Managing Director- Enterprise Relationship Management
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Job Location:
Louisville, KY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Title: Managing Director- Enterprise Relationship Management
Location: Louisville KY; Onsite preferred remote options will be considered for the right candidate
About the Position
As Managing Director of Enterprise Relationship Management at DPL the role involves building holistic strategic partnerships and coordinating DPLs reach within large RIA firms Broker-Dealers transitioning to fee-based models and other enterprise wealth management organizations. The full sales cycle from initial engagement to contract execution will be driven by positioning DPLs comprehensive suite of technology solutions to help these firms integrate and adopt fee-based annuity and insurance solutions at scale.
Responsibilities
- Develop and execute strategic sales plans to target and acquire new enterprise clients.
- Cultivate and maintain strong relationships with C-level executives and key decision-makers within enterprise wealth firms.
- Lead a consultative sales process deeply understanding client needs and demonstrating how DPLs solutions deliver measurable business outcomes.
- Manage complex sales cycles including navigating procurement legal and compliance processes.
- Collaborate with internal teams (Product Marketing Service Implementation) to ensure seamless client onboarding and a consistent customer experience.
- Identify and close expansion opportunities within existing client relationships by introducing new products and solutions.
- Provide accurate sales forecasts manage pipeline health and report on key metrics and performance indicators.
- Represent DPL at industry events and conferences establishing oneself as a thought leader and advocate for our mission.
- Stay up-to-date on industry trends competitor offerings and best practices in enterprise wealth management and financial technology.
Qualifications
- Bachelors degree in Business Finance or a related field.
- 10 years of successful experience in enterprise SaaS sales preferably within the financial services or wealth management industry.
- Proven track record of exceeding sales quotas and closing complex high-value deals with enterprise clients.
- Deep understanding of enterprise wealth management firms including RIAs and Broker-Dealers.
- Expertise in consultative selling methodologies (e.g. MEDDIC/MEDDPIC) the use of analytics and strategic account planning.
- Exceptional communication presentation and negotiation skills with the ability to engage and influence C-suite stakeholders.
- Experience with CRM systems (e.g. Salesforce) and sales automation tools.
- Ability to work independently manage a territory effectively and collaborate cross-functionally.
- Willingness to travel regularly for client meetings industry events and internal team engagements.
Required Experience:
Director
Key Skills
- Business Development
- Expense Management
- Financial Acumen
- Management Experience
- Profit & Loss
- Acquisitions
- Investment Banking
- Relationship Management
- Social Media Management
- Financial Modeling
- Customer relationship management
- Leadership Experience
About Company
In partnership with RIAs, DPL supports your team by finding low-cost, Commission-Free annuities and life insurance that best meet your client's needs.
