Business Development and Sales, Vice President
$110,000–$207,500 year
On-siteBoston, Massachusetts, United States or Irvine, California, United States
Job Summary
Drive global revenue growth for Wealth Custody & Clearing by prospecting UHNW clients and large enterprise wealth management firms to deliver differentiated custody and clearing solutions. Manage the full sales cycle from initial outreach through deal execution, maintaining accurate pipeline records in Salesforce CRM while cultivating strategic partnerships with key decision-makers. Shape go-to-market strategies for global wealth offerings, leveraging alliances with partners like Apex Fintech Solutions to expand reach and unlock new revenue streams in alternative investments and private credit. Collaborate closely with Product, Operations, and Technology teams to ensure seamless client integration and operational excellence across complex enterprise operating models.
Required Qualifications
- Bachelor's degree
- 7+ years of enterprise sales experience in wealth custody, wealth management, wealth technology, financial services technology, or fintech
- demonstrable track record of meeting or exceeding commercial targets
- Deep familiarity with the wealth landscape — including wealth managers, registered investment advisors, and private banks
- command of the key commercial, operational, and regulatory priorities facing these firms
- Demonstrable sales track record with a background in core sales functionalities, including pipeline generation and deal execution
- Demonstrated experience managing complex, long-cycle enterprise sales processes involving multiple executive stakeholders, procurement governance, and competitive displacement
- Exceptional sales leadership skills, including the ability to design and execute enterprise-level sales strategies, negotiate complex transactions, and manage executive client relationships
- Strong commercial acumen including experience with forecasting, pipeline analytics, CRM platforms, and revenue operations frameworks
- Proficiency with CRD Wealth and other critical third-party platform integrations for enterprise wealth management
- Ability to lead, prioritize and execute on multiple, simultaneous priorities and initiatives
- Strong delivery focused mindset; ability to work on multiple initiatives in parallel, thinking both tactically and strategically
- Superb business judgment and ability to think through complex business issues
- Outstanding verbal and written communications
- Willingness to travel internationally, as needed, to support client engagement and business development activities
Desired Qualifications
- advanced degree
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