Executive Director of Asset 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 to lead business development efforts in private markets and with portfolio companies. The successful candidate will be responsible for promoting lead generation activities, working with client's business and technology executives to provide tailored solutions, and developing trusted advisor relationships. This role requires a minimum of 8 years of experience in technology and digital transformation, with a focus on consultative enterprise technology platform sales. The ideal candidate will have fluency in private markets and their value creation activities, and a proven track record of success in driving organic growth and acquiring new clients.Applicants should possess strong executive presence, articulate presentation skills, and the ability to work collaboratively in a team selling process. The role involves managing the end-to-end go-to-market cycle, including pipeline management, forecasting, and driving the acceptance and onboarding of the company's platform. The Executive Director will also be expected to work closely with key technology and SI partners, as well as cross-functionally within the company to deliver demonstrations, proposals, and pitches. A background in consulting, digital products, or a similar field with significant exposure to enterprise technology sales is essential. The candidate must be adept at building relationships with senior executives and translating complex client needs into implementable solutions.

Hiring Manager Title
Head of Financial Services

Travel Percent
Less than 10%

Functions

• Finance
• Non-Profit Management