Enterprise Sales Director

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🕒 vor 8 Monaten

🌲 North Carolina – Remote

🌲 North Carolina – Remote

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🔴 Experte

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InvestorCOM

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

Gegründet 1992

☁️ SaaS

📋 Compliance

🤝 B2B

SaaS • Compliance • B2B

InvestorCOM ist ein Anbieter von Software für regulatorische Compliance für Vermögensverwalter, Asset Manager, Versicherer und Broker-Dealer. Seine cloudbasierte Plattform bietet Pre-Trade-Compliance, Produktportfolio-Management, Know-Your-Product (KYP)-Tools, Aufzeichnungen und digitale Offenlegungslösungen (einschließlich ShelfMonitor, AccountCompare, PeerCompare, RolloverAnalyzer, ComplianceExpress und Publisher DOX), um Finanzunternehmen beim Erfüllen von Vorschriften wie Regulation Best Interest (Reg BI), den kundenzentrierten Reformen und anderen Offenlegungs- und Point-of-Sale-Anforderungen zu unterstützen. Das Unternehmen konzentriert sich darauf, konforme, im besten Interesse liegende Produkt- und Wechsel-Empfehlungen zu ermöglichen, die Erfüllung von Marketinganforderungen und Offenlegungsprozesse zu straffen und Remote-Beratungsteams durch modulare SaaS-Lösungen und tiefgreifende Fachkenntnisse zu unterstützen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.