Sales Director – West Coast | Remote
Our client is a high-growth financial technology company that partners with independent Registered Investment Advisors (RIAs) to help them better serve their clients. Their platform provides access to best-in-class financial products through intuitive, scalable technology and is used by hundreds of advisory firms across the US.
They are hiring a Director of BD to own and grow their presence across the western US. This is a unique opportunity to join as the sole sales representative in the region at a well-backed company with strong product-market fit and ambitious growth plans
The Role
You'll own the full sales cycle — from prospecting and pipeline management through to close and client activation — while also managing and growing relationships within an existing book of business. You'll work cross-functionally with relationship management, marketing, and product teams and represent the company at industry conferences and client meetings across your territory.
What We're Looking For
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8+ years of sales experience in financial services or fintech
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Proven track record selling to or working with independent RIAs
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Series 7 licensed, or willing to obtain within 60 days of joining
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Based in the western US — CA, TX, CO, or AZ (California preferred)
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Self-starter comfortable working with autonomy in a remote environment
