Wealth Custody & Clearing Sales, Vice President
Core
Vice President driving global revenue growth strategies for Wealth Custody & Clearing solutions targeting UHNW clients and enterprise wealth management firms.
Role type
Senior IC Vice President, Business Development & Sales
Builds
Global revenue growth strategies and integrated custody/clearing solutions for institutional investors
Domain
Financial Services / Wealth Management / Custody & Clearing
Required skills
Enterprise sales leadership, UHNW client relationship management, complex deal execution, strategic partnership development, market intelligence analysis, CRM proficiency (Salesforce), regulatory compliance knowledge
Preferred skills
Advanced degree, fintech background, experience with CRD Wealth platform, alternative investments knowledge
Technologies
Salesforce, CRD Wealth, Apex Fintech Solutions
Responsibilities
Drive new business opportunities through proactive prospecting and relationship development, manage full sales cycle from outreach to qualification, cultivate strategic partnerships with UHNW clients and wealth managers, shape and execute go-to-market approaches, collaborate with Product/Operations/Technology teams, represent the brand at industry events
Seniority
Senior, hands-on IC with strategic leadership