Senior Vice President, Large Enterprise Sales
Job Description:
• 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
• 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
• Lead the entire sales cycle from prospecting, negotiations, to closing deals
• Present and demonstrate Advyzon’s capabilities to clients, effectively articulating our value propositions
• 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
• 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
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
• Bachelor’s degree in Business, Finance, or a related field
• An MBA is preferred
• Current Series 7 & 66 – preferred but not required
• 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.
Benefits:
• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development opportunities
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