Lead business development efforts targeting hedge funds, mutual funds, and private equity clients.
Manage a dynamic sales pipeline and build senior-level client relationships.
Contribute to the development of innovative products that address evolving market needs.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
You will lead business development efforts targeting the buy-side investment community, driving revenue growth.
Responsible for managing a high-performing sales pipeline and building strong relationships with hedge funds, mutual funds, and private equity clients.
Engage directly with clients through calls, presentations, and meetings, while mentoring your team to achieve aggressive sales targets.
This position is posted by Jobgether on behalf of a partner company, they use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly.
In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.
Identify and engage potential banking clients, managing the end-to-end sales process
Build and maintain strong, long-term relationships with enterprise executives, product teams, and technical stakeholders
Act as a trusted advisor to key stakeholders, helping them achieve strategic goals
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize how they talk about estate planning with their clients. We cultivate a collaborative and supportive environment, fostering innovation and certified as a Great Place to Work.