
501 - 1000 employees
Founded 1996
💸 Finance
💳 Fintech
🤝 B2B
💰 Venture Round on 2016-12
Finance • Fintech • B2B
AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.
🕒 July 24, 2025
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501 - 1000 employees
Founded 1996
💸 Finance
💳 Fintech
🤝 B2B
💰 Venture Round on 2016-12
Finance • Fintech • B2B
AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.
• Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions. • Seeking a dynamic and driven Enterprise Sales Executive to fuel growth. • Lead the full sales cycle—identifying, engaging, and closing opportunities with large enterprise clients. • Work closely with cross-functional teams to craft tailored solutions for complex client needs. • Engage C-level and senior decision-makers to understand their business objectives. • Deliver compelling product demonstrations and value-driven sales presentations. • Negotiate and close complex, multi-stakeholder deals. • Collaborate with internal teams to ensure client success. • Accurately forecast and manage pipeline activity using Salesforce.
• Bachelor’s degree. • 5+ years of enterprise sales experience, ideally in SaaS, fintech, or financial services • Proven track record of exceeding sales targets and closing complex deals • Excellent communication, negotiation, and presentation skills. • Ability to build and maintain strong client relationships. • Analytical skills to assess client needs and market dynamics. • Strong consultative selling abilities with a client-centric mindset • Proficiency with Salesforce and sales tools.
• Flex Time Off or Paid Time/Sick Time Off • 401K – 6% Employer Match • Medical, Dental, Vision – HDHP or PPO • HSA – Employer contribution (HDHP only) • Volunteer Time Off • Career Development / Recognition • Fitness Reimbursement • Hybrid Work Schedule
Apply Now🕒 July 5, 2025
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