WealthTech – Enterprise Sales Manager. USA remote, any location.

New York, New York
Excelsior Search

Excelsior has been engaged to conduct a search for this innovative and well capitalised wealth management technology firm. This past summer they closed Series B funding, recently closed out a top 3 global bank as a client for a US wide roll-out, and are going from strength to strength with a unique enterprise digital platform that is proven to increase AUM from private clients.

As they continue to grow the CEO is looking to build out the sales team with the hire of a ‘heavy hitting’ sales professional for the USA targeting the wealth management, private banking, retail investment advisor and brokerage sector to ensure their platform becomes an industry standard. Reporting direct to the CEO you’ll have entrepreneurial freedom for devising and executing an effective sales strategy to ensure success. A great career opportunity to ‘make the role your own’, ‘have impact’, and reap both the professional and personal rewards that come with such a high growth wealthtech sales opportunity.

Appropriate candidates will be able to show:

– Experience selling to investment institutions i.e. either wealth managers, private banks, RIA groups, retail brokers, banks, mutual funds etc.
– Enterprise technology sales track record, with a consultative, long sales cycle, high value solution business development approach selling to the C-suite within financial institutions.
– The ability to pick up solutions which are new and unique in the market enabling digital transformation for the wealth management sector.
– The personal motivation and ability to contribute to a dynamic and entrepreneurial team culture.

This sales position will be appropriate for a ‘stand out’ sales professional looking for a more ‘unique’ proposition with proven sales potential, no strong competitors and an untapped market to go after for this unique digital transformation wealthtech solution. Hence joining this company at this stage of scale-up growth is a very rare opportunity to make sales and reap the high financial rewards of sales success and career growth satisfaction this will bring. This company firmly believes their solution will become a new standard for the wealth management industry so are building a sales organisation to make it a reality!

Remuneration: Competitive basic salary, commission scheme, benefits & options.

Please either apply online here or introduce yourself in confidence by email to .

Keywords: new business sales, sales executive, sales manager, sales representative, account executive, VP Sales, wealth managers, wealth management, buy side, mutual funds, asset management, investment management, RIA, investment advisors, retail brokers, banks, private banks.