WealthTech Sales Executive NYC | Equity

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

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.