Senior Vice President, Large Enterprise Sales

Advyzon

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profile Job Location:

Chicago, IL - USA

profile Monthly Salary: Not Disclosed
Posted on: 19 hours ago
Vacancies: 1 Vacancy

Job Summary

Reporting to the President of Enterprise Solutions we are seeking a highly motivated and experienced enterprise sales professional to join our dynamic sales team in the global wealth management sector. The ideal candidate will have a proven track record of successfully selling complex wealth management SaaS and investment management solutions to large enterprises. This role requires a deep understanding of enterprise wealth management markets (mega RIAs large broker dealers/wirehouses global bank trusts) exceptional relationship-building skills high aptitude and experience in closing large deals and the ability to develop and execute strategic sales plans. Please note: this is NOT an account management/relationship management role. This is an entrepreneurial hunter net-new-logos senior enterprise seller role.

Please note: this is NOT an account management/relationship management role. This is an entrepreneurial hunter net-new-logos senior enterprise seller role

Critical Responsibilities

Sales Strategy Development:

  • Develop and implement comprehensive sales strategies to target enterprise clients in various segments of the financial services industry.
  • Analyze market trends and identify new opportunities for growth.
  • Client Relationship Management: Build and maintain strong relationships with key stakeholders and decision-makers within client organizations.
  • Serve as a trusted advisor understanding client needs and providing tailored solutions.

Sales Execution:

  • Lead the entire sales cycle from prospecting negotiations to closing deals.
  • Present and demonstrate Advyzons capabilities to clients effectively articulating our value propositions.

Collaboration and Teamwork:

  • Work closely with internal teams including marketing product development onboarding relationship management and customer support to ensure alignment and success in client engagements.
  • Collaborate with senior management to set sales targets and reporting.
  • Performance Tracking: Monitor sales metrics report on sales activity and adjust strategies as needed to meet performance goals.
  • Maintain up-to-date knowledge of competitor offerings and industry best practices.

Skills/Qualifications

Experience:

  • Minimum of 15 years of proven success in large enterprise wealth tech and investment management sales.
  • Strong understanding of financial products wealth management technology and investment management (TAMP) services.

Education:

  • Bachelors degree in Business Finance or a related field. An MBA is preferred.
  • Current Series 7 & 66 preferred but not required.

Skills:

  • Exceptional communication negotiation and presentation skills.
  • Strong analytical skills with the ability to understand complex financial concepts.
  • Proficiency in CRM software and sales analytics tools.

Attributes:

  • Entrepreneurial self-motivated with a results-oriented mindset.
  • Strong problem-solving skills and the ability to work independently and as part of a team.
  • Willingness to travel as needed for prospect/client meetings and industry events.
This is a Remote position.

Required Experience:

Senior Exec

Reporting to the President of Enterprise Solutions we are seeking a highly motivated and experienced enterprise sales professional to join our dynamic sales team in the global wealth management sector. The ideal candidate will have a proven track record of successfully selling complex wealth managem...
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Key Skills

  • Business Development
  • Risk Management
  • Financial Services
  • Management Experience
  • Profit & Loss
  • Banking
  • Regulatory Reporting
  • Analysis Skills
  • Relationship Management
  • Financial Analysis
  • Leadership Experience
  • negotiation

About Company

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Advyzon is one platform that does the work of many. One platform that makes running your firm easy and completely scalable.

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