VP of Sales, Wealth Management SaaS

Lead the Charge in Wealth Tech Innovation!

We are seeking a results-driven VP of Sales to spearhead the expansion of our cutting-edge Wealth Management SaaS solutions. In this role, you will have the opportunity to connect financial advisors, wealth managers, and institutional investors with state-of-the-art technology designed to optimize client experiences and operational efficiency.

As the VP of Sales, you will be a key player in driving the adoption of transformative software solutions that empower the wealth management industry to thrive in a dynamic and digital-first environment.

Key Responsibilities:

• Develop and execute a robust sales strategy to grow our Wealth Tech SaaS business across North America.
• Build and maintain relationships with C-suite executives, financial advisors, wealth managers, and family offices.
• Present, position, and demonstrate the value of our Wealth Tech platform in addressing client pain points and meeting business objectives.
• Collaborate closely with product teams to align offerings with client needs and industry trends.
• Lead contract negotiations and manage the full sales cycle from prospecting to closing high-value deals.
• Analyze market trends and competitor activity to identify growth opportunities.
• Deliver accurate sales forecasting and performance reporting to senior leadership.

Qualifications:

• 9 years of experience in B2B SaaS sales, with a strong focus on the wealth management sector.
• Proven track record of exceeding sales targets and closing complex deals with enterprise clients.
• Deep understanding of the wealth management landscape, including financial advisory services, portfolio management, and compliance requirements.
• Excellent communication, negotiation, and presentation skills, with the ability to engage senior executives.
• Strategic mindset with the ability to navigate a competitive and evolving market.
• Experience working in a fast-paced, growth-oriented organization.

What We Offer:

• Competitive salary (up to $270,000 base) with uncapped commission potential.
• Flexible remote working environment - anywhere on the East Coast
• Comprehensive benefits, including health, dental, and retirement plans.
• Opportunities for career advancement in a leading Wealth Tech company.
• A collaborative and innovative culture where your contributions are valued.

About Us:

We are a global leader in Wealth Tech, delivering best-in-class SaaS solutions designed to meet the evolving needs of wealth managers, advisors, and institutional investors. Our platform combines advanced analytics, intuitive interfaces, and seamless integrations to empower our clients to succeed in a competitive market.

If you are a driven sales professional with a passion for innovation and a deep understanding of the wealth management industry, we want to hear from you!

Apply Now!

Take the next step in your career and join a company that’s redefining the future of wealth management technology.