We are seeking a highly motivated and experienced Senior Vice President, Business Development for AIM (Advyzon Investment Management) with a proven track record in new business acquisition and enterprise sales. This individual will play a critical role in driving growth by identifying, engaging, and closing net-new client relationships.
The ideal candidate is a strategic, results-driven sales leader with strong prospecting, relationship-building, and deal execution skills, and deep experience within wealth and investment management.
Key Responsibilities
- Drive net-new business growth by identifying, prospecting, and closing new client relationships for AIM products and services.
- Develop and execute a strategic sales plan to target new logos within the wealth and investment management ecosystem.
- Build and maintain a robust pipeline of qualified opportunities through proactive outreach, networking, and industry engagement.
- Lead the full sales cycle from initial outreach through contract negotiation and close.
- Establish and cultivate relationships with senior executives and key decision-makers at prospective firms.
- Partner with marketing, product, and leadership teams to refine messaging, positioning, and go-to-market strategies.
- Collaborate with internal stakeholders to ensure smooth onboarding and transition of new clients post-sale.
- Represent AIM at industry conferences, events, and client meetings to build brand awareness and generate leads.
- Track sales performance, pipeline activity, and revenue forecasts, providing regular updates to leadership.
- Identify market trends, competitive dynamics, and new opportunities to inform business strategy.
Skills/Qualifications:
- Bachelor’s degree in Business, Finance, or a related field; MBA or relevant certification preferred.
- 10+ years of experience in business development, enterprise sales, or new client acquisition roles.
- 10+ years of financial services experience, including wealth management, asset management, or fintech.
- Proven track record of consistently exceeding sales targets and closing complex, high-value deals.
- Demonstrated success in a “hunter” role, building pipelines and winning net-new business.
- Strong executive presence with excellent communication, negotiation, and presentation skills.
- Ability to develop and execute strategic sales plans in a fast-paced, growth-oriented environment.
- Deep understanding of the RIA, wealth management, or investment management landscape.
- Highly self-motivated, goal-oriented, and driven to achieve results.
- Experience with CRM and sales enablement tools.
