Senior Sales Manager
Vaco Charlotte
Senior Sales Manager
Location: Pittsburgh, PA
Employment Type: Full-Time
Our client is seeking a Senior Sales Manager to drive strategic revenue growth across the financial services sector. This role will lead enterprise technology sales efforts, build senior-level client relationships, and close complex opportunities with large financial institutions and wealth-management-focused organizations.
Position Overview
The Senior Sales Manager will develop and expand relationships with banks, wealth management firms, RIAs, broker-dealers, asset managers, insurance companies, and other financial services organizations. The successful candidate is a consultative enterprise sales leader with a demonstrated record of selling complex B2B technology solutions, managing extended sales cycles, and engaging executive decision-makers.
This individual must understand the unique needs of the financial services and wealth management markets, including B2B and B2B2C technology business models where solutions ultimately support financial advisors, financial professionals, and end customers.
Key Responsibilities
- Develop and execute a strategic sales plan to grow enterprise accounts within the financial services market.
- Identify, qualify, develop, and close new business opportunities with large financial institutions and wealth management organizations.
- Build and maintain trusted relationships with C-suite leaders, business executives, technology leaders, and other key stakeholders.
- Lead complex enterprise sales cycles from prospecting and discovery through solution development, contract negotiation, and close.
- Understand client business objectives, operational challenges, and technology priorities; position solutions that create measurable business outcomes.
- Drive strategic account growth through expansion opportunities, cross-selling, renewals, and long-term client retention.
- Collaborate with product, marketing, implementation, customer success, and leadership teams to deliver tailored enterprise solutions and exceptional client experiences.
- Maintain a disciplined sales pipeline, accurate forecasts, account plans, and opportunity documentation.
- Consistently achieve or exceed established revenue, pipeline, and growth targets.
- Represent the organization at financial services industry conferences, executive briefings, client meetings, and networking events.
- Stay informed on financial services market trends, wealth management technology, competitive activity, and evolving customer needs.
Required Qualifications
- 10+ years of enterprise B2B technology sales experience.
- Demonstrated success selling enterprise technology, software, SaaS, fintech, data, analytics, or related technology solutions into financial services organizations.
- Broad financial services sales experience, including exposure to banks, wealth management firms, broker-dealers, RIAs, asset managers, insurance companies, or similar institutions.
- Experience with B2B and B2B2C business models, particularly solutions supporting advisors, financial professionals, business clients, or end consumers.
- Proven ability to develop executive-level relationships and influence stakeholders across business and technology functions.
- Experience navigating complex enterprise buying processes, multiple decision-makers, procurement requirements, and long sales cycles.
- Strong consultative selling, discovery, presentation, negotiation, and closing skills.
- History of consistently meeting or exceeding sales quotas and driving strategic account growth.
- Excellent written, verbal, and executive communication skills.
- Ability to work effectively in a cross-functional environment and translate client needs into compelling technology solutions.
Desired Qualifications
- Direct financial services industry experience.
- Experience selling to large enterprises, including Fortune 1000 financial institutions.
- Enterprise SaaS, fintech, financial data, analytics, or digital transformation sales experience.
- Knowledge of wealth management platforms, advisor technology, digital engagement, or financial services technology ecosystems.
- Experience selling into or working with wealth management organizations, broker-dealers, RIAs, asset managers, or banking institutions.
- Experience partnering with product, implementation, marketing, and customer success teams to deliver solutions for complex enterprise environments.
- Existing network of relationships within the financial services, wealth management, or fintech communities.
Core Competencies
- Enterprise Sales Leadership
- Financial Services Expertise
- Wealth Management Industry Knowledge
- Strategic Account Development
- Executive Relationship Management
- Consultative Selling
- Complex Deal Negotiation
- Business Development
- B2B and B2B2C Sales Strategy
- Revenue Growth and Forecasting
- Cross-Functional Collaboration
- Executive Presence
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation NoticeBy submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Privacy NoticeVaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.
Pay Transparency NoticeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
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