Note: The job is a remote job and is open to candidates in USA. Strategic Employment Partners is hiring a Sales Director for a growing financial technology company focused on advanced planning solutions for financial advisors. The role will lead enterprise growth, own the complete sales cycle for strategic accounts, and build relationships across financial services organizations while collaborating with marketing, product, and customer success.
Responsibilities
- You will own the complete sales cycle for enterprise and strategic accounts - from pipeline development through contract close - while building relationships with registered investment advisors, broker-dealers, banks, and wealth management firms
- You will lead product demonstrations, negotiate contracts, and represent the company at industry events, working cross-functionally with marketing, product, and customer success
Skills
- Strong track record in financial technology or wealth management technology sales, ideally selling directly to financial advisors
- 10+ years of software/technology sales
- Demonstrated ability to thrive in settings without a pre-built playbook
- CFP credential or deep financial-planning fluency is a plus
- Prior experience as a wholesale representative or in an early-stage/startup sales environment is also a plus
Benefits
- Commission
- Fully remote, U.S.-based role
Company Overview