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Strategic Sales Manager – Advisor Custody

SalesSalesFull TimeRemoteTeam 201-500H1B SponsorCompany SiteLinkedIn

Location

California

Posted

9 days ago

Salary

$110K - $130K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Identify and pursue new sales opportunities with RIAs and financial advisors • Cultivate and maintain long-term relationships with clients • Develop and execute a sales strategy aligning with company goals • Proactively manage your sales pipeline • Work closely with product, marketing, and customer success teams • Stay current on trends and regulatory changes in advisor custody • Provide regular updates on sales activities to senior leadership

Job Requirements

  • 5+ years of sales experience in the financial services industry
  • Strong background in advisor custody or related sectors
  • Proven track record in driving revenue growth
  • Deep understanding of the advisor custody landscape
  • Excellent verbal and written communication skills
  • Strong interpersonal skills
  • Self-motivated and able to work independently
  • Comfortable using CRM software and presentation tools

Benefits

  • Competitive equity package
  • Health, dental, and vision benefits
  • 401(k) offering with employer match
  • Flexible PTO policy

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