Sales and Relationship Growth Manager
1 week ago
We are seeking an experienced Sales Executive to join our team, focusing on the Pacific Northwest territory. This role is critical in driving growth within the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms. As a key player in our sales team, you will collaborate with cross-functional teams to deliver tailored solutions that meet the needs of our clients while expanding our market presence.
Responsibilities
- Business Development: Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West region.
- Client Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients.
Requirements
- Experience: 5+ years of sales experience in the financial services industry.
- Proven Track Record: Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms.
- Knowledge of Advisor Custody: Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings.
Benefits
- A competitive equity package.
- Health, dental, and vision benefits.
- A 401(k) offering with employer match.
- A flexible PTO policy.
Estimated Salary: $112,000 + Commission
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