Enterprise Sales Director

InvestorCOM; Charlotte (NC); À distance; USD 140 000 - 210 000; Plein temps

Résumé du poste

InvestorCOM is expanding its US wealth and retirement footprint and invites an Enterprise Sales Director to drive revenue growth by identifying, developing, and closing opportunities with large financial institutions. This role is primarily remote with travel to client locations and quarterly visits to InvestorCOM Toronto.

The ideal candidate will have a proven track record selling SaaS to broker-dealers, retirement plan providers, and other enterprise clients, with deep knowledge of retirement

Qualifications

• 5+ years enterprise sales in fintech/wealth tech.
• Experience selling to large financial institutions.
• Knowledge of US retirement and wealth regulations.

Responsabilités

• Develop and execute a strategic sales plan to achieve revenue targets in retirement solutions and wealth management.
• Identify and engage enterprise clients within wealth management, retirement solutions, banking, and financial advisory industries.
• Build and maintain relationships with C-suite, compliance, technology leaders and retirement product heads.
• Lead the end-to-end sales process from prospecting to closing deals.
• Collaborate with marketing, product and customer success for onboarding and satisfaction.
• Stay informed on regulatory changes and industry trends in wealth and retirement.
• Represent InvestorCOM at industry events and conferences.

Connaissances

Enterprise sales

Relationship mgmt

SaaS selling

Regulatory knowledge

Communication

Negotiation

Formation

Bachelor's degree in business

MBA

Outils

HubSpot

LinkedIn Sales Navigator

Description du poste

Who We Are

InvestorCOM is a leader in the US Wealth Management retirement space. Our platform enables advisors and firms to compliantly grow assets by pursuing the $1T Rollover market opportunity. Leveraging our market leadership, and the growing convergence of Retirement and Wealth Management, we continue to focus on compliant growth opportunities in this market.

*This role is primarily remote with travel to client locations and to InvestorCOM Toronto office quarterly.*

Position Summary

InvestorCOM is offering an extraordinary opportunity for a sales leader to join our team as we continue to expand our presence in the US wealth and retirement industry.

The Enterprise Sales Director will be responsible for driving revenue growth by identifying, developing, and closing new business opportunities with enterprise-level clients in the wealth management and retirement solutions sectors. This role requires a seasoned sales leader with a deep understanding of the regulatory technology landscape, retirement plan administration, and evolving compliance needs. The ideal candidate brings strong relationship-building skills, and a proven track record of selling SaaS solutions to large financial institutions, broker-dealers and retirement plan providers.

Responsibilities/Duties

• Develop and execute a strategic sales plan to achieve and exceed revenue targets, with a specific focus on retirement solutions and wealth management.


• Identify and engage potential enterprise clients within the wealth management, retirement plan, banking, and financial advisory industries.


• Build and maintain strong relationships with key decision-makers, including C-suite executives, compliance officers, technology leaders, and retirement product heads.


• Conduct in-depth discovery meetings to understand client needs, particularly around retirement compliance and plan governance, and position InvestorCOM’s solutions effectively.


• Lead the end-to-end sales process, including prospecting, presenting, negotiating, and closing deals.


• Collaborate with marketing, product, and customer success teams to ensure seamless onboarding and client satisfaction.


• Stay informed about industry trends, regulatory changes, and competitive offerings related to both wealth management and retirement solutions, positioning InvestorCOM as a trusted thought leader.


• Represent InvestorCOM at industry events, conferences, and networking opportunities.

Attributes

• Proven track record of meeting or exceedingsales targets in a complex, solution-based selling environment.


• Strong understanding of regulatory compliance solutions, retirement plan distribution/administration, and broader wealth management industry trends.


• Established network within retirement plan providers, recordkeepers, broker-dealers, or related financial institutions is highly desirable.


• Exceptional communication, negotiation, and presentation skills.


• Experience working with HubSpot, LinkedIn and other sales automation applications.


• Ability to work independently while collaborating effectively with internal teams.


• Bachelor’s degree in business, or a related field;MBA is a plus.

What You Bring

• 5+ years of enterprise sales experience, preferably in wealth management, retirement solutions, fintech, or SaaS.


• Experience working in the US wealth and retirement industry.


• Knowledge of wealth industry regulations within the US market.

Please note that only qualified candidates selected for interview screening will be contacted. We thank you in advance for your interest in our organization!

We strongly encourage all qualified candidates to apply, regardless of race, religion, gender, sexual orientation, age, origin, or disability.