A growing financial technology company focused on advanced planning solutions for financial advisors is hiring a Sales Director to help lead its next stage of enterprise growth. This is a fully remote, U.S.-based role working closely with executive leadership to build a scalable enterprise sales function from the ground up.
You will own the complete sales cycle for enterprise and strategic accounts - from pipeline development through contract close - while building relationships with registered investment advisors, broker-dealers, banks, and wealth management firms. You will lead product demonstrations, negotiate contracts, and represent the company at industry events, working cross-functionally with marketing, product, and customer success.
Term: Full Time
Location: Remote
Compensation: Base salary up to $125k + commission
Desired Qualifications:
- Strong track record in financial technology or wealth management technology sales, ideally selling directly to financial advisors
- 10+ years of software/technology sales
- Demonstrated ability to thrive in settings without a pre-built playbook
- CFP credential or deep financial-planning fluency is a plus
- Prior experience as a wholesale representative or in an early-stage/startup sales environment is also a plus
