What are the responsibilities and job description for the SVP, Sales & Business Development position at Advisor360°?
Who We Are
We believe that everyone should have easy, affordable access to personal financial advice.
By making our tools accessible to everyone, we will not only transform the wealth tech industry—we will transform the lives of millions.
Who You Are
As the SVP of Sales & Business Development, you are a strategic thinker and dynamic sales executive with a deep understanding of technology-driven solutions. You are passionate about leading sales efforts, building relationships, and driving revenue growth. You excel at collaborating cross-functionally with Product, Marketing, and Customer Success teams to ensure our platform and solutions meet client needs and market demands.
What You’ll Do
- Develop & Execute Sales Strategy: Drive the sales strategy for our platform and product solutions, ensuring alignment with business objectives and revenue goals.
- Lead & Manage Sales Efforts: Own the full sales cycle, from prospecting to closing, with a focus on enterprise clients in the financial services industry.
- Build Strong Client Relationships: Develop and maintain deep relationships with key stakeholders, understanding their challenges and positioning Advisor360° as the optimal solution.
- Drive Revenue Growth: Identify new business opportunities, upsell/cross-sell existing clients, and expand our footprint in the wealth management sector.
- Collaborate with Internal Teams: Work closely with Product, Marketing, and Customer Success to develop targeted campaigns, refine go-to-market strategies, and ensure seamless onboarding.
- Analyze Market Trends: Stay ahead of industry trends and competitive dynamics to position Advisor360° as a leader in the space.
- Represent Advisor360°: Attend industry conferences, events, and networking engagements to expand market influence and brand awareness.
What You Bring
- 10- 15 years of experience in sales and business development, with a strong track record in enterprise software, SaaS, or fintech solutions.
- Proven ability to build and execute sales strategies that drive revenue growth.
- Strong relationship-building skills with the ability to engage and influence C-suite executives and industry leaders.
- Experience working cross-functionally with Product, Marketing, and Customer Success teams.
- Strong negotiation skills and the ability to close complex, high-value deals.
- Exceptional communication and presentation skills.
- Experience selling to wealth management firms, financial advisors, or enterprise financial institutions is a plus.
- Bachelor’s degree in Business, Finance, or a related field preferred.
Why Join Us?
- Competitive compensation and performance-based incentives.
- A collaborative and innovative work environment.
- Opportunities for professional growth and leadership.
- Comprehensive benefits package, including health, dental, vision, and 401(k).
- The chance to make a real impact in the financial services industry.
If you are a driven and strategic sales leader looking to make a difference in the fintech space, we’d love to hear from you! Apply today and join us in transforming wealth management through technology.
