Sales, Business Development, B2B Sales
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-24
Listing for:
TIFIN
Full Time
position Listed on 2026-01-24
Job specializations:
-
Sales
Business Development, B2B Sales, Sales Development Rep/SDR -
Business
Business Development
Job Description & How to Apply Below
Overview
Industry: Financial Technology
Why consider this job opportunity:
- Salary up to $150,000 USD base plus commission
- Meaningful equity stake as part of the overall compensation package
- Comprehensive health, dental, and vision coverage
- Retirement benefits and flexible PTO
- Opportunity to drive new business growth in a high-impact role reporting directly to the CEO
- Work with a world-class team and collaborate with strategic partners in the wealth management space
- Own the full sales cycle from prospecting and lead generation to negotiation and closing
- Conduct consultative selling by leveraging expertise in wealth management to identify opportunities for TIFIN solutions
- Build long-term relationships with clients that lead to expansion and renewal opportunities
- Collaborate with product leaders on future product roadmap and new features based on client feedback
- Shape go-to-market and product strategy to increase the impact of TIFIN solutions
- Minimum 8+ years in B2B tech sales within the wealth management sector
- Deep understanding of the wealth management domain and the challenges faced by Registered Investment Advisors (RIAs)
- Proven sales track record with the ability to engage C-level executives and build trusted relationships
- Self-starter mentality with a strong focus on outbound sales and lead generation
- Experience in early-stage startups is a plus
- Proven ability to drive complex deals to completion and lead contract negotiations
- Familiarity with organic growth pain points in the wealth management industry
- Experience collaborating with sales and executive leaders to shape long-term sales strategy
- Strong adaptability and resilience in fast-paced startup environments
#Financial Technology #Sales Executive #Wealth Management #Career Opportunity #Startup Culture
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