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Job Description
- Req#: 5577727004
Employer Industry: Financial Technology
Why consider this job opportunity:
- Salary range of $100,000 - $150,000 USD base + commission
- Meaningful equity stake as part of the overall compensation package
- Comprehensive health, dental, and vision coverage
- Retirement benefits and flexible PTO
- High-impact role with direct reporting to the CEO, offering visibility and influence
- Opportunity to work within a fast-paced startup culture and contribute to innovative solutions in wealth management
What to Expect (Job Responsibilities):
- Own the full sales cycle, from prospecting and lead generation to negotiation and closing, targeting mid-market and small enterprise clients
- Utilize consultative selling techniques to identify opportunities for TIFIN solutions based on deep wealth management domain expertise
- Build long-term relationships with clients to foster expansion, renewal opportunities, and strategic partnerships
- Gather client feedback to influence product strategy and share insights with product leaders
- Collaborate with sales and executive leaders to shape long-term sales strategy
What is Required (Qualifications):
- Minimum of 8 years in B2B tech sales within the wealth management sector
- Deep understanding of the wealth management domain, including challenges faced by Registered Investment Advisor (RIA) firms
- Proven ability to engage C-level executives and build trusted relationships
- Demonstrated hunter mentality with a strong desire to proactively generate leads
- Experience working in a fast-paced startup environment with resilience and adaptability
How to Stand Out (Preferred Qualifications):
- Experience in early-stage startups, contributing to growth and business development
- A network within the wealth management space, though not required
#FinancialTechnology #WealthManagement #B2BSales #StartupCulture #CareerOpportunityAbout the company
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