Director, Wealth Solution Sales

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$/yr - $/yr

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to‑market decisions in an increasingly competitive market. Curinos operates under a hybrid modality.

This individual may work from the New York City, Boston or Chicago offices.

Curinos is currently looking for a Director of Sales to join our growing Wealth Product Sales team. This dynamic individual will have demonstrated the skills required to increase revenue from existing clients and new markets in the Wealth Management space through identifying incremental opportunities to leverage our data, software, and advisory solutions. This person will be a member of the Wealth Solutions Sales team and support Client Managers in all phases of the business development process including whitespace analysis, prospecting, pipeline development and management, developing sales materials (solution content, proposals, contracts, etc.),

providing subject‑matter expertise on Wealth solutions, executing demos and directly managing client relationships and sales processes. The candidate will be dynamic, entrepreneurial, a fast learner, independent self‑starter and have a passion for driving end‑to‑end sales. They will also have the client‑relationship management skills to penetrate top market prospects as well as Wealth and Asset Management subject‑matter expertise to be viewed as a Subject Matter Expert.

They should be highly organized, technically adept, intellectually curious, have a proven track record of smashing sales goals, and thrive in a fast‑paced environment.

• Fully understand the Wealth solutions offered at the Subject Matter Expert level, and help influence the associated development roadmaps
• Support Client Managers and Product Owners with solutions selling into the senior level prospect and existing client account base including assistance in fully qualifying opportunities, input to opportunity strategy, solutions architecting, and conducting value‑based demonstrations
• Partner with the Sales and Delivery teams to plan, prepare and execute on strategic deals in complex sales cycles
• Create and deliver powerful presentations and demos that clearly communicate the uniqueness of the value proposition and how it comes to life to meet client needs
• Collect and document competitive intelligence and provide feedback to product, sales, and marketing functions
• Conduct industry webinars and lead campaign development for distribution products and solutions

• Bachelor’s Degree required OR equivalent combination of education, training, and experience
• 10+ years of experience in wealth management platform sales, and/or with experience at bank, broker‑dealer or advisory firms
• Proven ability to creatively explain and present complex concepts in an easy‑to‑understand manner
• Ability to forge strong, long‑lasting relationships with senior executives
• Excellent analytical skills and ability to provide actionable insights from data, including advanced Excel skills
• Solid technical background with understanding and/or hands‑on experience with banking, cash sweeps and/or investments analytic solutions
• Excellent written and verbal communication skills, including presentation and creativity skills
• Excellent PowerPoint development and presentation skills
• Exceptional project management skills and the ability to turn around time‑sensitive research findings with a high degree of accuracy and insight
• Hands‑on experience with wealth management solutions, products and pricing structures
• Strong storytelling, data visualization, and presentation skills
• Track record of successfully:
• Managing and delivering on multiple projects at a time
• Being hands‑on with data and distilling the key actionable insights
• Managing client…