Senior Vice President, Large Enterprise Sales

Advyzon•Chicago, IL

2d•Remote

About The Position

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

Requirements

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.
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.
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.
Bachelor’s degree in Business, Finance, or a related field.

Nice To Haves

An MBA is preferred.
Current Series 7 & 66 – preferred but not required.

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.