Sales Manager -- DTC

Realized Holdings Inc•Austin, TX

About The Position

Realized Holdings, a fast-growing Wealthtech company based in Austin, TX, seeks a strategic and results-oriented Head of Sales for DTC to lead our advisory and sales operations. At Realized, we enable clients and their financial advisors to seamlessly transition from individual property ownership to diversified, tax-efficient portfolios of real estate-backed securities, leveraging our proprietary technology. This role is a unique opportunity to drive growth, foster a high-performance sales culture, and shape the future of Investment Property Wealth Management®.

Requirements

Series 7, Series 9, Series 10, and Series 66 licenses are required (or Series 7 with Series 24).
Bachelor’s degree in Business Administration, Finance, or a related field is required; MBA preferred.
At least 3 years of leadership experience in financial services sales management, ideally in alternative assets and/or real estate.
A minimum of 5 years of hands-on sales experience, with a proven track record of achieving and exceeding performance targets in a financial services environment.
Exceptional leadership and motivational skills, with a demonstrated ability to build, inspire, and manage high-performing sales teams.
Strong analytical abilities to interpret market data, identify trends, and apply insights to develop effective strategies.
Excellent communication and interpersonal skills to foster strong relationships with clients, stakeholders, and team members.
Advanced knowledge of CRM systems (Salesforce, HubSpot) and proficiency with Microsoft Office Suite.
Expertise in sales strategies, tax-efficient investment solutions, and industry best practices.
Proven ability to coach and develop both seasoned and new financial professionals, equipping them with the skills and tools to succeed.

Responsibilities

Lead, inspire, and manage the advisory team to achieve individual and team performance goals while cultivating a client-focused culture.
Recruit, hire, and develop top-tier, securities-licensed financial professionals, building a team that reflects the company’s innovation, transparency, and stewardship values.
Conduct regular performance evaluations to identify skill gaps and implement tailored training and professional development programs.
Provide mentorship, coaching, and leadership to ensure team members are equipped to exceed expectations and meet ambitious revenue targets.
Oversee the end-to-end sales process, including prospecting, client engagement, negotiation, and deal closure, ensuring exceptional client experiences at every stage.
Establish and monitor sales goals, quotas, and key performance indicators (KPIs) to maintain accountability and alignment with company objectives.
Partner with the team to address client concerns, resolve operational challenges, and ensure sales processes run seamlessly.
Actively identify areas for improvement within the sales workflow and implement process optimizations to increase efficiency and effectiveness.
Work closely with senior leadership to define the long-term vision for the sales department and align sales strategies with broader business objectives.
Create, promote and maintain an environment of continuous learning environment.
Collaborate cross-functionally with marketing, product, and client success teams to develop integrated sales strategies that drive growth and client retention.
Partner with the advisory team to ensure the sales approach reflects the Company’s focus on tax efficiency, risk management, and personalized client solutions.
Build and maintain strong relationships with high-value clients, industry professionals, and key stakeholders to expand the Realized network and business opportunities.
Partner with the advisory team to identify client goals, propose tailored investment strategies, and ensure long-term client satisfaction and retention.
Serve as a trusted resource to clients and their advisors, providing insight into market trends and innovative solutions for managing real estate wealth.
Stay informed of market trends, industry developments, and regulatory changes, helping ensure that Realized remains a leader in the Wealthtech space.
Leverage advanced CRM platforms, including Salesforce and HubSpot, to streamline operations, drive team performance, and enhance client engagement.
Champion innovation in sales practices and tools to improve team performance and adapt to changing client needs.