Kaplan · 10 hours ago
Segment Sales Director, Wealth Management
United States
Full-time
Remote
Lead/Staff, Director/Executive
$65K/yr - $162K/yr
5+ years expKaplan is a global company focused on education and technology, seeking a Segment Sales Director for Wealth Management. The role involves driving revenue growth, executing strategic initiatives, and building key customer relationships within the Wealth Management segments.
Corporate TrainingEdTechEducationTest and MeasurementTraining
Responsibilities
Create and execute strategic growth plan for B2B and B2B2C sales in collaboration with the Wealth Management marketing, product, and sales teams
Execute strategic initiatives and product launches at the sales team level as outlined by product, marketing, and sales leadership
Build and maintain key customer and industry relationships within an aligned segment of focus, to include attending client site meetings and other industry events
Deliver on financial objectives, including goal attainment and expense management, and follow the Kaplan Sales Process to maximize growth potential
Maintain accurate reporting and sales forecasting with CRM utilization to the EDS Vertical Markets
Track the progress of key initiatives and implementations; report results and recommended strategy changes to Sales Leadership
Internally impact and direct activity and results through a layered and matrixed organization by working cross-functionally and building internal partnerships with key stakeholders
Influence without authority across multiple levels of the sales organization, and work to improve sales organizational understanding of key industry trends, the competitive landscape, and our differentiated depth of solutions within their alignment
Ability and willingness to travel between 30-50% of the time. May require air and overnight travel
Qualification
Required
Bachelor degree or equivalent with a focus in Business, Finance, Accounting, or related field
5+ Years' of Sales Experience, Key Account, National Accounts Management, Contracting, and/or Segment Specific Industry Experience
Experience managing revenues across multiple sales channels in excess of $10M annually
Microsoft Office, Google Suite, CRM
Financial and business acumen
Effective and influential written and verbal communication skills
Strategic orientation
Ability and willingness to travel between 30-50% of the time. May require air and overnight travel
Preferred
MBA preferred
Any industry specific badges or credentials are a plus
Benefits
Remote work provides a flexible work/life balance
Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
Comprehensive health benefits new hire eligibility starts on day 1 of employment
Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
Company
Kaplan
Kaplan is a provider of educational services. It is a sub-organization of Graham Holdings.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Andy Rosen
Chairman and CEO
Jerry Dervin, CPA
CHIEF FINANCIAL OFFICER
Recent News
2025-12-02
Company data provided by crunchbase