Client: WealthTech SaaS for RIAs
Role: Sales Executive
Location: New York, NY (On-Site)
Comp: $130K - $160K Base + Double OTE
  
Overview
Our client is a new, very well-backed startup who are building the newest Advisory & Wealth Platform for all aspects around documentation, reporting, and data visualization for the RIA community.
  
The team are expanding their NYC sales presence with the addition of an Account Executive to lead the full sales lifecycle while generating leads, driving cold outreach, and developing your territory strategies.
  
Will be crucial this person can speak the language of their prospects with a knack for strong collaboration across product and technology teams to ensure they capture the vital early-stage product feedback.
  
You will operate closely with their senior leadership and executive teams and can expect a fast-paced, challenging startup environment with a long-term vision where you are helping them build the foundation of the firm.
  
Key Responsibilities:

• Lead the entire SLC handling lead-generation, cold outreach, new business development, and territory planning for your assigned coverage.
• Facilitate client meetings and demos in coordination with Product/Pre-Sales teams and ensure detailed feedback is captured for product enhancements
• Help develop their event and conference strategies while prospecting for new areas to engage with prospects and targets.

  
Desired Qualifications:

• 5-10+ YoE selling similar solutions to Wealth Channels or blend of SaaS Sales and Wealth Management profiles.
• Comfortable operating independently within a smaller, startup environment with the ability to manage all aspects of lead generation, business development, and relationship management.
• Familiar with Advisory and Wealth Channel pain-points and ideally, covered Estate & Trust, Retirement, or similar areas of focus.
• Experience scaling, or building new business pipelines for newly established firms.

  
If you think you're a good fit, please reach out directly to:
Zachary Thompson (Zachary.Thompson@trevosepartners.com)