Sales Director
Sales Director
Overview:
A rapidly expanding fintech firm is seeking a seasoned and results-oriented Sales Leader to spearhead business development efforts within the wealth technology sector. This role focuses on cultivating relationships with private banking institutions, family offices, investment platforms, and institutional allocators. The ideal candidate will bring deep expertise in enterprise-level sales and a strong background in financial data solutions or wealth tech.
Key Responsibilities:
- Design and implement strategic sales initiatives to meet and exceed revenue goals.
- Identify and engage high-value prospects across private banking, family office, and wealth platform segments.
- Establish and nurture partnerships with industry consultants and strategic allies.
- Deliver persuasive sales presentations and proposals tailored to client objectives.
- Lead contract negotiations and close deals that align with organizational goals.
- Represent the company at industry events, conferences, and networking forums.
Qualifications:
- Bachelor's degree in Business, Finance, Marketing, or a related discipline; advanced degree is a plus.
- 8+ years of experience in B2B sales within the wealth technology or financial data services industry.
- Demonstrated success in meeting or surpassing sales targets.
- Familiarity with platforms such as Addepar, Envestnet, FactSet, Canoe, or similar is highly desirable.
- Expertise in enterprise sales strategies and consultative selling approaches.
- Strong industry network and established client relationships.
- Analytical mindset with strong problem-solving capabilities.
- Knowledge of financial data aggregation in wealth management is advantageous.
What We Offer:
- Competitive compensation package with performance incentives.
- Comprehensive benefits including health, dental, and vision coverage.
- 401(k) retirement plan.
- Career development and growth opportunities.
- Flexible work environment with remote options.
FAQs
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