Sales Executives, Wealth Management Technology

TecTammina; Jersey City (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

A growing FinTech startup in New York City is looking for a Sales Executive for Wealth Management Technology. This role involves managing inbound and outbound sales for financial advisors and requires 2-3 years of relevant experience. The ideal candidate is organized, has a hunting mindset, and travels up to 20% within the Greater NYC area. Offering a salary range of $70-90k base plus equity, this position provides a unique opportunity in the booming data management space.

Qualifications

• 2-3 years of sales experience in the RIA/financial advisory space.
• Familiarity with the industry landscape and technology providers.
• Experience with technology sales to financial advisors.

Responsibilities

• Manage inbound leads and outbound sales for the financial advisor segment.
• Lead demos and discovery sessions with target clients.
• Track client and prospect interactions systematically.

Skills

Sales experience

Knowledge of financial advisory landscape

Outbound sales experience

Organizational skills

Attention to detail

Job description

Job Description

Position to fill: Sales Executives, Wealth Management Technology

Industry: Data management and analytics solutions.

Location: NYC

Salary range: US $70-90k base + equity.

Responsibilities

• Take lead on managing inbound leads and outbound sales for the financial advisor segment (primarily registered investment advisors, financial planners, and sized broker‑dealers).
• Lead demos and discovery sessions with target clients.
• Manage customer lifecycle from prospecting to qualification to conversion.
• Become a thought leader and advocate for our technology in the industry, attending events.
• Systematically track client and prospect interactions, keep structured records of client issues and product feedback to pass on to support and operations teams.

Qualifications

• 2-3 years of sales experience in the RIA/financial advisory space.
• Familiarity with the industry landscape, such as categories of technology providers, distinctions across different kinds of financial advisors, etc.
• Experience with outbound sales and/or technology sales to financial advisors.
• A hunting mindset coupled with a winning personality (we want someone who hustles, not an over‑the‑top shark).
• Organized, disciplined work style with an attention to detail – deep knowledge of our pipeline and different customers, as well as what is required to move them forward/close.
• Up to 20% travel; territory mostly in the Greater NYC area.

Company Description

Our client is a growing FinTech startup in the Big Data and Analytics space in New York City. They provide an innovative cutting‑edge data management and analytics solution to the wealth‑management space, i.e., an enterprise‑grade data platform for financial advisers, financial services firms and technology companies to more intelligently aggregate, manage, and analyze financial portfolio data.

Contact

Job Status: Full Time

Contact: 703-349-2332