Sales Executives, Wealth Management Technology

Job Description

Position to fill:
Sales Executives, Wealth Management Technology

Industry: Data management and analytics solutions.

Location:

NYC

Salary range: US $70-90k base + equity.

• Take lead on managing inbound leads and outbound sales for the financial advisor segment (primarily registered investment advisors, financial planners, and sized broker‑dealers).
• Lead demos and discovery sessions with target clients.
• Manage customer lifecycle from prospecting to qualification to conversion.
• Become a thought leader and advocate for our technology in the industry, attending events.
• Systematically track client and prospect interactions, keep structured records of client issues and product feedback to pass on to support and operations teams.

• 2-3 years of sales experience in the RIA/financial advisory space.
• Familiarity with the industry landscape, such as categories of technology providers, distinctions across different kinds of financial advisors, etc.
• Experience with outbound sales and/or technology sales to financial advisors.
• A hunting mindset coupled with a winning personality (we want someone who hustles, not an over‑the‑top shark).
• Organized, disciplined work style with an attention to detail – deep knowledge of our pipeline and different customers, as well as what is required to move them forward/close.
• Up to 20% travel; territory mostly in the Greater NYC area.

Our client is a growing Fin Tech 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, i.e., an enterprise‑grade data platform for financial advisers, financial services firms and technology companies to more intelligently aggregate, manage, and analyze financial portfolio data.

Job Status:
Full Time

Contact: