Tech Stack

Description

You will drive growth in the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms on the West Coast. You'll collaborate with cross-functional teams to deliver tailored solutions and expand market presence.

Requirements

• 5+ years sales experience in financial services, particularly advisor custody
• Proven track record driving revenue growth with RIAs and advisory firms
• Deep knowledge of advisor custody landscape, regulations, and competitive offerings
• Excellent communication skills to present complex solutions clearly
• Self-motivated with ability to work independently in a remote territory-based role

Responsibilities

• Identify and pursue new sales opportunities with RIAs and wealth management firms
• Cultivate and maintain long-term relationships with prospective and existing clients
• Develop and execute sales strategy aligned with company goals and market demands
• Proactively manage sales pipeline and prioritize opportunities across West Coast territory
• Collaborate with product, marketing, and customer success teams for seamless client experience