Sales Executive (Wealth Management SaaS) jobs in United States
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Iopa Solutions · 9 hours ago

Sales Executive (Wealth Management SaaS)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level

Iopa Solutions is a fast-scaling WealthTech firm transforming the wealth management ecosystem. They are seeking a Wealth Software Sales Executive to drive full-cycle enterprise sales, manage multi-stakeholder deals, and collaborate with product teams to enhance client proposals.

FinTechProfessional ServicesRecruitingStaffing Agency
Hiring Manager
Jas Singh
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Responsibilities

Full-cycle enterprise sales into RIAs, broker-dealers, wirehouses, asset managers, and wealth platforms
Leading deep solution conversations across portfolio management, financial planning, reporting, trading, compliance, and client experience
Managing multi-stakeholder, mid- to long-cycle enterprise deals
Presenting to C-suite and senior leaders (Chief Investment Officer, Head of Advisor Platforms, CTO, COO)
Owning territory strategy, pipeline development, and revenue growth across the US
Working closely with product and solutions teams to shape client-focused proposals

Qualification

Wealth management softwareEnterprise salesConsultative sales cyclesWealth management operationsExecutive presenceStorytelling abilitySelf-directed mindset

Required

Strong experience selling wealth management software, advisor platforms, or related fintech
Track record of successful enterprise sales into wealth managers, RIAs, broker-dealers, or financial institutions
Ability to run complex, consultative sales cycles (6–18 months)
Deep understanding of wealth management operations, advisor workflows, and regulatory context
Strong executive presence + storytelling ability
Self-directed, entrepreneurial mindset — someone who builds, not just manages

Benefits

Strong marketing + SDR support to fuel your pipeline
Freedom to own the US territory and your go-to-market strategy
Big earning potential tied to large-scale enterprise deals
A team that actually collaborates (no egos, no silos)

Company

Iopa Solutions

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iopa Solutions is a fintech staffing and recruiting company. It offers a vast range of services that help to bridge the gap.
dateFounded in 2007
location
London, England, GBR
people-size11-50 employees
web-link
https://www.iopasolutions.com

Funding

Current Stage
Early Stage

Recent News

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