Strategic Revenue Generation: Own the full sales lifecycle for institutional and enterprise prospects, driving net new revenue through a consultative and sophisticated sales approach.
Network Led Pipeline Development: Independently identify and prospect new customers by leveraging your own professional network and established contacts within the wealth management and financial services sectors.
Field Presence and Industry Leadership: Maintain a high profile presence at national industry trade shows and networking events to build brand authority and generate a consistent pipeline of enterprise opportunities.
Complex Sales Execution: Deliver elite level demonstrations and presentations that address the specific operational needs of enterprise tier clients, emphasizing our superior AI and integrated estate planning technology.
Multichannel Relationship Management: Navigate complex organizational structures to identify key stakeholders and economic buyers, building long term partnerships that go beyond a traditional vendor relationship.
Collaborative Strategy: Partner with internal leadership and product teams to align outbound strategies with market demand and emerging industry trends.

Proven Enterprise Track Record: A minimum of 5 years of enterprise level sales experience, preferably within the fintech or wealth management space, with a documented history of achieving elite results.
Deep Industry Network: An established and active book of contacts within major wealth management firms, broker dealers, and financial institutions is essential for success in this role.
Entrepreneurial Discipline: A self starter who thrives in high energy environments and is capable of executing complex field plans and territory strategies independently.
Exceptional Communication: Elite level negotiation and organizational skills are required to manage the intricacies of enterprise contracts and institutional procurement processes.
Education: Bachelor’s degree or equivalent relevant work experience.

Competitive salary.
Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Enterprise Sales Manager

Key skills