Sales Executive Adhesion Technologies

Adhesion Wealth Advisor Solutions., headquartered in Charlotte, NC, has been
delivering innovative financial services solutions since 1999. Completely accessible from
the internet, the WealthADV Platform is an innovative practice management solution for
independent registered investment advisors (RIAs) comprising: i) outsourced portfolio
accounting and back office services; ii) distinctive client communication and reporting
services; and iii) a powerful platform for in-house UMAs with overlay portfolio
management - utilizing both proprietary investment strategies and those of third party
managers. RIAs looking for a competitive edge through enhanced alpha, improved firm
profitability, state of the market client reporting, and a platform for scalable growth are
finding WealthADV a compelling solution.
Position:
Adhesion is looking for experienced, entrepreneurial, self-starting and motivated outside sales
executives to sell the WealthADV Platform and its full suite of companion investment support
options into the Independent Registered Investment Advisory (RIA) market. The candidate must
demonstrate the ability to capture and command the attention of investment advisors in the
lifecycle of the relationship and be competent, energetic, enthused and genuinely engaged in the
sales process and the mission of Adhesion.
The position requires some travel (20), and will likely require that the representative operate
out of the office when not traveling, subject to geographical factors should a strong candidate be
considered in a location where Adhesion does not maintain an office.
KEY RESPONSIBILITIES:
Professionally represent the full compliment of WealthADV managed services in a pre
defined territory or market division determined by the SVP of Sales
Actively introduce advisors to the WealthADV Platform and determine the appropriate
set of options for that firm highlighting the managed investing and overlay portfolio
management capabilities of the platform
Deliver recurring revenue from closing contracts with advisors and continuously selling
into those advisors as additional features become appropriate for each advisor
KEY ACTIVITIES:
Develop a large pipeline of viable advisor candidates through coordinated prospecting
with the SVP of Sales and through active networking in the industry
Maintain the pipeline of opportunities and client profile through active updates to the
sales tracking system
Actively demonstrate the WealthADV Platforms capabilities of advisor facing
dashboard tools for conducting business and performance reporting
Attend sales conferences and other company sponsored sales events as requested
Make in-person sales calls as the situation dictates
CORE SKILLS & COMPETENCIES:
A qualified candidate must have the following key skills and capabilities:
Demonstrated success in communicating and gaining the confidence of key decision
makers in the investment advisory marketplace and have the references to prove it
High level of proficiency in the securities business with an understanding of security
types, separate accounts, Overlay Portfolio Management and model-based investment
management, performance reporting and other general investment advisory matters
Effective territory management skills and the ability to move many advisory firms
simultaneously through a rapid sales process
Ability to communicate and partner effectively with custodians, research providers,
investment strategy product providers and other Adhesion employees and senior
managers in building an effective network to generate business
Executive presence & strong communication (both written and oral) skills to command
attention and authority with prospects and customers
ADDITIONAL REQUIREMENTS:
Seven years minimum experience in financial services sales in the securities business or
related financial services field
Two to Five years minimum sales experience selling to the independent registered
investment advisors, independent broker dealers or related field such as trust, experience
with institutional custody and clearing desirable
Proven ability to provide constructive feedback to sales management and product
management and communicate ideas from the field
Experience with web-based technology solutions and ability to freely demonstrate the
solution unattended
4 Year College Degree, - MBA desired but not required
COMPENSATION:
Competitive salary, commission plan and excellent benefits
Potential equity options

Location:	5935 Carnegie Boulevard Suite 301 Charlotte, NC 28209 United States
Employment Type:	Full Time