Job Description

Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $900 billion advised across our platforms.

The Department

The objective of this team is to represent the Digital Wealth product suite to prospects through in-person demos or remotely, effectively presenting Digital Wealth s differentiation and value proposition.

Your Role

As the Regional VP, Sales you will be responsible for penetrating new accounts and develop new business within assigned sales territory. You will also be instrumental in driving all facets of the sales process from the initial prospecting stage to contract signature.

You will be responsible for:

* Meet annual and quarterly pipeline development goals, activity goals, new sales contracts and revenue targets set by the organization from time to time
* Sell to C-Level across business, operations and technology using a consultative solution sales approach
* Responsible for account planning, opportunity development and revenue growth from a designated set of accounts and regions as communicated by Management, in close coordination with Client Services, Finance and other functions.
* Develop strategic relationships across the client organizations and connect critical experts/executives from Digital Wealth with the right relationships across the client organization to improve value for Digital Wealth and client.
* Support adherence to Digital Wealths systematic and scalable sales process from qualification through to closing, including territory planning and management using sales tools and systems as applicable
* Enter and update new business opportunities, pipeline and contribution in Salesforce system
* Support sales enablement tasks that may be assigned such as researching database, preparing industry and competitor analysis, and supporting development of demos as requested by Sales Management

The experience you bring:

* A Bachelors Degree is required.
* 6 to 8 years of experience selling Fintech / SaaS to financial industry
* Strong technical knowledge of Digital Wealths product offering and competitive products for digital advice, TAMP and Portfolio Management
* Strong selling skills with a history of exceeding quota requirements
* Experience with and understanding of the RIA/IBD channel
* Ability to make client and industry presentations
* Proven ability to close complex sales
* Ability to influence and persuade others, bridge differences and build consensus towards a common goal or objective is critical
* Strong interpersonal and presentation skills
* Technically savvy with strength in communicating business value
* Collaborates externally across client organizations and builds trusting relationships.
* Communicates effectively and respectfully.
* Promotes innovation and continuous improvement.

Why you should join the team:

Our people are the very core of our success. We offer competitive and performance-driven compensation that rewards your contributions to our clients success.

* Competitive compensation
* Health and wellness benefits
* Retirement planning
* ESPP
* Income protection
* Life insurance
* Parental leave
* Work-life programs
* Flexible work arrangements
* Study support
* Career development
* Challenging Work
* Bright Colleagues

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Our Commitment to Diversity and Inclusion:

Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in todays evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. No job applicant or employee will be discriminated against because of race, religion, color, sex, sexual orientation, gender, sexual/gender identity, age, disability, pregnancy, national origin, military or veteran status, or any other characteristic protected by applicable law.