VP, Business Development Officer, Enterprise Sales – Financial Institutions
Core
VP of Enterprise Sales selling wealth management solutions (retail, trust, RIA) to community banks and credit unions.
Role type
Senior IC enterprise sales executive
Builds
Institutional wealth management partnerships and revenue
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
B2B sales, consultative selling, pipeline management, C-suite negotiation, Salesforce proficiency, market analysis
Preferred skills
Existing network of senior wealth leaders, familiarity with contracting with financial institutions, knowledge of bank vs credit union differences
Responsibilities
Develop and close a robust pipeline of self-sourced and warm opportunities, leverage consultative B2B sales process for institutional growth, track opportunities in Salesforce, build relationships with internal business partners, prioritize high-gain opportunities, iterate offerings based on feedback
Seniority
VP, strategic leadership & high-level execution