Executive Director, Sales, Asset & Wealth Management

About the Company

Popular no-code enterprise application platform

Industry
Computer Software

Type
Privately Held, VC-backed

Founded
2017

Employees
201-500

Funding
$200 million

Categories

• Information Technology & Services
• Technology
• Enterprise
• Enterprise Applications
• Financial Services
• Insurance
• Productivity Tools
• SaaS
• Software
• FinTech
• Design
• Professional Services
• Fashion
• Textiles

Specialties

• SaaS for Life
• P&C
• Annuities
• and Specialty Insurance
• End-to-end process automation and digitization
• Insurance quoting and applications
• Asset and wealth management account opening
• Underwriting automation
• No-Code
• and Enterprise Software

About the Role

The Company is seeking an Executive Director for Sales in the Asset and Wealth Management sector. The successful candidate will be at the forefront of business development, leading efforts to generate and promote leads, and working closely with clients' business and technology executives to provide tailored solutions using the company's codeless platform. This role requires a deep understanding of strategic and digital transformation within the industry, as well as the ability to fluently engage with both business and technology stakeholders in an agile environment. The Executive Director will be responsible for managing the end-to-end go-to-market cycle, from initial contact to onboarding, and must be adept at building and maintaining trusted advisor relationships with senior leadership.Applicants should have a minimum of 8 years' of experience in technology and digital transformation, with a background in consulting, digital product, or enterprise technology platform sales. A strong executive presence, excellent presentation skills, and a proven track record of developing customer relationships to drive organic growth are essential. The role also demands a collaborative approach to team selling, strong communication skills, and the ability to translate complex client needs into practical solutions. The Executive Director will be expected to champion diversity, equity, and inclusion goals within the team and demonstrate a commitment to these values in all aspects of their work.

Hiring Manager Title
Head of Financial Services

Travel Percent
Less than 10%

Functions

• CEO/President
• Non-Profit Management
• Strategy
• General Management
• Operations