Sales Manager -- DTC
Sales Manager -- DTC
Posted on :
02-05-2025
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1 Vacancy
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Job Description
Head of Sales DirecttoConsumer Realized Holdings Inc.
Location: Austin TX
Realized Holdings a fastgrowing Wealthtech company based in Austin TX seeks a strategic and resultsoriented Head of Sales for DTC to lead our advisory and sales operations. At Realized we enable clients and their financial advisors to seamlessly transition from individual property ownership to diversified taxefficient portfolios of real estatebacked securities leveraging our proprietary technology. This role is a unique opportunity to drive growth foster a highperformance sales culture and shape the future of Investment Property Wealth Management.Key Responsibilities:
Leadership & Team Development:
Licensing Requirements:
At Realized we are committed to simplifying real estate wealth management and improving lives through innovative solutions. Our collaborative culture fosters creativity transparency and professional growth. As Head of Sales for DTC youll lead transformative initiatives empower a passionate team and play a pivotal role in shaping the future of real estate wealth management.
Ready to make a lasting impact Apply now and join us in redefining the real estate investment experience.
Location: Austin TX
Realized Holdings a fastgrowing Wealthtech company based in Austin TX seeks a strategic and resultsoriented Head of Sales for DTC to lead our advisory and sales operations. At Realized we enable clients and their financial advisors to seamlessly transition from individual property ownership to diversified taxefficient portfolios of real estatebacked securities leveraging our proprietary technology. This role is a unique opportunity to drive growth foster a highperformance sales culture and shape the future of Investment Property Wealth Management.Key Responsibilities:
Leadership & Team Development:
- Lead inspire and manage the advisory team to achieve individual and team performance goals while cultivating a clientfocused culture.
- Recruit hire and develop toptier securitieslicensed financial professionals building a team that reflects the companys innovation transparency and stewardship values.
- Conduct regular performance evaluations to identify skill gaps and implement tailored training and professional development programs.
- Provide mentorship coaching and leadership to ensure team members are equipped to exceed expectations and meet ambitious revenue targets.
- Oversee the endtoend sales process including prospecting client engagement negotiation and deal closure ensuring exceptional client experiences at every stage.
- Establish and monitor sales goals quotas and key performance indicators (KPIs) to maintain accountability and alignment with company objectives.
- Partner with the team to address client concerns resolve operational challenges and ensure sales processes run seamlessly.
- Actively identify areas for improvement within the sales workflow and implement process optimizations to increase efficiency and effectiveness.
- Work closely with senior leadership to define the longterm vision for the sales department and align sales strategies with broader business objectives.
- Create promote and maintain an environment of continuous learning environment.
- Collaborate crossfunctionally with marketing product and client success teams to develop integrated sales strategies that drive growth and client retention.
- Partner with the advisory team to ensure the sales approach reflects the Companys focus on tax efficiency risk management and personalized client solutions.
- Build and maintain strong relationships with highvalue clients industry professionals and key stakeholders to expand the Realized network and business opportunities.
- Partner with the advisory team to identify client goals propose tailored investment strategies and ensure longterm client satisfaction and retention.
- Serve as a trusted resource to clients and their advisors providing insight into market trends and innovative solutions for managing real estate wealth.
- Stay informed of market trends industry developments and regulatory changes helping ensure that Realized remains a leader in the Wealthtech space.
- Leverage advanced CRM platforms including Salesforce and HubSpot to streamline operations drive team performance and enhance client engagement.
- Champion innovation in sales practices and tools to improve team performance and adapt to changing client needs.
Licensing Requirements:
- Series 7 Series 9 Series 10 and Series 66 licenses are required (or Series 7 with Series 24.
- Bachelors degree in Business Administration Finance or a related field is required; MBA preferred.
- At least 3 years of leadership experience in financial services sales management ideally in alternative assets and/or real estate.
- A minimum of 5 years of handson sales experience with a proven track record of achieving and exceeding performance targets in a financial services environment.
- Exceptional leadership and motivational skills with a demonstrated ability to build inspire and manage highperforming sales teams.
- Strong analytical abilities to interpret market data identify trends and apply insights to develop effective strategies.
- Excellent communication and interpersonal skills to foster strong relationships with clients stakeholders and team members.
- Advanced knowledge of CRM systems (Salesforce HubSpot) and proficiency with Microsoft Office Suite.
- Expertise in sales strategies taxefficient investment solutions and industry best practices.
- Proven ability to coach and develop both seasoned and new financial professionals equipping them with the skills and tools to succeed.
At Realized we are committed to simplifying real estate wealth management and improving lives through innovative solutions. Our collaborative culture fosters creativity transparency and professional growth. As Head of Sales for DTC youll lead transformative initiatives empower a passionate team and play a pivotal role in shaping the future of real estate wealth management.
Ready to make a lasting impact Apply now and join us in redefining the real estate investment experience.
Required Experience:
Manager
Employment Type
Full-Time
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