Lead market expansion and drive significant revenue growth within our institutional client base. This senior hybrid role offers direct influence over regional strategy and a clear path to impact our market share, working with complex financial solutions and high-value accounts.
Responsibilities
Develop and execute a strategic territory plan to exceed sales targets for institutional products/services.
Cultivate and expand relationships with key decision-makers across institutional clients (e.g., pension funds, endowments, asset managers).
Drive end-to-end sales cycles for complex solutions, from prospecting to negotiation and close.
Conduct in-depth market analysis to identify new opportunities and competitive threats.
Represent the company at industry conferences and client engagements to enhance brand presence and pipeline.
Provide regular, accurate forecasts and pipeline updates to leadership.
Requirements
10+ years of demonstrated success in institutional sales, consistently exceeding quotas.
Proven ability to manage and grow a multi-million dollar territory in financial services or related B2B sector.
Expertise in consultative selling complex financial products or enterprise solutions.
Track record of building and maintaining strong relationships with senior-level stakeholders.
Willingness and ability to travel up to 50% within the assigned territory.
Bachelor's degree in Business, Finance, or a related field.
Nice-to-Haves
MBA or advanced degree.
CFA or other relevant industry certifications.
Experience with Salesforce CRM and advanced sales analytics tools.
Existing network within the target institutional client segment.
What We Offer
Highly competitive base salary complemented by an uncapped commission structure and performance bonuses.
Comprehensive benefits package, including medical, dental, vision, and 401k with company match.
Significant professional development resources and opportunities for career advancement.
A culture of innovation, direct impact, and high-performance collaboration.
Work with industry-leading products and a respected brand.