Advyzon

Senior Vice President of Sales - Advyzon Investment Management

Remote - Full Time

We’re seeking a SVP to join our growing team! This person will be responsible for marketing and selling Advyzon Investment Management’s (AIM) solutions to the advisor community. The chosen candidate will develop strong relationships, uncover new opportunities, cross-sell current clients and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel (10%) and will cover all firms east of the Mississippi.

Primary Responsibilities

  • Sell – First and Foremost.
  • Effectively build and manage sales pipeline.
  • Identify and uncover new opportunities.
  • Assist with creating marketing content for outbound marketing campaigns.
  • Build a network of industry partners or centers of influence.
  • Attend regional or national conferences as needed.
  • Track and manage all leads and opportunities within our CRM.
  • Work closely with the relationship management, support and development teams to ensure a great experience for our users.

Skills/Qualifications

  • Candidates should have at least five years of sales experience in the financial technology, investment industry and/or TAMP space (preferred).
  • Proven track record of exceeding annual revenue or sales goals.
  • Excellent verbal and written communication abilities.
  • The ability to deliver professional presentations.
  • Strong organizational skills.
  • Ability to work remotely.

Requirements

  • Bachelor’s degree strongly preferred; MBA, CFP/CFA a plus.
  • Working knowledge of the financial technology industry.
Position is Fully Remote
 
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