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Wealth Management Client Executive

2 months ago

Trenton, New Jersey, United States Sansar Tec Full time
Company Overview

Sansar Tec, LLC is a premier IT Services firm based in Haddon Heights, New Jersey. Our mission is to provide exceptional consulting services and talent solutions that empower our clients to achieve their goals. As a woman-owned enterprise, we emphasize diversity and inclusion within our workforce.

Position Overview

Title:
Wealth Management Client Executive

Location:
New York City Metropolitan Area

Experience Required:
15+ years

Employment Type:
Full Time

Our organization is seeking a Wealth Management Client Executive who is enthusiastic about the innovation landscape and eager to explore emerging technologies that can elevate client outcomes. This includes areas such as Cloud Computing, Mobility Solutions, Internet of Things (IoT), Artificial Intelligence, Machine Learning, and Blockchain within the Wealth Management sector.

We prefer candidates with robust domain expertise in the Wealth Management industry, ideally someone who can collaborate with our partner Account Executives to drive sales to both existing and prospective clients.

Key Responsibilities:

  • Demonstrate a passion for the innovation economy and a keen interest in leveraging new technologies to enhance client outcomes.
  • Proactively sell services, solutions, and platforms tailored for Wealth Management clients.
  • Manage and expand relationships with current clients in the Wealth Management sector.
  • Conduct customer profiling and account planning while establishing revenue and margin targets for each service line.
  • Acquire new clients through solution-oriented selling strategies.
  • Exhibit eagerness and proven success in fostering partnerships with clients to enhance business results.
  • Build, manage, and accurately forecast a robust sales pipeline.
  • Lead client meetings and pursue opportunities generated with support from pre-sales, delivery teams, and external partners.
  • Collaborate with partner Account Executives to jointly pursue sales opportunities.

Qualifications:
  • Ability to comprehend and address client business challenges by developing actionable roadmaps.
  • Strong domain knowledge and focus on Wealth Management is preferred.
  • Effective communication skills to act as a trusted advisor to senior client stakeholders.
  • Proven track record of meeting annual revenue targets.
  • Expertise in large deal sales, particularly in outsourcing and transformation projects.
  • Consultative selling capabilities.
  • Exceptional relationship-building skills.
  • Comprehensive product, technology, and industry knowledge.
  • Ability to navigate and manage business operations in a complex matrix environment.
  • Strong commitment to client service excellence.

Benefits:
  • Competitive salary and comprehensive benefits package.
  • A culture that prioritizes talent development with regular promotion cycles and support for higher education and certifications.
  • Opportunity to engage with cutting-edge marketing technologies.