VP of Wirehouse and Key Accounts

Summary

Join Wealth.com, the leading estate planning platform, as the VP of Wirehouse & Key Accounts. This executive role requires defining and executing a long-term sales strategy for a critical market segment, selling directly to premier wirehouses. You will leverage your expertise to drive growth, shape market penetration strategies, and mentor a high-performing team. Reporting to the Chief Growth Officer, you will acquire new accounts and collaborate with the executive team. This is a fully remote, flexible role with competitive compensation and benefits, including unlimited PTO and paid parental leave. Wealth.com is a dynamic, growing company certified as a Great Place to Work.

Requirements

• A minimum of 10-15 years of experience in sales leadership, with a significant track record of success in selling into large wirehouses or financial services firms
• Demonstrated expertise in navigating complex sales cycles and driving strategic initiatives within the wealth management or financial services industry
• In-depth understanding of wirehouse operations, estate planning solutions, and the broader financial services landscape
• Exceptional strategic thinking, communication, and leadership skills, with proven experience in managing high-stakes negotiations and influencing executive stakeholders
• An entrepreneurial mindset coupled with a results-driven approach and the agility to thrive in a dynamic, fast-paced environment
• Bachelor’s degree in business, finance, or a related field

Responsibilities

• Develop, articulate, and implement a forward-thinking sales strategy that reinforces our leadership in the wirehouse and strategic accounts market
• Serve as a trusted advisor to C-level executives, fostering robust relationships and influencing key decision-makers at top-tier financial institutions
• Direct and manage end-to-end sales processes, from strategic pipeline development to closing high-value deals, ensuring alignment with overarching business objectives
• Lead and navigate sophisticated, multi-stakeholder sales cycles, crafting tailored solutions that meet the evolving needs of enterprise clients
• Recruit, develop, and mentor top-tier sales professionals while leading the build-out of a dynamic team. Cultivate an entrepreneurial culture that drives innovation and excellence
• Partner with legal, marketing, product, and engineering teams to align on strategic priorities and enhance the overall customer experience
• Identify and capitalize on emerging opportunities within the wirehouse market, expanding our footprint and driving sustainable revenue growth
• Utilize sales analytics and performance metrics to forecast trends, optimize sales processes, and provide actionable insights to the executive team

Preferred Qualifications

An advanced degree

Benefits

• Competitive Salary. $250,000 - $300,000 a year
• Fully remote, flexible work environment. We do however meet together in person several times a year
• 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
• Free estate planning!