Strategic Sales Manager– West Coast Territory, Advisor Custody

📋 Description

• Sell to RIAs and financial advisors on the West Coast.
• Identify, engage, and close new advisory business.
• Collaborate with product, marketing, and customer success.
• Manage sales pipeline and forecast revenue.
• Stay current on advisor custody trends and regs.
• Provide regular pipeline and revenue updates to leadership.

🎯 Requirements

• 5+ years of sales in financial services.
• Background in advisor custody or RIAs, custodians, asset mgmt.
• Proven track record driving revenue and relationships with RIAs.
• Deep knowledge of advisor custody regulatory landscape.
• Excellent verbal and written communication.
• CRM proficiency (Salesforce) and tech-savviness.

🎁 Benefits

• Equity package and health, dental, vision benefits.
• 401(k) with employer match and flexible PTO.
• Life/AD&D, STD/LTD benefits.
• Flexible paid time off.
• 7 Employee Resource Groups.
• Professional development opportunities.