Account Director - Wealth and Asset Management Software Solutions

Who Is InRhythm?

InRhythm is a leading modern product consultancy and digital innovation firm with a mission to make a dent in the digital economy. Founded in 2002, InRhythm is currently engaged by Fortune 50 enterprises to bring their next generation of digital products and platforms to market. InRhythm has helped hundreds of teams launch mission-critical products that have created a positive impact worth billions of dollars.

InRhythm’s unique capabilities of Product Innovation and Platform Modernization services are the most sought-after. The InRhythm team of A thought leaders don’t just “get an assignment,” they join the company to do what they love. It’s that passion that has helped us grow rapidly and consistently deliver on our commitment to helping clients develop better, faster, and in rhythm.

What We Do At InRhythm

We bring enterprises' most urgent and important products to market with high velocity, high quality and 10x impact. We enable innovative cultures by coaching teams with the right mix and maturity of modern tools, methods, and thought leadership.

This is a unique opportunity to get in on the ground floor of an evolving team. InRhythm clients include a broad range of highly visible and recognizable customers, including, but not limited to:

• Goldman Sachs
• Fidelity
• Morgan Stanley
• American Express
• Mastercard

From greenfield to tier-one builds, our clients look to us to deliver their mission-critical projects related to product strategy, design, cloud native applications, as well as mobile and web development. The projects we work on literally change the world. They change the way we live, work, and think in a positive way.

We’re Looking for an Account Director - Wealth and Asset Management Software Solutions

The Account Director, Wealth Management is a proactive and knowledgeable consultant and ally for customers, responsible for ensuring that InRhythm is meeting our objectives, while delivering on the promise of quality and providing a world-class experience. The ideal candidate will also be responsible for the financial aspects of the partnership, including maintaining current business and executing on growth targets.

The main goal of our Account Director, Wealth Management is to drive net new sales from named prospects within your assigned accounts. In this role, you will partner cross functionally with internal teams to drive business opportunities from initial prospecting through negotiation to contract close.

At InRhythm, You Will

• Own your role and its development
• Be proactive with account strategy, becoming innovative with hunting and farming activities
• Build strong client relationships and establish trust with all key client contacts to mine new opportunities
• Develop business and achieve revenue targets by growing the existing revenue base and farming out new business within multiple accounts, fully managing the sales pipeline
• Ability to act as the lead and single point of contact for client relationships
• Learn, absorb, and adapt quickly to ever-changing business priorities
• Contribute new ideas and support the wider team

What You Bring To The Table (Requirements)

• Minimum 10 years of $3 Mil quota-carrying experience in a full cycle sales role with strong prospecting, qualifying, negotiation, and closing skills
• Proven track record of managing, growing, and retaining Enterprise Financial Services accounts (Fortune 250)
• Skilled in Solution Discovery and Value Selling to enable sale of onshore engineering services
• Must have experience selling services or SaaS/SW deals of $250K (custom-preferred)
• We want someone with strong hunting instincts - that is, you aren’t purely account management oriented. You should be able to identify new opportunities, expand relationships and generate leads.
• Deep wealth and asset management experience - prior exposure to clients in the wealth and asset management space is essential.
• Strong Executive presence, must be able to hold your own in high-level conversations with C-suite executives.
• You demonstrate a polished, professional demeanor and an ability to handle objections/ pushback gracefully.
• You have a practical understanding of software engineering and/or consulting services and are able to speak confidently about modern, tech-driven solutions.
• Familiar with the nuances of financial institutions and how technology supports investment processes.
• Strong business and technical skills to interface with customers and other team members.
• A background in consulting or smaller-scale firms is a plus, as you will need to wear multiple hats. Even if you’ve worked in a larger enterprise, what’s most important to us is that you’re flexible, adaptable, and have a dynamic approach to solutions selling.
• You have an entrepreneurial streak, and are able to thrive in a fluid environment.
• Highly organized leader and team player that is organized, persistent with a strong work ethic, adapts quickly, and independent
• Proficiency in Salesforce required

What Makes You Stand Out

• Build strong client relationships with executives and key decision-makers
• Understand the needs of the client considering their business objectives and success metrics
• Develop, own, implement, and manage SOWs
• Establish clear and mutually agreed upon consultant matrix with the client; including fees, expectations on quality, and timescales
• Ensure services are delivered at the agreed price, quality, and time
• Extensive preparation for client meetings, including producing sales and marketing materials as needed
• Manage the end-to-end sales process for all opportunities including initial client communication, on-site presentations, solutions roadmap, RFI response, multi-day client workshops, RFP submission, SOW crafting, negotiation and deal signing

Why Work at InRhythm?

People at InRhythm are entrepreneurs and innovators at heart and problem solvers who find new ways to overcome challenges. InRhythm continues to evolve and grow – and is now prepared to accelerate “scale” with the addition of this role to our community.

At InRhythm we believe in building a better workplace. When you join our team, you can expect a number of work/life benefits:

• Comprehensive and customizable Medical, Dental, and Vision Plans
• 401(k) Matching
• Paid Parental Leave
• Scalable PTO
• Reimbursements for personalized birthday experiences
• Social and Flexible Work Environment
• Weekly Happy Hours and Cultural Events to get to know your team
• Media Streaming, Book, and Fitness Allowances

The hiring range for this position in New York, NY is 140,000 - 160,000 per year, base salary. The base pay actually offered will take into account internal equity and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on level and position offered.