Sales Executive, Wealth Management Technology

About the Company

Our client is a growing FinTech startup in the Big Data and Analytics space in New York City. They provide an innovative cutting edge data management and analytics solution to the Wealth Management space, providing an enterprise-grade data platform for financial advisors, financial services firms, and technology companies.

Responsibilities

• Take lead on managing inbound leads and outbound sales for the financial advisor segment
• Lead demos and discovery sessions with target clients
• Manage customer lifecycle from prospecting to qualification to conversion
• Become a thought leader and advocate for the technology in the industry
• Attend conferences and industry events
• Systematically track client and prospect interactions and maintain structured records
• Provide product feedback to support and operations teams

Requirements

• 2-3 years of sales experience in the RIA/financial advisory space
• Familiarity with the industry landscape and technology provider categories
• Experience with outbound sales or technology sales to financial advisors
• Hunting mindset and high level of hustle
• Organized and disciplined work style with attention to detail
• Ability to travel up to 20% within the Greater NYC area