Requires: Minimum 8 years’ clearing or fin-tech or SAAS sales experience into Registered Investment Advisors (RIAs) in a quota-carrying role. Hunter with strong track record. Experience/knowledge with clearing sales is a big plus.

Our client is a leading provider of clearing and execution services to the financial services industry and a strong, self-clearing broker dealer. Innovating in technology and risk management solutions for its clients, the firm is a pioneering solutions provider in the fin-tech space. Dynamic, growing company with an entrepreneurial culture and highly motivated sales staff that finds new ways to deliver for clients.

The Senior Sales Executive – Registered Investment Advisors (RIAs) has a leading role in growing the firm’s RIA business and must have a strong RIA network.

Responsibilities:

• Generate new revenue for RIA business, hunt and build client relationships
• Effectively present the firm’s value proposition through consultative sales process
• Leverage organization resources and work collaboratively in team environment
• Proactively generate new leads every week through cold-calling and networking
• Communicate progress and collaborate with other team members
• Travel up to 50%

Qualifications:

• Bachelor’s degree
• Minimum 8 years’ clearing or fin-tech or SAAS sales experience into RIAs in a quota-carrying role.
• Experience/knowledge with clearing sales is a big plus
• Knowledge of Custody, Clearing and/or Back office processes, technology, regulations, etc.
• Successful track record of exceeding million-dollar quotas
• Superior communication and presentation skills, consultative sales style
• Strong organizational skills and experience working with a CRM
• Persistent, able to manage complex sales cycle
• Hunter with cold-calling experience & proven ability to prospect & generate leads
• Self-starter, entrepreneurial
• Strong RIA network, able to consistently drive revenue
• Experienced working in a fast paced environment
• Series 7 strongly preferred.

Contact: Gary@GaryLouisNelson.com