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Sales, Business Development, B2B Sales

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
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
Salary/Wage Range or Industry Benchmark: 150000 USD Yearly USD 150000.00 YEAR
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
What to Expect
  • 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
Qualifications
  • 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
Preferred Qualifications
  • 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

"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position.

Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."

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