Senior Account Executive
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Who we are:
FNZ Group is a leader in providing technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with the entire industry to make wealth management accessible to more people.
FNZ Trust Company a joint venture with State Street provides leading-edge financial and technology services to U.S. wealth managers including the fastest growing wealth segment; registered investment advisors (RIAs).Our business combines the benefits of unparalleled global custody with FNZs premiere wealth platform.
To learn more about us and our journey check outourcareers site.
Whatwill the Senior Sales Executive do:
The Senior Sales Executive will own sales and business relationships for our North American portfolio.The Senior Sales Executivewill provideorigination strategic advisory and support to facilitate FNZ successfully agreeing terms to delivery and services contracts with customers in North America.This individual will support theHead of SalesandChiefExecutive Officer of North America with strategic business development.Looking for this Senior Sales Executive toleverageown network and experience to strengthen the FNZ brand and position.The Senior Sales Executive owns FNZs largest and most strategic sales opportunities in North America. The roleis responsible fororiginating shaping negotiating and closing complex multiyear platform and services agreementswith banks insurers asset managers and wealth managers.
This individualoperatesat Csuite level acting as a senior commercial advisor to clients and as a strategic partner to FNZs executive leadership.
Additionalresponsibilities include but not limited to:
Negotiation and business development.
Steering vendor etc committees and governance in Japan
Supporting FNZ in all respects to finalise agreement(s) between our current and future clients and FNZ for the wealth management platform and services;
To provide any other business support and advice as requested by FNZ from time to time
SupporttheNorth America Head of Sales and CEOof North Americainthe process of closureofnew salesby contributing to the sales process.
Ensure customer satisfaction with the solution jointly with CEOandHead of Salesof North America.
To be part of and support the steering vendor etc committee as agreed.
Liaise with FNZ colleagues to enhance client presentations and increase FNZs understanding of theNorth American market.
Proactively suggest adaptations of the FNZ offering to tailor it to theNorth American market.
What we are looking for:
At least10 years of sales experience
Experience in a sales environment within financial services wealth or asset management dealer broker and/or custodians
Knowledge of IRA Trust Brokerage
What are nice-to-haves:
Experienceselling complex front to back solutions including custody andclearing in the back and portfolio management and rebalancing in the front office
Licenses
What we offer:
A competitive base salaryuncapped commission plan and paid time off.
Health insurance such as medical dental and vision.
Fulfilling mentor and leadership opportunities.
A positive work environment with a sense of purpose to share knowledge and skills amongst other colleagues.
We are mission-led work at the heart of a purpose-led organization where you can be proud of the impact you makewhere you can be proud of the impact you make every day.Whereyoulltransform the way over20 million peopleinvest making wealth management more accessible sustainable and transparent to more people.
Rapid career growth - encouraged to take on responsibility play a part in the companysevolutionand rapidly drive your career development by working on real projects that directlyimpactour clients and their customers.
Market leading technology - Build create and evolve innovative solutions for the worlds most trusted brands using the latest technologies to help change the face of investing for the future
Learning &development Emphasizing a willingness to learn think differently be creative and help drive innovation.
#LI-RR1
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the worlds leading financial institutions with over US$2.4 trillion in assets on platform (AoP).
Together with our clients we empower nearly 30 million people across all wealth segments to invest in their future.
Required Experience:
Senior IC
About Company
We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
