Enterprise Sales Director

Job not on LinkedIn

October 22

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

🤑 Sales

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InvestorCOM

WebsiteLinkedInAll Job Openings

SaaS • Compliance • B2B

InvestorCOM is a provider of regulatory compliance software for wealth managers, asset managers, insurers and broker-dealers. Its cloud-based platform offers pre-trade compliance, product shelf management, Know-Your-Product (KYP) tools, recordkeeping and digital disclosure solutions (including ShelfMonitor, AccountCompare, PeerCompare, RolloverAnalyzer, ComplianceExpress, and Publisher DOX) to help financial firms meet regulations such as Regulation Best Interest (Reg BI), Client Focused Reforms and other securities disclosure and point-of-sale requirements. The company focuses on enabling compliant, best-interest product and rollover recommendations, streamlining marketing fulfillment and disclosure workflows, and supporting remote advisory teams through modular SaaS solutions and deep domain expertise.

51 - 200 employees

Founded 1992

☁️ SaaS

📋 Compliance

🤝 B2B

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.