55ip Enterprise Sales Professional - Executive Director
55ip Enterprise Sales Professional - Executive Director
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Salary Not Disclosed
1 Vacancy
Job Description
As an Enterprise Sales Professional - Executive Director you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform. You will be a team player who brings energy creativity and a collaborative spirit to help grow our firm and positively impact the advisors we serve. This growth-oriented role is expected to make a meaningful contribution to the continued success of 55ip.
Job responsibilities:
- Source new leads and cultivate opportunities within wealth management channels including Broker-Dealers Wire houses custodians and Turnkey Asset Management Programs (TAMPS) by building relationships with key decision-makers
- Partner with National Accounts functions across strategic partners including JPM to create shared opportunities and drive mutual success.
- Identify additional opportunities within existing enterprise relationships
- Drive the sales process from initial contact through contract negotiations to close
- Collaborate with product consulting technology and operations teams to identify prospect-specific scope and pricing
- Coordinate with project management implementation and relationship management teams to ensure successful rollouts
- Work with product and marketing teams on market research to identify and develop target prospects and competitive intelligence
Required qualifications skills and capabilities:
- Minimum of 10 years of experience preferably selling to wealth management platforms
- Previous experience as a sales engineer national accounts or related position is a plus
- Ability to drive sales across multiple channels
- Demonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rollouts
- Strong understanding of tech stack and workflow at the enterprise and advisor level
- Understanding of tax management tax overlay and direct indexing
- Trusted senior contact at key firms within our target market (e.g. BDs RIAs Wires and TAMPs)
Preferred qualifications skills and capabilities:
- Successfully sold wealth/financial technology and investment solutions across the wealth management landscape (Asset Managers Broker-Dealers Platforms/TAMPs RIA Aggregators).
- Deep knowledge of the wealth management marketplace including trends and technology as well as practice and portfolio management solutions
- Exposure to or experience working directly with products/capabilities that integrate into advisors technical/operational workflows.
- Strong familiarity with investment products and services model portfolios tax management and/or knowledge of ETFs is a plus
- Ability to thrive in a highly demanding entrepreneurial environment
- Key contacts at asset managers model providers and strategists are a plus
Required Experience:
Director
Employment Type
Full-Time
