Senior Vice President, Large Enterprise Sales

Reporting to the President of Enterprise Solutions, we are seeking a highly motivated and experienced enterprise sales professional to join our dynamic sales team in the global wealth management sector. The ideal candidate will have a proven track record of successfully selling complex wealth management SaaS and investment management solutions to large enterprises. This role requires a deep understanding of enterprise wealth management markets (mega RIAs, large broker dealers/wirehouses, global bank trusts), exceptional relationship-building skills, high aptitude and experience in closing large deals, and the ability to develop and execute strategic sales plans. Please note: this is NOT an account management/relationship management role. This is an entrepreneurial hunter, net-new-logos, senior enterprise seller role.

Please note: this is NOT an account management/relationship management role. This is an entrepreneurial hunter, net-new-logos, senior enterprise seller role

Critical Responsibilities

Sales Strategy Development:

• Develop and implement comprehensive sales strategies to target enterprise clients in various segments of the financial services industry.
• Analyze market trends and identify new opportunities for growth.
• Client Relationship Management: Build and maintain strong relationships with key stakeholders and decision-makers within client organizations.
• Serve as a trusted advisor, understanding client needs and providing tailored solutions.

Sales Execution:

• Lead the entire sales cycle from prospecting, negotiations, to closing deals.
• Present and demonstrate Advyzon’s capabilities to clients, effectively articulating our value propositions.

Collaboration and Teamwork:

• Work closely with internal teams including marketing, product development, onboarding, relationship management and customer support to ensure alignment and success in client engagements.
• Collaborate with senior management to set sales targets and reporting.
• Performance Tracking: Monitor sales metrics, report on sales activity, and adjust strategies as needed to meet performance goals.
• Maintain up-to-date knowledge of competitor offerings and industry best practices.

Skills/Qualifications

Experience:

• Minimum of 15 years of proven success in large enterprise wealth tech and investment management sales.
• Strong understanding of financial products, wealth management technology and investment management (TAMP) services.

Education:

• Bachelor’s degree in Business, Finance, or a related field. An MBA is preferred.
• Current Series 7 & 66 – preferred but not required.

Skills:

• Exceptional communication, negotiation, and presentation skills.
• Strong analytical skills with the ability to understand complex financial concepts.
• Proficiency in CRM software and sales analytics tools.

Attributes:

• Entrepreneurial, self-motivated with a results-oriented mindset.
• Strong problem-solving skills and the ability to work independently and as part of a team.
• Willingness to travel as needed for prospect/client meetings and industry events.