SVP, Director of Product and Enterprise Sales

Job Description

Job Description

SVP, Director of Product and Enterprise Sales

Level/Function: Senior Group Manager / Enterprise Sales

Reports to Head of Global Sales and Relationship Management

About BetaNXT:

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the SVP, Director of Product and Enterprise Sales:

We are seeking a dynamic and results-driven Sales Manager to lead and grow our Sales Team in a fast-paced, innovative environment. The ideal candidate will have a deep understanding of the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners. This leadership role will play a critical part in BetaNXT’s strategy and business growth going forward.

Responsibilities of the SVP, Director of Product and Enterprise Sales:

• Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector
• Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission
• Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients
• Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries
• Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects
• Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities
• Prepare and deliver compelling sales presentations and proposals to prospective clients
• Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives
• Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management
• Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed
• Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive
• Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales
• Develop training a coaching sessions and tools to ensure continuous improvement and knowledge growth across the Sales Team

Skills and Experience of the SVP, Director of Product and Enterprise Sales:

• Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus). Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus
• 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred
• Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success
• In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services
• Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key
• Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities
• Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making
• Willingness to travel as needed to meet clients and attend industry events

Compensation:

• We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $100,000 plus bonus opportunities and other incentives.

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