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Vice President of Business Development & Sales

Confidential

Vice President of Business Development & Sales

About the Company

Expanding provider of investment management, research & trading services

Industry
Financial Services

Type
Public Company

Founded
1792

Employees
10,001+

Categories

  • Financial Services
  • Investment Management
  • Consulting & Professional Services
  • B2B
  • Asset Management
  • Boston
  • Finance
  • Insurance
  • Publicly Traded
  • Angel Investment
  • Banking

Specialties

  • investment management
  • custodian
  • etf
  • financial products
  • fund accounting
  • relationship management
  • research
  • trading
  • and investment servicing

Business Classifications

  • B2B

About the Role

The Company is seeking a Vice President of Business Development and Sales to join their dynamic team. The successful candidate will be at the forefront of driving and executing innovative global revenue growth strategies, with a focus on delivering differentiated, scalable solutions to ultra-high-net-worth clients and large enterprise wealth management firms. This role demands a passionate individual with a proven track record in enterprise sales, particularly within the wealth management and financial services technology sectors. Responsibilities include supporting the global revenue strategy, driving new business opportunities, managing the full sales cycle, and maintaining strong client engagement. The role also requires the ability to shape and execute sales strategies, expand client relationships, and demonstrate product and platform expertise. Applicants for the Vice President of Business Development and Sales position at the company should have a Bachelor's degree (advanced degree preferred) and at least 7 years' of enterprise sales experience in relevant industries. The ideal candidate will have a deep understanding of the wealth landscape, including the commercial, operational, and regulatory priorities of wealth managers, registered investment advisors, and private banks. Key skills and qualifications include a strong sales leadership background, exceptional commercial acumen, proficiency in CRM platforms (Salesforce preferred), and the ability to manage complex, long-cycle sales processes. The role requires a results-oriented, innovative, and forward-thinking individual with the ability to anticipate market trends and adapt strategies accordingly. The candidate should also possess outstanding communication skills, superb business judgment, and the ability to foster cross-functional collaboration.

Hiring Manager Title
Chief Revenue Officer

Functions

  • Business Development
  • Sales/Revenue
Confidential
Vacancy posted 3 days ago
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