Wealth.com - Enterprise Sales Manager
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Requirements
• Proven Enterprise Track Record: A minimum of 5 years of enterprise level sales experience, preferably within the fintech or wealth management space, with a documented history of achieving elite results. • Proven Enterprise Track Record: • Deep Industry Network: An established and active book of contacts within major wealth management firms, broker dealers, and financial institutions is essential for success in this role. • Deep Industry Network: • Entrepreneurial Discipline: A self starter who thrives in high energy environments and is capable of executing complex field plans and territory strategies independently. • Entrepreneurial Discipline: • Exceptional Communication: Elite level negotiation and organizational skills are required to manage the intricacies of enterprise contracts and institutional procurement processes. • Exceptional Communication: • Education: Bachelor’s degree or equivalent relevant work experience. • Education:
Responsibilities
• Strategic Revenue Generation: Own the full sales lifecycle for institutional and enterprise prospects, driving net new revenue through a consultative and sophisticated sales approach. • Strategic Revenue Generation: • Network Led Pipeline Development: Independently identify and prospect new customers by leveraging your own professional network and established contacts within the wealth management and financial services sectors. • Network Led Pipeline Development: • Field Presence and Industry Leadership: Maintain a high profile presence at national industry trade shows and networking events to build brand authority and generate a consistent pipeline of enterprise opportunities. • Field Presence and Industry Leadership: • Complex Sales Execution: Deliver elite level demonstrations and presentations that address the specific operational needs of enterprise tier clients, emphasizing our superior AI and integrated estate planning technology. • Complex Sales Execution: • Multichannel Relationship Management: Navigate complex organizational structures to identify key stakeholders and economic buyers, building long term partnerships that go beyond a traditional vendor relationship. • Multichannel Relationship Management: • Collaborative Strategy: Partner with internal leadership and product teams to align outbound strategies with market demand and emerging industry trends. • Collaborative Strategy:
Benefits
• On Target Earnings (OTE) $230K – $270K • Offers Equity • Title: Enterprise Sales ManagerLocation: Remote, USA • Title • Location • Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. • Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. • Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year. • Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. • 100% company-paid basic life insurance, short-term and long-term disability insurance. • 100% paid parental leave upon eligibility. • Company equity managed through Carta. • 401k with match and 100% vesting upon hire. • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
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