Director of Sales

Our client is a leading wealth management platform that helps individuals build and safeguard their wealth through innovative technology and outstanding customer service. With its fast-paced environment and a seasoned leadership team, our client combines the energy of a growing company with the stability of experienced management. Based in New York City, they are revolutionizing the wealth management industry.

They are looking for a proactive and strategic Director of Sales to join their B2B Wealth Platform team. This key role will focus on expanding and developing new relationships with their Registered Investment Advisor (RIA) partners, ensuring their success with our platform, and promoting its adoption. The ideal candidate will bring experience in relationship management, software sales, and customer success within the wealth management or fintech sectors.

Strong organizational skills, a proactive mindset, and the ability to build lasting relationships with advisors, operations teams, and C-suite executives are essential.

Lead Sales Strategy and Execution – Develop and execute a comprehensive sales strategy for driving software adoption among RIAs, identifying key growth opportunities, and maximizing revenue generation within the RIA market segment.

Build and Maintain Client Relationships – Establish and cultivate strong, long-term relationships with prospective and existing RIA clients. Collaborate with key decision-makers to understand their unique business needs and align the software solution to drive their success.

Drive New Business Development – Identify and prospect new RIA clients, developing a robust pipeline of sales opportunities. Leverage market insights, networking, and sales outreach to generate leads and convert them into long-term customers.

Lead Sales Team Performance – Mentor and lead a high-performing sales team, setting clear goals, tracking progress, and ensuring they have the tools and support necessary to meet and exceed sales targets.

Sales Enablement and Training – Equip the sales team with the knowledge, resources, and training needed to effectively communicate the value proposition of the software to RIAs. Foster a deep understanding of the platform’s unique features and benefits to drive successful client engagement and closing.

Manage Sales Forecasting and Reporting – Oversee sales forecasting, pipeline management, and performance tracking. Provide regular reporting on sales metrics, account growth, and revenue trends to executive leadership, ensuring visibility and alignment with business goals.

Collaborate with Product and Marketing Teams – Work closely with product and marketing teams to ensure the software’s features meet the evolving needs of RIAs. Provide valuable feedback to improve offerings and create targeted sales campaigns that resonate with prospects.

Enhance Client Retention and Upsell Opportunities – Implement strategies to ensure high client retention rates and identify opportunities for upselling or expanding product usage within existing accounts. Proactively address client concerns to maximize satisfaction and lifetime value.

Travel and Industry Engagement – Attend industry events, conferences, and client meetings to build brand awareness, generate new business, and deepen relationships with key RIA firms. Travel as necessary to engage directly with clients and prospects.

• A passion for delivering an outstanding sales experience.
• A self-motivated, energetic individual who enjoys building relationships with clients and driving results.
• Strong problem-solving and curiosity skills, with the ability to streamline processes.
• Meticulous attention to detail and excellent organizational skills to manage multiple accounts.
• Prior experience in sales within a wealth management firm, RIA, or fintech company.
• Excellent communication skills, both written and verbal, and the ability to collaborate across teams.
• A solid understanding of the wealth management industry, RIA business models, and technology platforms.

• Be part of a fast-growing, well-funded company that’s reshaping the wealth…