Coverage- Wealth New York On-site

Nodi; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Salary + equity

Performance incentives

Expansion opportunities

Supportive work environment

Job summary

Model ML is seeking a high-impact enterprise sales leader to manage and grow relationships with US wealth managers and private banks, from initial meetings to signed contracts and firm-wide rollout. You will lead complex, multi-stakeholder deals across wirehouses, RIAs, and private banks, driving cross-functional collaboration and renewals.

The role demands a proven track record of closing six-figure contracts, senior-level engagement, and the ability to navigate procurement, legal, and security

Qualifications

• 5+ years in US wealth management or private banking, or carrying a quota selling enterprise software or data to wealth firms and financial services.
• Senior relationships at wirehouses, private banks or RIAs.
• Top-performer record: over quota in most years, with proof.
• Has closed six-figure contracts with large banks, funds or advisory firms, or led firm-wide programmes.
• Clear, proactive communicator who escalates early and closes loops.
• Comfortable operating autonomously in a fast-changing environment.
• Willingness to travel as needed.

Responsibilities

• Build and own a pipeline of new logos across wirehouses, private banks and large RIAs in the US.
• Build relationships with CIO offices and advisor platform and digital leaders, from senior introductions onwards.
• Run enterprise sales cycles through procurement, legal and security review.
• Bring in product specialists for demos and pilots, then close.
• Turn pilots into firm-wide rollouts with our wealth product specialist, and own the renewal.
• Work with colleagues in EMEA and APAC on global wealth firms.
• Forecast accurately and hit a quarterly number.

Skills

Enterprise sales

Wealth management knowledge

Quota carrying

Six-figure contracts

Autonomous work

Travel willingness

Job description

Model ML is the AI workflow builder transforming how major financial institutions produce and validate client-ready work. Model ML converts complex, manual processes into fully automated AI systems that scale across global teams. In under a year, Model ML has become one of the fastest growing enterprise AI platforms worldwide and recently closed a $75 million Series A, one of the largest fintech Series A rounds ever. The round was backed by FT Partners, Y Combinator, LocalGlobe, QED, 13books, and other top global investors.

Job Description:

Win and own Model ML’s relationships with US wealth managers and private banks, from the first meeting to a signed contract, then through firm-wide rollout and renewal.

Responsibilities:

• Build and own a pipeline of new logos across wirehouses, private banks and large RIAs in the US.
• Build relationships with CIO offices and advisor platform and digital leaders, from senior introductions onwards.
• Run enterprise sales cycles through procurement, legal and security review.
• Bring in product specialists for demos and pilots, then close.
• Turn pilots into firm-wide rollouts with our wealth product specialist, and own the renewal.
• Work with colleagues in EMEA and APAC on global wealth firms.
• Forecast accurately and hit a quarterly number.

What you can expect:

• It won’t be easy; in fact, it will be very hard
• BUT, it will be a lot of fun
• You need to be comfortable with being uncomfortable; timelines will change, priorities will most likely shift
• Be prepared for an exciting, fast-paced journey where you’ll learn a lot, take on meaningful challenges, and grow along the way.

Requirements (what "good" looks like):

• 5+ years in US wealth management or private banking, or carrying a quota selling enterprise software or data to wealth firms and financial services.
• Senior relationships at wirehouses, private banks or RIAs.
• Top-performer record: over quota in most years, with proof.
• Has closed six-figure contracts with large banks, funds or advisory firms, or led firm-wide programmes.
• Clear, proactive communicator who escalates early and closes loops.
• Comfortable operating autonomously in a fast-changing environment.
• Willingness to travel as needed.

Nice to have:

• A background in wealthtech or enterprise sales, ideally selling into wealth firms.
• Prior consulting experience working with wealth managers on their business or technology.

What We Offer:

• Competitive salary + equity
• Performance-based incentives
• Opportunity to be instrumental in our expansion into the market
• Supportive and innovative work environment

To conclude, we're building a team of like-minded, incredibly smart, tenacious individuals with relentless work ethic and focus, all driving towards our very clear revolutionary mission. If you match this description, buy into that mission and you're at a career stage where you're ready to make your defining statement to the world,

About the interview

Our Process: We're very conscious of everyone's time, so we want to make the process as efficient as possible.

• Call 1: 30-minute intro call with an Engagement Manager
• Call 2: 30-minute with a Head of Engagement Management
• Call 3: 30-minute deep dive with Adam (COO)