Wealth is hiring a
Head of Sales

Summary

Join Wealth.com as the Head of Sales for Wirehouse and Strategic Accounts, leveraging your experience in the industry to develop and execute strategies that penetrate key market segments. As a self-motivated leader, you will acquire new customer accounts by fostering strong relationships with wirehouse executives and financial advisors, capitalizing on the positive momentum and growing demand for our comprehensive estate planning solutions.

Requirements

• 8-10 years of experience selling into large wirehouses or financial services firms
• Proven track record of success in sales leadership roles within the wealth management or financial services industry
• Strong understanding of wirehouse operations and the estate planning landscape
• Experience managing long and complex sales cycles, with a demonstrated ability to develop and implement effective sales strategies
• Exceptional communication and interpersonal skills, capable of influencing and engaging stakeholders at all levels
• Entrepreneurial mindset with a results-oriented approach and the ability to adapt to changing market conditions
• Bachelor’s degree in business, finance, or a related field; advanced degree preferred

Responsibilities

• Grow top-line revenue by driving the entire sales process from pipeline creation to closing deals
• Manage and navigate long and complex sales cycles effectively, ensuring a deep understanding of client needs and delivering tailored solutions that resonate with their objectives
• Foster an entrepreneurial spirit within the sales process, encouraging innovative thinking and proactive problem-solving to overcome challenges and seize opportunities
• Identify and qualify new business opportunities through research, networking, and outreach, expanding our footprint in the wirehouse market
• Establish and cultivate strong relationships with C-level executives and other stakeholders, acting as the voice of the customer and distilling market insights to inform internal strategies
• Develop and refine a visionary sales strategy aimed at accelerating revenue growth from strategic accounts
• Track sales funnel KPIs, analyze performance metrics, and provide insights and recommendations to senior management for continuous improvement
• Collaborate closely with marketing, product development, and customer success teams to ensure alignment and maximize growth potential. Provide ongoing training and support to the sales team

Benefits

• Competitive Salary
• Fully remote, flexible work environment
• Full medical and dental benefits
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Paid Parental Leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire