Enterprise Sales Director

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🕒 Outubro 22, 2025

🗣️🇺🇸🇬🇧 Inglês obrigatório

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InvestorCOM

51 - 200 funcionários

Fundada em 1992

☁️ SaaS

📋 Conformidade

🤝 B2B

SaaS • Compliance • B2B

A InvestorCOM é uma fornecedora de software de conformidade regulatória para gestores de patrimônio, gestores de ativos, seguradoras e corretoras. Sua plataforma baseada em nuvem oferece soluções de conformidade pré-negociação, gestão de prateleiras de produtos, ferramentas Know-Your-Product (KYP), manutenção de registros e soluções de divulgação digital (incluindo ShelfMonitor, AccountCompare, PeerCompare, RolloverAnalyzer, ComplianceExpress e Publisher DOX) para ajudar empresas financeiras a atenderem a regulamentações como Regulação de Melhor Interesse (Reg BI), Reformas Focadas no Cliente e outros requisitos de divulgação de valores mobiliários e ponto de venda. A empresa se concentra em permitir recomendações de produtos e transferências que estejam em conformidade e no melhor interesse, simplificando o cumprimento de marketing e os fluxos de trabalho de divulgação, além de apoiar equipes de consultoria remotas por meio de soluções SaaS modulares e profundo conhecimento de domínio.

Descrição

• 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.

🎯 Requisitos

• 5+ years of enterprise sales experience, preferably in wealth management, retirement solutions, fintech, or SaaS. • Experience working in the US wealth industry. • Knowledge of wealth industry regulations within the US. • 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.

🏖️ Benefícios

• 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.

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