
11 - 50 funcionários
💼 Consultoria
🏥 Saúde
💸 Finanças
💰 $4.200.000 Seed Round em 2022-02
Consulting • Healthcare • Finance
A Addition Wealth é uma plataforma de bem-estar financeiro que oferece expertise financeira inclusiva e acessível para indivíduos. Empregadores confiam na empresa para capacitar seus colaboradores a tomar decisões financeiras informadas por meio de soluções personalizadas. Suas plataformas oferecem suporte em: • orçamento • poupança • benefícios corporativos • quitação de dívidas • planejamento de aposentadoria • suporte tributário • compra de imóveis • poupança para educação • compensação em equity Com uma abordagem tech-forward, a Addition Wealth disponibiliza ferramentas digitais que fornecem análises de cenários e de planejamento, permitindo que os colaboradores tomem medidas práticas rumo à saúde financeira. Os colaboradores têm acesso gratuito e ilimitado a assessores financeiros certificados para discutir qualquer tema financeiro, garantindo suporte abrangente para uma ampla gama de necessidades.
🕒 Março 16
🗽 New York – Remoto
💵 $200.000 - $300.000 / ano
⏰ Tempo Integral
🟠 Sênior
🔴 Especialista
🧑💼 Executivo de Contas
🗣️🇺🇸🇬🇧 Inglês obrigatório
Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

11 - 50 funcionários
💼 Consultoria
🏥 Saúde
💸 Finanças
💰 $4.200.000 Seed Round em 2022-02
Consulting • Healthcare • Finance
A Addition Wealth é uma plataforma de bem-estar financeiro que oferece expertise financeira inclusiva e acessível para indivíduos. Empregadores confiam na empresa para capacitar seus colaboradores a tomar decisões financeiras informadas por meio de soluções personalizadas. Suas plataformas oferecem suporte em: • orçamento • poupança • benefícios corporativos • quitação de dívidas • planejamento de aposentadoria • suporte tributário • compra de imóveis • poupança para educação • compensação em equity Com uma abordagem tech-forward, a Addition Wealth disponibiliza ferramentas digitais que fornecem análises de cenários e de planejamento, permitindo que os colaboradores tomem medidas práticas rumo à saúde financeira. Os colaboradores têm acesso gratuito e ilimitado a assessores financeiros certificados para discutir qualquer tema financeiro, garantindo suporte abrangente para uma ampla gama de necessidades.
• Drive new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. • Build and manage a strong pipeline by identifying high-potential prospects, qualifying opportunities, and advancing deals through complex enterprise sales cycles. • Represent Addition Wealth in the market through a strong presence at conferences, industry events, and meetings with senior stakeholders to generate opportunities and deepen relationships. • Develop trusted relationships with key decision-makers and navigate multi-stakeholder buying processes to drive long-term partnership value. • Partner closely with leadership to refine messaging, identify market opportunities, and support go-to-market efforts across priority segments. • Maintain market intelligence by tracking buyer needs, competitor activity, and industry trends to help shape outreach and sales strategy. • Collaborate cross-functionally with marketing, product, and customer success to ensure a strong prospect experience and alignment throughout the sales process.
• 10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem • Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth • Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures • Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously • Willingness to travel up to 50% for conferences, industry events, and client meetings • Experience building relationships with C-level executives and senior stakeholders across large organizations • Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers • Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates.
• Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees • 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. • Work from anywhere: We're remote first with a home base in NY. • Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. • Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. • Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. • Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. • Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! • Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.
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