Sales

Helix by HL; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

A premier financial technology company is seeking a Senior Sales Executive to drive new business growth in wealth management. You'll own the full sales cycle targeting mid-market clients, leveraging your understanding of industry challenges. The ideal candidate has over 8 years of B2B tech sales experience and a hunter mentality. An attractive compensation package includes base salary, commission, and equity. This role supports remote work across the United States.

Benefits

Comprehensive health, dental, and vision coverage

Retirement benefits

Flexible PTO

Equity stake

Qualifications

• 8+ years in B2B tech sales within wealth management.
• Ability to engage C-levels and build trusted relationships.
• Experience with early stage startups is a plus.

Responsibilities

• Prospect, pitch, and close new business in the wealth management channel.
• Leverage wealth management expertise to identify opportunities for TIFIN solutions.
• Collaborate with product leaders on future product roadmaps.

Skills

Deep understanding of wealth management domain

B2B tech sales experience

Self-starter with hunter mentality

Strong relationship building

Sales negotiation

Job description

Overview

Boulder, CO; Charlotte, NC; or Remote

TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. Other differentiators include:

• Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
• Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
• Strategic Partners: Partners include J.P. Morgan, Franklin Templeton, Morningstar, Broadridge, Hamilton Lane, Motive Partners and SEI.
• World-Class Team: Complimentary financial services & technical expertise from Google, Microsoft, Uber, PayPal, eBay, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.

Our Values: Go with your GUT

• Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
• Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
• I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

Role Overview

We are seeking a highly motivated Senior Sales Executiveto drive new business growth across TIFIN’s suite of wealth management products and solutions. In this role you will own the full sales cycle – from prospecting and lead generation to negotiation and closing – targeting mid-market and small enterprise clients, including Registered Investment Advisor (RIA) firms managing $1–$10B in AUM. This is a high-impact, high-visibility position reporting directly to the CEO. The ideal candidate has a hunter mentality, proactively generates their own leads, and drives deals to a close. Although a preexisting network is not required for this role, you should have a deep understanding of the wealth management space and growth challenges RIA firms face, enabling you to position TIFIN’s solutions effectively to meet those needs.

What you’ll do

• Full-Cycle Sales Ownership: Prospect, pitch and close new business in the wealth management channel. Lead contract negotiations and drive complex deals to completion.
• Consultative Selling: Leverage deep wealth management domain expertise, especially around organic growth pain points, to identify opportunities for TIFIN solutions. Build long-term relationships that lead to expansion and renewal opportunities, as well as strategic partnerships.
• Shape GTM & Product Strategy: Gather and share client feedback to increase the impact of TIFIN solutions. Collaborate with product leaders on future product roadmap and new features, and with sales and executive leaders to share long term sales strategy.

What you’ll bring

• Industry Knowledge: Deep understanding of the wealth management domain, including challenges and pain points RIAs face around organic growth and scaleability.
• Sales Track Record: 8+ years in B2B tech sales within wealth management. Ability to engage C-levels, uncover needs, and build trusted relationships.
• Hunter Mentality: Self-starter who thrives on outbound and building from scratch.
• Execution & Drive: Strong desire to build within a fast paced startup culture, with resilience and adaptability. Experience with early stage startups is a plus.

Compensation

COMPENSATION RANGE

$100,000 - $150,000 USD base + commission

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.