Director of Wealth Management Sales

Job description

Are you interested in pivoting a successful career in traditional financial services into the exciting, fast-paced world of FinTech?  We're looking for someone with a talent for promoting and selling investment products and services.  

You'll be targeting a diverse set of customer segments including middle-to-high net worth individuals, professional organizations, nonprofits, and other financial institutions. You have an ability to identify and analyze client needs, view those needs through the lens of our suite of products, and present and recommend investment and platform solutions based on True Link technology.  

You'll set strategy to develop, build, and convert our investment advisory, trust management, and payments sales pipeline. You'll collaborate with the product development team to refine our feature set, expand our offerings, and improve our overall value proposition. You'll distill the complexities of a dynamic global economy into brilliantly designed educational programs and promotional initiatives.

You’ll bring a human touch to our technology-driven solutions, establishing and cultivating client relationships, providing sound investment counsel, and enriching the lives of those who have been historically underserved by the financial sector.

The ideal candidate will be:

  • An active listener who is energized by engaging with customers and prospective clients
  • A skilled multitasker, with an ability to prioritize and perform a wide array of concurrent projects through an informed experience
  • Self-motivated, highly driven, and is moved by an entrepreneurial spirit
  • Able to recognize closing opportunities and retain and grow relationships
  • An active evangelist for a product they believe in, made for a demographic close to their heart
  • A firm believer in the power of technology as a force for change and improvement
  • A holder of investment designations / securities licenses or a dedicated interest in securing them
  • An experienced public speaker; a talented communicator across all mediums including phone, text, email, and personal contact

We’re offering a competitive salary and benefits, a meaningful equity stake, lunches and snacks, and the opportunity to work with a talented, mission-driven team.

To apply for a job, email
We’re always hiring, so be sure to follow us on Facebook and Twitter to stay updated.

To apply for a job, email
We’re always hiring, so be sure to follow us on Facebook and Twitter to stay updated.