Advyzon · 3 days ago
Senior Vice President of Sales - Advyzon Investment Management
United States
Full-time
Remote
Mid, Senior Level
5+ years expAdvyzon is seeking a Senior Vice President of Sales to join their growing team. This role involves marketing and selling Advyzon Investment Management’s solutions to the advisor community, developing relationships, and uncovering new opportunities to help the company grow.
AdviceFinancial ServicesImpact Investing
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
Qualification
Required
At least five years of sales experience in the financial technology, investment industry and/or TAMP space
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
Bachelor's degree strongly preferred
Working knowledge of the financial technology industry
Preferred
MBA, CFP/CFA
Company
Advyzon
Advyzon is a cloud-based platform that offers management and customizable performance reporting for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Samantha Schwimmer
Chief Marketing Officer
Recent News
2024-10-22
Company data provided by crunchbase