Sales Director, Wealth Management Technology

Tech Tammina LLC

Position to fill: Enterprise Sales Director, Wealth Management Technology

Industry:- Wealth Management Technology

Location: NYC

Salary range: $100k base + Equity

Company Description:--

Our client is a growing FinTech startup in the Big Data and Analytics space. They offer 

an enterprise-grade data platform to financial advisors, financial services firms and 

technology companies to more intelligently aggregate, manage, and analyze financial 

portfolio data. 

Job Description:--

They're looking for a high-achieving dynamic Sales Director to take the lead on high-

value enterprise deals and help shape the future and structure of their New York based 

sales team.

Responsibilities are thus to:

-Take lead on major enterprise relationships with financial institutions, large 

technology/industry platforms and large broker-dealers.

-Manage enterprise deals in the financial technology/wealth management space, from lead 

generation to close.

-Navigate roles and ecosystems at enterprise financial services and financial technology 

prospects and clients to build "stickiness" and close deals.

-Take lead on scaling a sales organization in a growing company to optimize the pursuit 

and balance of enterprise clients.

Requirements:--

-Must have at least 5 years experience in enterprise sales within the fintech/wealth 

management/financial advisory industry.

-Familiarity and appreciation for the cadence of enterprise technology sales -- be patient, 

be persistent, be smart, and be hungry.

-Experience growing and managing other members of a sales organization, both junior and 

senior.

Job Status: Full Time 

Share the Profiles to paramesh(at)tammina.com

Contact: 703-349-2332

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