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Regional Sales Director Envestnet Asset Management
THIS JOB HAS EXPIRED
DescriptionEnvestnet, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Regional Sales Director
LOCATION: Seattle, WA
The Regional Sales Director will be responsible for generating new business through the acquisition of new accounts with Registered Investment Advisors, Wealth Managers, Retail Broker/Dealers and Wire Houses.
RESPONSIBILITIES:
? Sell Envestnet Tamarac's full suite of products to new customers
? Build and maintain customer relationships as the principal Tamarac field contact
? Meet sales quotas
? Communicate proactively with Advisors via in person visits, phone and email
? Act as consultant to top management within Advisory practices
? Review, critique, and discuss Advisor business practices as they relate to Tamarac solutions
? Communicate daily activities and market conditions to Sales Manager
? Implement and manage territory plan to maximize sales
? Enter and update prospect information and activity in sales automation tools
? Attend Sales department conference calls and meetings
? Complete appropriate sales reporting and forecasting as required
? Maintain a report of existing competitor's products in Advisory Practices
? Maintain communication with Inside Sales team to maximize their efforts
? Spend a significant amount of time in the field, which will likely include overnight trips to secondary markets within the region.
QUALIFICATIONS:
? 2 to 4 years in a field-based territory sales position selling technology solutions to Registered Investment Advisors or Wealth Management practices
? 2+ years building and maintaining a customer account base (Strong references required)
? Advanced knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives
? Proven success in achieving sales quota
? Proven ability to develop new business and secure new customers
? Demonstrated experience with solutions selling and a high aptitude for learning
? Proven ability to build and maintain a field territory plan with proven prospecting skills
? Excellent organizational skills, superior time management strategies and the ability to work with minimal supervision from a remote office
? Demonstrated passion for selling in a fast-paced, challenging position
? Proven ability to make effective individual and group sales presentations
? Proven ability to negotiate sales terms and close sales at the executive level
? Dedicated team player with a desire to assist with team leadership
? Proficiency with MS Office (Word, Excel, PowerPoint), Outlook, and Internet Explorer
? Ability to drive a significant number of hours per week (daylight/dark) and spend up to 4 days per week in the field. The position requires that the individual have a valid driver's license and reliable transportation.
| Location: | Seattle, WA United States |
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THIS JOB HAS EXPIRED
Envestnet Asset Management
Investors: Cross Atlantic Capital PartnersAll Jobs: at Envestnet Asset Management
| Web Site: | www.envestnet.com |
|---|---|
| Headquarters: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
| Industry: | Financial Services |
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