Senior B2B Sales Manager / Director (WealthTech Platform)
Core
Lead end-to-end B2B sales for a cloud-native wealthtech platform serving investment managers and financial institutions.
Role type
Senior B2B Sales Manager / Director
Builds
A unified, institutional-grade Platform-as-a-Service integrating custody, trading, portfolio management, and compliance workflows.
Domain
WealthTech / Financial Services
Deliverable
production ML models | product features | client delivery
Required skills
B2B sales cycle management, pipeline development, senior-level client negotiations, go-to-market strategy definition, market intelligence gathering, technical platform articulation
Preferred skills
Experience with investment managers, wealth advisors, or multi-family offices
Technologies
Cloud-native platforms, API-driven architectures
Responsibilities
Own and execute the end-to-end B2B sales cycle from prospecting to contract close; Identify and engage prospective clients across institutional segments; Develop and maintain a structured sales pipeline; Lead senior-level client conversations and deliver platform demonstrations; Build trusted relationships with decision-makers; Contribute to go-to-market strategy and pricing model definition; Represent the company at industry events; Relay market feedback to product and engineering teams
Seniority
Senior, hands-on IC