Job Description

We are representing an innovative WealthTech company that is transforming how leading financial institutions approach retirement income planning. With a proven platform already managing over $150 billion in retirement assets, this pioneering firm is now poised for rapid growth – and they’re seeking a strategic, results-driven enterprise sales leader to help them capture the next wave of market opportunity.

This is a rare opportunity to join a high-growth, high-impact company at the forefront of financial planning technology. Working directly with the CEO and executive team, you’ll take the reins on driving enterprise sales efforts across wealth management firms, mid-sized institutions, and select large enterprises, with multi-million dollar deals on the table.

If you thrive in a consultative, enterprise sales environment, have deep experience navigating complex buying cycles in wealth management, and are excited by the chance to shape sales strategy for a category-defining technology, this is your opportunity to make your mark.

About the Company

While we can’t disclose the name publicly at this stage, our client is a fast-growing technology innovator whose platform delivers personalized, tax-intelligent retirement income plans for financial advisors and their clients. Unlike traditional tools that rely on static withdrawal rules and manual adjustments, this company’s AI-powered engine optimizes both long-term income strategies and short-term distributions — giving advisors a smarter, scalable way to help clients retire confidently.

The platform is already deployed at a select group of visionary enterprises, and the company is now ready to expand across the broader wealth management and retirement planning ecosystem. Backed by proven results and cutting-edge technology, they’re well-positioned to capture significant market share — and they need an entrepreneurial sales leader to accelerate that growth.

The Role: Enterprise Sales Leader

As the company’s first dedicated enterprise sales hire, you will play both strategic and hands-on roles — crafting the sales strategy, driving new business, and closing high-value deals with wealth management firms, enterprise platforms, and mid-sized financial institutions.

This is a high-impact, high-visibility role for a sales hunter who thrives in a fast-paced, entrepreneurial environment where both individual performance and strategic leadership matter.

Key Responsibilities

Enterprise Sales Execution

• Own and drive the full-cycle sales process, from prospecting to close, with a focus on complex, consultative sales to large financial institutions.
• Manage RFP/RFI processes, develop tailored proposals, and lead contract negotiations.
• Identify and prioritize target clients, developing outreach strategies to build relationships at the highest levels.
• Lead high-stakes sales conversations with C-suite executives, heads of financial planning, and retirement practice leaders at major wealth management firms.
• Partner with the CEO on select high-profile enterprise deals with top-tier firms managing trillions in assets.

Strategic Sales & GTM Development

• Collaborate closely with the CEO and leadership team to refine messaging, positioning, and enterprise sales strategies.
• Develop scalable sales processes, playbooks, and outreach methodologies to support future sales growth.
• Work cross-functionally with marketing and product teams to ensure messaging resonates with key decision-makers and product capabilities align with market needs.

Industry Engagement & Thought Leadership

• Represent the company at key wealth management and fintech conferences, acting as a trusted advisor to senior industry leaders.
• Participate in webinars, panels, and content creation to build market credibility and establish thought leadership.
• Stay ahead of industry trends to ensure the company remains well-positioned as a leader in retirement income planning innovation.

Ideal Candidate Profile

• 10+ years of enterprise sales experience in the wealth management or financial technology space, with a track record of successfully closing complex, high-value deals with large institutions.
• Experience selling technology solutions into wealth management firms, RIAs, broker-dealers, or retirement platforms.
• Strong consultative selling skills, with the ability to engage senior executives and craft solutions tailored to their business challenges.
• Entrepreneurial mindset — comfortable working in a fast-paced environment where you’re both building strategy and executing deals.
• Proven ability to build and manage a robust sales pipeline, with a focus on long sales cycles and large contract values.
• Exceptional communication and presentation skills, with a consultative, client-first approach.
• Experience in both startup and larger enterprise environments is a plus.

Compensation & Benefits

• Competitive Base Salary – Commensurate with experience and industry standards.
• Uncapped Commission Structure – Significant earnings potential tied to performance, with multi-million dollar deal potential.
• Equity Participation – Be rewarded for your contribution to the company’s long-term success.
• Comprehensive Benefits – Including medical, dental, vision, life insurance, and both short- and long-term disability coverage.
• 401(k) with Company Match – Helping you plan for your own future.
• Generous PTO & Holiday Schedule – Supporting work-life balance.
• High-Impact Leadership Role – Work directly with the CEO and executive team to shape the company’s growth strategy.
• Remote with Flexibility – Candidates should be located within three hours of New York City for periodic in-person meetings, with flexibility to work remotely or from a nearby leased office space.

Why Join?

• Pioneering Technology – Join a company with a proven product already delivering tangible results for financial advisors and their clients.
• Massive Market Opportunity – The retirement income planning market is ripe for innovation, and this company is positioned to lead.
• Founding Sales Leadership Role – Build the sales function, define the go-to-market strategy, and drive growth from the ground up.
• Work Directly with Visionary Leaders – Collaborate with a CEO and leadership team who are deeply respected in the wealth management space.
• Impactful Work – Help financial advisors deliver better retirements for millions of Americans.

Interested?
If you’re an accomplished enterprise sales leader with deep wealth management experience, a consultative sales approach, and the drive to shape strategy while closing deals, we want to hear from you.

This is your chance to make your mark with a pioneering technology company that’s transforming the future of retirement income planning.

Confidential inquiries encouraged.