Sales Director, Wealth Management Technology

About the Company

Our client is a growing FinTech startup in the Big Data and Analytics space. They offer an enterprise-grade data platform to financial advisors, financial services firms and technology companies to more intelligently aggregate, manage, and analyze financial portfolio data.

Responsibilities

• Take lead on major enterprise relationships with financial institutions, large technology/industry platforms and large broker-dealers
• Manage enterprise deals in the financial technology/wealth management space, from lead generation to close
• Navigate roles and ecosystems at enterprise financial services and financial technology prospects and clients to build "stickiness" and close deals
• Take lead on scaling a sales organization in a growing company to optimize the pursuit and balance of enterprise clients

Requirements

• At least 5 years of experience in enterprise sales within the fintech, wealth management, or financial advisory industry
• Familiarity with the cadence of enterprise technology sales
• Experience growing and managing both junior and senior members of a sales organization