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Curinos · 18 hours ago

Director, Wealth Solution Sales

New York, NY, US

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $175K/yr

10+ years exp

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. The Director of Sales will increase revenue from existing clients and new markets in the Wealth Management space, supporting Client Managers in business development processes and managing client relationships.

ConsultingFinancial ServicesInformation Services

Responsibilities

Curinos is currently looking for a Director of Sales to join our growing Wealth Product Sales team

This dynamic individual will have demonstrated the skills required to increase revenue from existing clients and new markets in the Wealth Management space through identifying incremental opportunities to leverage our data, software, and advisory solutions

This person will be a member of the Wealth Solutions Sales team and support Client Managers in all phases of the business development process including, whitespace analysis, prospecting, pipeline development and management, developing sales materials (solution content, proposals, contracts, etc.), providing subject matter expertise on Wealth solutions, executing demos and directly managing client relationships and sales processes

This person will be dynamic, entrepreneurial, a fast learner, independent self-starter and have a passion for driving end to end sales

They will also have the client relationship management skills to penetrate top market prospects as well as Wealth and Asset Management subject matter expertise to be viewed as a Subject Matter Expert

They should be highly organized, technically adept, intellectually curious, have a proven track record of smashing sales goals, and thrive in a fast-paced environment

You will have the ability to:

Fully understand the Wealth solutions offered at the Subject Matter Expert level, and help influence the associated development roadmaps

Support Client Managers and Product Owners with solutions selling into the senior level prospect and existing client account base including assistance in fully qualifying opportunities, input to opportunity strategy, solutions architecting, and conducting value-based demonstrations

Partner with the Sales and Delivery teams to plan, prepare and execute on strategic deals in complex sales cycles

Create and deliver powerful presentations and demos that clearly communicate the uniqueness of the value proposition and how it comes to life to meet client needs

Collect and document competitive intelligence and provide feedback to product, sales, and marketing functions

Conduct industry webinars and lead campaign development for distribution products and solutions

Qualification

Wealth management salesClient relationship managementData analysisTechnical background in bankingPresentation skillsProject managementCommunicationTeam collaborationDetail-orientedOrganizational skills

Required

Bachelor's Degree required OR equivalent combination of education, training, and experience

10+ years of experience in wealth management platform sales, and/or with experience at bank, broker-dealer or advisory firms

Proven ability to creatively explain and present complex concepts in an easy-to-understand manner

Ability to forge strong, long-lasting relationships with senior executives

Excellent analytical skills and ability to provide actionable insights from data, including advanced Excel skills

Solid technical background with understanding and/or hands-on experience with banking, cash sweeps and/or investments analytic solutions

Excellent written and verbal communication skills, including presentation and creativity skills

Excellent power point development and presentation skills

Exceptional project management skills and the ability to turn around time-sensitive research findings with a high degree of accuracy and insight

Hands-on experience with wealth management solutions, products and pricing structures

Strong storytelling, data visualization, and presentation skills

Track record of successfully managing and delivering on multiple projects at a time

Track record of successfully being hands on with data and distilling the key actionable insights

Track record of successfully managing client relationships

Track record of successfully meeting sales goals

Strong communication skills, detail-oriented, and organized

Ability to work collaboratively as part of a team

Willingness to travel

Benefits

Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from

Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!

Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!

Learning and development tools to assist with your career development

Work with industry leading Subject Matter Experts and specialist products

Regular social events and networking opportunities

Collaborative, supportive culture, including an active DE&I program

Employee Assistance Program which provides expert third-party advice on well-being, relationships, legal and financial matters, as well as access to counselling services