Sales Executive, Financial Services

Job Summary

A company is looking for a Sales Executive (Mid-Market, Financial Services).

Key Responsibilities

• Drive growth and development of the mid-market bank and asset management partnership network in North America
• Create new deals and manage the partnerships funnel from origination to close
• Perform technology platform demos to key decision makers at financial institutions

Required Qualifications

• 3+ years' industry experience in Asset Management, Fund Administration, or related financial services
• 2+ years' sales experience in financial services
• Strong understanding of financial services roles such as AM, Fund Admin, and Custodianship
• Ability to perform high-standard technology platform demos
• Entrepreneurial mindset with the ability to build new processes and manage multiple workstreams