Advyzon

Compensation

Full Description

Job Description: • 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 • 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 • Lead the entire sales cycle from prospecting, negotiations, to closing deals • Present and demonstrate Advyzon’s capabilities to clients, effectively articulating our value propositions • 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 • 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 Requirements: • 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 • Bachelor’s degree in Business, Finance, or a related field • An MBA is preferred • Current Series 7 & 66 – preferred but not required • 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 • 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. Benefits: • Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities