Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.
August 23, 2024
Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.
β’ Develop and implement a comprehensive sales strategy to expand Addition Wealthβs customer base and strengthen our market presence within the financial services industry. β’ Continuously analyze market trends, competitor activities, and customer needs to identify growth opportunities and inform strategic decisions. β’ Lead the creation and execution of a go-to-market strategy focused on acquiring and retaining enterprise clients, with a particular emphasis on the largest financial institutions. β’ Identify and develop strategic partnerships that enhance our product offering and expand our market reach, positioning Addition Wealth as a leader in the industry. β’ Establish and refine a structured, scalable sales process that ensures consistent revenue growth and effective pipeline management. β’ Build and nurture strong relationships with key decision-makers, navigating complex negotiations to drive long-term value. β’ As we grow, lead the recruitment, development, and management of a high-performing sales team, while collaborating closely with marketing, product, and customer success teams to align sales efforts with broader company objectives.
β’ 10+ years of experience in enterprise sales, particularly in the fintech or financial services industry, with a proven track record of selling complex solutions to large enterprise clients. β’ Demonstrated ability to develop and implement strategic sales plans that drive growth and capture market opportunities. β’ Deep understanding of the financial services landscape, including market dynamics, customer needs, and competitive pressures. β’ Experience in identifying, negotiating, and managing strategic partnerships that contribute to business growth. β’ Proven ability to design and implement a structured and scalable sales process that delivers results. β’ Expertise in building and managing relationships with C-level executives and key stakeholders within large organizations. β’ Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence key stakeholders.
β’ Competitive salary β’ 401(k) & Employer Match β’ Work from anywhere β’ Health insurance & wellness benefits β’ Equity compensation β’ Generous parental leave β’ Unlimited vacation β’ Company offsites β’ Unlimited access to financial professionals
Apply NowAugust 20, 2024
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