B2B Sales Executive – WealthTech
Core
Acquire and close paying clients for portfolio optimization and validation technology serving professional investment decision-makers.
Role type
Independent contractor B2B sales executive (WealthTech)
Builds
Q72 Capital's portfolio optimization and validation platform
Domain
WealthTech / Institutional FinTech / Portfolio Analytics
Deliverable
client delivery
Required skills
B2B sales to financial institutions, selling software/data/analytics/investment solutions, full-cycle sales management, commercial negotiation, product demonstration, objection handling
Preferred skills
Existing network in wealth management/family offices/asset management, experience in WealthTech/institutional FinTech/portfolio analytics/risk software
Technologies
Q72 Capital platform
Responsibilities
Identify suitable wealth managers and investment firms, establish contact with CIOs and senior decision-makers, conduct qualification calls and product demonstrations, understand client workflows, position the product, manage negotiations, move opportunities through the sales cycle, close and hand over accounts