NCA Sales Lead – Wealth Management jobs in United States
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Incedo Inc. · 1 day ago

NCA Sales Lead – Wealth Management

Incedo Inc. is a high-growth Digital, Data, and AI-led Consulting and Technology firm headquartered in New Jersey. They are seeking a senior New Client Acquisition leader to drive growth across wealth managers, focusing on building relationships and closing multi-year engagements.

AnalyticsConsultingFinancial ServicesIT ManagementLife ScienceSoftwareTelecommunications
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Identify, engage, and convert new wealth Managers. Run targeted campaigns and manage a full deal lifecycle from prospecting to closure
Structure and win large, multi-year digital / data / AI transformation opportunities. Partner with product/solutions teams to co-create value; expand footprint through cross sell / up-sell
Build long-term strategic relationships with CXOs, business, technology, and procurement leaders
Position Incedo as a strategic partner within target accounts
Represent Incedo externally at events, forums, and executive discussions
Lead commercial structuring and negotiations
Build procurement alignment to accelerate onboarding and deal closure
Maintain disciplined pipeline management and forecasting accuracy

Qualification

New Client AcquisitionEnterprise SalesWealth Management ExperienceStrategic Account ManagementDeal StructuringCommercial NegotiationPipeline ManagementRelationship Building

Required

10-15 years of experience in enterprise sales/consulting/strategic account management within wealth tech industry
Demonstrated track record of new logo acquisition and multi-year deal closure
Bachelor's degree required

Preferred

Experience working with technology product/platform firms targeting Wealth Management firms
advanced degree (MBA/MS) preferred

Company

Incedo Inc.

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Incedo is a New Jersey headquartered, digital, data analytics and technology services firm.

H1B Sponsorship

Incedo Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (108)
2024 (145)
2023 (97)
2022 (114)
2021 (54)
2020 (67)

Funding

Current Stage
Late Stage

Leadership Team

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Nitin Seth
Co-Founder and Chief Executive Officer
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Company data provided by crunchbase