Wealth Custody & Clearing Sales, Vice President
Core
Vice President driving global revenue growth strategies for Wealth Custody & Clearing solutions targeting UHNW clients and large enterprise wealth management firms.
Role type
Senior IC Vice President, Business Development & Sales
Builds
Global revenue growth strategies, new business opportunities, and integrated end-to-end solutions for Wealth Custody & Clearing
Domain
Financial Services / Wealth Management / Custody & Clearing
Required skills
Enterprise sales leadership, pipeline generation, deal execution, complex multi-functional project management, executive stakeholder management, commercial acumen, forecasting, CRM proficiency, strategic alliance management
Preferred skills
Advanced degree, experience with CRD Wealth platform, fintech knowledge, alternative investments expertise
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, and Technology teams; represent the brand at industry events
Seniority
Senior, hands-on IC with strategic leadership