requirements

• At least 10 years of sales leadership experience selling technology or enterprise solutions to wealth management organizations.
• Deep understanding of front-, middle-, and back-office operations across wealth management firms, broker-dealers, and private banks.
• Established relationships with C-suite and senior executives, custodians, clearing firms, consultants, and technology partners.
• Experience with SaaS and/or enterprise platform sales, strong closing ability, and contract-negotiation skills.
• Detailed knowledge of books and records, tax reporting, corporate actions, securities lending, cash management, advisor compensation, fee and expense management, data management, reconciliation, and reporting.
• Ability to travel up to 50%, manage teams to quota, and operate effectively in a dynamic, high-pressure environment.

Culture & Benefits

• Collaborative, engaging, and inclusive workplace focused on helping associates perform at their best.
• Comprehensive benefits package.
• Bonus-eligible position.
• AI-based tools may support application review, with final employment decisions subject to human review.