• Develop and execute a strategic sales plan to achieve and exceed revenue targets, with a specific focus on retirement solutions and wealth management. • Identify and engage potential enterprise clients within the wealth management, retirement plan, banking, and financial advisory industries. • Build and maintain strong relationships with key decision-makers, including C-suite executives, compliance officers, technology leaders, and retirement product heads. • Conduct in-depth discovery meetings to understand client needs, particularly around retirement compliance and plan governance, and position InvestorCOM’s solutions effectively. • Lead the end-to-end sales process, including prospecting, presenting, negotiating, and closing deals. • Collaborate with marketing, product, and customer success teams to ensure seamless onboarding and client satisfaction. • Stay informed about industry trends, regulatory changes, and competitive offerings related to both wealth management and retirement solutions, positioning InvestorCOM as a trusted thought leader. • Represent InvestorCOM at industry events, conferences, and networking opportunities.