Head of Sales - Wirehouses and Strategic Accounts

October 8

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Description

• Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. • By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. • A key reason behind our position as the #1 estate planning platform is our team. • Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. • As the Head of Sales for Wirehouse and Strategic Accounts, you will play a pivotal role in our rapidly growing organization. • You will leverage your deep experience in the industry to develop and execute strategies that penetrate key market segments. • You will acquire new customer accounts by fostering strong, trusting relationships with wirehouse executives and financial advisors.

Requirements

• 8-10 years of experience selling into large wirehouses or financial services firms. • Proven track record of success in sales leadership roles within the wealth management or financial services industry. • Strong understanding of wirehouse operations and the estate planning landscape. • Experience managing long and complex sales cycles, with a demonstrated ability to develop and implement effective sales strategies. • Exceptional communication and interpersonal skills, capable of influencing and engaging stakeholders at all levels. • Entrepreneurial mindset with a results-oriented approach and the ability to adapt to changing market conditions. • Bachelor’s degree in business, finance, or a related field; advanced degree preferred.

Benefits

• Competitive Salary. • Fully remote, flexible work environment. We do however meet together in person several times a year. • Full medical and dental benefits. • Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Paid Parental Leave. • Company equity managed through Carta. • 401k with Match and 100% vesting upon hire. • Free estate planning!