Enterprise Sales and Solutions Director

Enterprise Sales and Solutions Director, BetaNXT

Reports to Head of Global Sales and Relationship Management

Internal Title / Function:  Expert, Enterprise Sales

Remote US, New York, NY, US, Cary, NC or Brookfield, WI

Our Company:

BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience. Combining industry expertise with the power of our proven Beta, Maxit, and Mediant businesses, we are focused on solving our customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth. For more information visit www.betanxt.com.

The Role:

We are seeking a dynamic and results-driven Sales professional to join our team and help build our market presence and expand our business in a fast-paced, innovative environment. Reporting to our Sales Team Leader, the ideal candidate will have broad experience in, and a deep understanding of, the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners.  This role will play a critical part in BetaNXT’s strategy and business growth going forward.

Key Responsibilities:

• Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector.  A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients
• Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries 
• Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects 
• Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities 
• Prepare and deliver compelling sales presentations and proposals to prospective clients 
• Play a key role in negotiating contracts, pricing, and setting terms of service to close deals effectively and in alignment with company objectives 
• Create, monitor and maintain your sales pipeline and revenue forecasts, and provide regular updates to senior management 
• Ensure the Salesforce application is updated and reflects all current activity for all team members.  Work to ensure proper reporting and systems enhancements are completed 
• Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive 
• Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales and prospect engagement

Requirements:

• Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus).   Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus. 
• 8 years of sales experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred. 
• Proven track record of managing and developing successful sales strategies in the Wealth Management and financial services industry and delivery growth and a commitment to success 
• In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services 
• Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key 
• Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities
• Successful candidate highly self-motivated with a strong desire to achieve results for themselves and the team. 
• Comfortable operating in a commissioned role 
• Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making 
• Willingness to travel as needed to meet clients and attend industry events