Sales Representative

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DriveWealth

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💳 Fintech

🔌 API

💸 Finance

💰 $15M Private Equity Round on 2022-12

Fintech • API • Finance

DriveWealth is a pioneering fintech company that provides an API-based Brokerage-as-a-Service platform. They offer a range of financial services to B2B partners, enabling clients globally to trade and invest using their platform. DriveWealth's technology supports securities trading, including fractional share investing and dollar-based trading, making it accessible to a wide audience. Their platform is used by banks, broker dealers, asset managers, digital wallets, and consumer brands to offer a variety of investment opportunities, including US equities, ETFs, mutual funds, and options. DriveWealth is a leader in the fintech space, promoting financial inclusivity and innovation.

📋 Description

• Own the full business development lifecycle for Tier-1 global institutions, focusing on high-value partners that align with our long-term growth strategy. • Serve as a credible consultant to C-level executives at global banks, digital wallets, and brokerage firms, aligning DriveWealth’s infrastructure with their broader commercial goals. • Lead the negotiation of complex, multi-year commercial agreements, ensuring that terms are mutually beneficial, operationally viable, and legally sound. • Intelligence-gathering and execution of go-to-market strategies in priority international regions to establish a dominant local presence. • Act as the voice of the enterprise partner internally, working with Product, Engineering, and Legal teams to ensure our roadmap supports the requirements of the world’s most sophisticated financial entities. • Represent DriveWealth at executive-level industry events and conferences to strengthen our market position and cultivate a high-quality pipeline.

🎯 Requirements

• 7+ years of experience in B2B enterprise sales in Financial Services/Fintech/Investment Banking/Brokerage industries are preferred • Understanding of brokerage financial services and investing products • Highly organized, efficient, and detail-oriented, working in a structured environment • Superior verbal and written communications with the ability to meet, present, and sell to C-level executives • Self-starter who can work independently but collaboratively with cross-functional teams • Ability to travel internationally in the region to prospect or partner meetings • Experience with CRM and Sales tools (Salesforce, ZoomInfo, D&B Hoover, LinkedIn) • Excellent PowerPoint and Excel skills • A data-driven mindset to conduct research and make informed decisions • Series 7 preferred • A track record of ownership and disciplined execution in high-stakes environments • The ability to prioritize ruthlessly, focusing on what’s critical versus important, to drive work to completion • A client-oriented mindset with an understanding of how your work impacts partners • Strength in cross-functional partnership, with the judgment to coordinate across multiple teams • A bias toward transparency, accountability, and responsiveness in everything you do • You’re committed to continuous improvement and implicitly believe that we > I. • Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence

🏖️ Benefits

• competitive compensation • equity • 401(k) match • full insurance coverage • wellness reimbursement • company-provided phone • personal development allowance • generous PTO • observed holidays • extended leave