About Us

We’re working with a leading wealth technology vendor that empowers investment professionals to deliver smarter trading decisions and better guidance to their clients. With over 20 years in the market, their solutions are trusted by hundreds of firms and thousands of users worldwide. Their modern portfolio and trade management platform delivers operational efficiency, reduces friction, and unlocks investment potential. With offices in the US and India, the company continues to expand and is looking to strengthen its sales organization.

Job Description

Our client is hiring a Senior Sales Executive – Wealth Management Technology to accelerate growth across the wealth management, family office, and global investment management sectors. This individual will be responsible for prospecting, building relationships, and closing new business opportunities. The role requires strong financial services knowledge, ideally with direct experience in wealth management systems or trading technology, combined with a hunter mentality and proven ability to exceed sales targets.

Key Responsibilities

• Proactively identify, qualify, and close new business opportunities within wealth management and adjacent markets
• Build strong client relationships and articulate the value of modern portfolio and trade management solutions
• Deliver compelling sales presentations and demonstrations tailored to client needs
• Collaborate with internal teams to ensure seamless client onboarding and ongoing success
• Accurately forecast and manage pipeline to achieve and exceed revenue targets
• Maintain up-to-date sales activity and client information within CRM systems

Requirements

• 3 - 7 years of sales experience with a track record of meeting or exceeding targets
• Proven background in wealth management systems or financial services required
• Knowledge of institutional securities trading is a plus
• Experience using tools such as Salesforce, HubSpot, or Gong
• Strong business acumen with excellent communication, negotiation, and presentation skills
• Energetic, proactive, and collaborative with the ability to work independently
• Bachelor’s degree in Business, Finance, Marketing, or a related field

Other

This is an exciting opportunity for a motivated sales professional with wealth management experience to join a well-established fintech vendor and play a key role in driving new business growth. If you’re passionate about finance, trading technology, and building strong client relationships, we’d love to connect with you.