Director, Sales & Client Relations

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

🤑 Sales

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ALM First

WebsiteLinkedInAll Job Openings

51 - 200 employees

ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions across the country.

📋 Description

• Own and drive a defined Eastern Region territory — independently developing and executing a comprehensive strategy to identify, target, and win new business. • Drive aggressive new business prospecting through cold calling, targeted outreach, and face-to-face meetings — consistently building and filling a robust pipeline of net-new opportunities. • Develop sales presentations for delivery to prospective clients • Create and deliver proposals to prospective clients. • Utilize company resources as needed to secure commitments. • Ensure successful handoff of new clients to financial advisory teams • Attend industry events and trade shows for the purpose of generating leads and closing sales • Stay informed on industry trends, changes in industry regulations and the competitive landscape • Work with management and product development team to refine existing products as needed • Consistently generate new depository advisory clients and exceed targeted revenue goals through disciplined prospecting and follow-through. • Other duties as assigned

🎯 Requirements

• Experience in strategic sales planning and execution • Knowledge of contracting, negotiating, and change management • Experience selling to C-Suite Executives, ideally CEO/CFO/CLO/Finance or Lending professionals • Fundamental understanding of finance and banking, capital markets, lending or treasury functions • Work requires professional written and verbal communication and interpersonal skills • Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects • Ability to participate in and facilitate group meetings • Work requires willingness to travel and work a flexible schedule • PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint. • Demonstrated track record of aggressive external business development, including extensive cold calling, pipeline management, and CRM software proficiency. • Product training and product demonstration experience required.

🏖️ Benefits

• Health insurance • Professional development • Flexible work arrangements