Strategic Sales Manager, Advisor Custody

Summary

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

Requirements

• Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions)
• Proven Track Record: Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
• Knowledge of Advisor Custody: Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
• Communication Skills: Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
• Relationship-Building: Strong interpersonal skills with the ability to establish rapport and trust quickly with clients
• Self-Motivated: Ability to work independently, manage time effectively, and drive results in a remote, territory-based role
• Technology Proficiency: Comfortable using CRM software (e.g., Salesforce), presentation tools, and other technology platforms essential to the sales process

Responsibilities

• Business Development: Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West region
• Client Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions’ custody solutions
• Sales Strategy: Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets
• Territory Management: Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West territory, while managing time effectively across a wide geographic region
• Collaboration: Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
• Market Expertise: Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West
• Reporting & Forecasting: Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership

Benefits

• Health insurance
• Dental insurance
• Vision benefits
• 401(k) offering with employer match
• Flexible PTO policy
• Variable compensation through a commission bonus