Vice President, Enterprise Sales
About The Position
SMArtX Advisory Solutions, a rapidly growing financial technology firm based in West Palm Beach, Florida, is seeking a driven and experienced sales leader to identify, source, qualify, and develop new enterprise sales opportunities within targeted markets and prospective wealth firms. The VP of Enterprise Sales will play a critical role in expanding SMArtX's footprint across the wealth management landscape — including Enterprise RIA firms, broker-dealers, TAMPs, and other financial institutions. This role requires a hands-on salesperson who can build a scalable, repeatable sales process while navigating complex organizations and long sales cycles. Familiarity with growth-stage organizations and a passion for financial technology are essential for success.
Requirements
- 5+ years of experience selling enterprise technology, preferably within a SaaS firm serving the Wealth Management industry.
- Proven track record of success in an enterprise sales role, with demonstrated ability to close complex, multi-stakeholder deals.
- Strong ability to quickly assess prospect needs and map them to SMArtX's value proposition, platform capabilities, and workflow solutions.
- Familiarity with Unified Managed Accounts (UMAs), Managed Portfolio Solutions, and the broader FinTech ecosystem.
- Proficiency in CRM and sales enablement tools (e.g., Salesforce); disciplined approach to pipeline management and documentation.
- Excellent communication and presentation skills — written, verbal, and in executive-level settings.
- Strong problem-solving skills and a solution-oriented mindset.
- Highly motivated, results-driven, and thrives in a fast-paced, evolving environment.
- Exceptional multitasking, time management, and prioritization skills.
- Strong work ethic and a high sense of ownership and urgency.
- Bachelor's degree required.
Responsibilities
- Source and qualify new sales opportunities through inbound and outbound lead generation efforts.
- Develop and execute a strategic sales plan to capture opportunities across targeted wealth management markets.
- Engage in ongoing market research to identify prospective firms, key decision-makers, and generate interest in SMArtX solutions.
- Facilitate the full sales cycle — from initial outreach through proposal, negotiation, and contract execution.
- Build and maintain trusted relationships with prospects and key stakeholders at all levels, including C-suite executives.
- Deliver compelling platform demonstrations and tailored presentations that align with prospect goals and challenges.
- Stay current on industry trends, competitor products, and evolving market demands to sharpen SMArtX's competitive positioning.
- Actively and consistently leverage the CRM and full suite of sales enablement tools; maintain accurate pipeline reporting and executive visibility.
- Collaborate cross-functionally with Product, Marketing, and Client Success teams to ensure a seamless prospect-to-client transition.
- Travel as needed to support sales activities and client engagement.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
