企业销售主管
Enterprise Sales Director
我们是谁
InvestorCOM 是美国财富管理退休领域的领导者。我们的平台使顾问和公司能够通过追求 1 万亿美元的 rollover 市场机会，合规地增长资产。凭借我们在市场中的领导地位，以及退休与财富管理日益融合的趋势，我们继续专注于该市场的合规增长机会。
*此职位主要为远程办公，需定期前往客户所在地及 InvestorCOM 多伦多办公室。*
职位概述
InvestorCOM 正在为一位销售领袖提供一个非凡的机会，加入我们的团队，以继续扩大我们在美国财富和退休行业的影响力。
企业销售总监将负责通过识别、开发和完成财富管理和退休解决方案领域的企业级客户的新增业务机会，推动收入增长。该职位需要一位经验丰富的销售领导者，具备对监管科技环境、退休计划管理以及不断变化的合规需求的深刻理解。理想的候选人具备出色的关系建立能力，并有向大型金融机构、经纪交易商和退休计划提供商销售 SaaS 解决方案的成功记录。
职责
· 制定并执行战略销售计划，以实现并超越收入目标，特别关注退休解决方案和财富管理。
· 在财富管理、退休计划、银行和金融咨询行业识别并接触潜在的企业客户。
- 与关键决策者建立并维护牢固的关系，包括高管、合规官、技术负责人和退休产品负责人。
- 进行深入的客户需求访谈，特别是围绕退休合规和计划治理，并有效展示 InvestorCOM 的解决方案。
- 领导整个销售流程，包括客户挖掘、演示、谈判和成交。
- 与市场、产品和客户成功团队合作，确保无缝的客户入职和满意度。
- 关注与财富管理和退休解决方案相关的行业趋势、法规变化和竞争产品，将 InvestorCOM 定位为值得信赖的行业思想领袖。
- 在行业活动、会议和网络机会中代表 InvestorCOM。
素质要求
· 有证明的业绩记录，达到或超过销售目标，特别是在财富管理和退休解决方案领域。
查看英文原文
Who We Are
InvestorCOM is a leader in the US Wealth Management retirement space. Our platform enables advisors and firms to compliantly grow assets by pursuing the $1T Rollover market opportunity. Leveraging our market leadership, and the growing convergence of Retirement and Wealth Management, we continue to focus on compliant growth opportunities in this market.
*This role is primarily remote with travel to client locations and to InvestorCOM Toronto office quarterly.*
Position Summary
InvestorCOM is offering an extraordinary opportunity for a sales leader to join our team as we continue to expand our presence in the US wealth and retirement industry.
The Enterprise Sales Director will be responsible for driving revenue growth by identifying, developing, and closing new business opportunities with enterprise-level clients in the wealth management and retirement solutions sectors. This role requires a seasoned sales leader with a deep understanding of the regulatory technology landscape, retirement plan administration, and evolving compliance needs. The ideal candidate brings strong relationship-building skills, and a proven track record of selling SaaS solutions to large financial institutions, broker-dealers and retirement plan providers.
Responsibilities/Duties
· Develop and execute a strategic sales plan to achieve and exceed revenue targets, with a specific focus on retirement solutions and wealth management.
· Identify and engage potential enterprise clients within the wealth management, retirement plan, banking, and financial advisory industries.
- Build and maintain strong relationships with key decision-makers, including C-suite executives, compliance officers, technology leaders, and retirement product heads.
- Conduct in-depth discovery meetings to understand client needs, particularly around retirement compliance and plan governance, and position InvestorCOM’s solutions effectively.
- Lead the end-to-end sales process, including prospecting, presenting, negotiating, and closing deals.
- Collaborate with marketing, product, and customer success teams to ensure seamless onboarding and client satisfaction.
- Stay informed about industry trends, regulatory changes, and competitive offerings related to both wealth management and retirement solutions, positioning InvestorCOM as a trusted thought leader.
- Represent InvestorCOM at industry events, conferences, and networking opportunities.
Attributes
- Proven track record of meeting or exceeding sales targets in a complex, solution-based selling environment.
- Strong understanding of regulatory compliance solutions, retirement plan distribution/administration, and
- broader wealth management industry trends.
- Established network within retirement plan providers, recordkeepers, broker-dealers, or related financial
- institutions is highly desirable.
- Exceptional communication, negotiation, and presentation skills.
- Experience working with HubSpot, LinkedIn and other sales automation applications.
- Ability to work independently while collaborating effectively with internal teams.
- Bachelor’s degree in business, or a related field; MBA is a plus.
What You Bring
· 5+ years of enterprise sales experience, preferably in wealth management, retirement solutions, fintech, or SaaS.
- Experience working in the US wealth and retirement industry.
- Knowledge of wealth industry regulations within the US market.
Please note that only qualified candidates selected for interview screening will be contacted. We thank you in advance for your interest in our organization!
Think you have what it takes, but not sure you check every box? Please apply to the role anyway. We’d love to talk and determine together whether you could be a great fit! At InvestorCOM, the differences that make each of us who we are, the perspectives that help define how we think and work, and our individually unique experiences help us drive innovation, both in and outside of the company. We build teams where everyone feels empowered to bring their whole and authentic selves to work. We strongly encourage all qualified candidates to apply, regardless of race, religion, gender, sexual orientation, age, origin, or disability.
Originally posted on Himalayas