Product Management – Transformation Analyst
Bank of America
SVP, Director of Product and Enterprise Sales
BetaNXT
full-time
Posted on:
Location Type: Office
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 per year
Job Level
Lead
About the role
- Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector
- Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission
- Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients
- Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries
- Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects
- Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities
- Prepare and deliver compelling sales presentations and proposals to prospective clients
- Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives
- Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management
- Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed
- Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive
- Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales
- Develop training a coaching sessions and tools to ensure continuous improvement and knowledge growth across the Sales Team
Requirements
- Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus).
- Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus
- 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets.
- Experience in a private equity owned or managed business is preferred
- Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success
- In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services
- Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key
- Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities
- Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making
- Willingness to travel as needed to meet clients and attend industry events.
Benefits
- We offer a competitive compensation package commensurate with experience including full benefits offering and PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategiessales managementmarket researchcompetitor analysisfinancial technology productspayment solutionsblockchainbanking softwaredigital financial servicesdata-driven decision-making
Soft skills
leadershipcoachingmentoringcommunicationnegotiationpresentation skillsanalytical mindsetrelationship buildingteam performance managementadaptability
Certifications
Bachelor's degreeMBAFINRA Series examsSIFMA Institute credentials
