Our client is a leader in Software as a Service (SaaS) based digital wealth management platform. With the aim to increase investor access to sophisticated wealth management advice our client's solutions empower wealth management firms and individual advisors to provide and manage virtually any investment for any investor through any distribution channel.
Our client's digital solutions are used across North America to deliver superior investment experiences to clients.
You will be responsible for developing and executing a strategic sales plan to acquire new clients across North America by leveraging your deep experience selling enterprise solutions to financial institutions.
Responsibilities Sell to broker/dealers and Investment Advisors Identify well-qualified prospects through networking, cold calling, trade shows, marketing follow-up and working with all strategic channels. Attend meetings with qualified prospects at client locations across the United States. Tailor detailed presentations, proposals, and follow-up activities with qualified prospects. Follow an established sales process, keep CRM up-to-date, and track progress on committed deals and forecasts. Achieve monthly and quarterly opportunity generation and recurring revenue targets. Maintain an accurate database of client contact information. Attend networking groups and industry events.
Proven experience as a hunter and top performer, selling enterprise solutions to financial institutions. Experience with an 'evangelical sale' of an innovative or disruptive software-as-a-service. High-level understanding of wealth management market Experience in consultative sales within a service-based organization, ideally selling a software-as-a-service product, or at least technology or technology services Skills in account mapping, navigating a complex organization and securing buy-in from multiple stakeholders. Approach to sales that is driven by established complex sales processes. Experience with Customer Relationship Management (CRM) tools and processes.