Senior Sales Executive - Wealth Management & Private Banking

POSITION: Senior Sales Executive Wealth Management & Private Banking
WORK TYPE: Full-Time
LOCATION: Remote, must be based in the United States

Our client is a rapidly growing fintech software provider that enables financial institutions to accelerate digital transformation and compete in a digital-first world. They are expanding our Sales team and seeking strategic, results-driven Sales Executives with expertise in Wealth Management and Private Banking. Their innovative wealth and private banking suite empowers clients to deliver next-generation client and employee experiences while optimizing operations. If you're looking for a career, not just a job, and want to make an impact in shaping the future of wealth management technology, wed love to hear from you.

Responsibilities:

• Own and drive sales opportunities within the Americas sales team, targeting new business in Wealth Management and Private Banking.
• Develop and execute sales strategies to meet and exceed quotas, leveraging the company's industry-leading fintech solutions.
• Build strong client relationships and act as a trusted advisor to senior executives, guiding them in their digital transformation journey.
• Lead end-to-end sales cycles, from opportunity identification to closing large software agreements ($1M+ ARR).
• Forecast and manage a pipeline of new business opportunities, ensuring strategic alignment with company growth objectives.
• Work in a fast-paced, collaborative environment that fosters professional growth and innovation.
• Report directly to the Regional VP of Sales.

Requirements:

• Bachelors degree or equivalent experience.
• 10+ years of quota-carrying sales experience, with a proven track record of exceeding targets.
• 5+ years selling to Wealth Managers and Private Banks, with an in-depth understanding of industry dynamics.
• Strong network and industry connections within Wealth Management and Private Banking.
• Ability to craft tailored digital transformation strategies for enterprise clients.
• Experience navigating complex sales cycles and negotiating large enterprise software deals.
• Strategic thinker with a problem-solving mindset and a passion for innovation.