Vice President Business Development

Ready to join one of the fastest-growing companies and hottest names in Fintech?
Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences.
Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provide a unified financial picture all in one place, enabling better business decisions and exceptional client experiences.
We would love to talk to you if you’re looking for an opportunity to build a career with a fast-paced, goal-centric company that thrives on collaboration and growth.
Job Description

If you are driven and like working in a fast-paced sales environment, Wealth Access is the right fit for you. Ideal candidates want to work at an organization that is not just another stop on the career path. We are a team-oriented group and want to add members who will be excited about working at a small company, changing the financial services technology industry. We are seeking an experienced

Vice President Business Development

to join our growing sales team.
Supported by an experienced staff of client service and engineering professionals, we seek an individual with a strong proactive drive and experience selling to the bank and wealth management industry. We are experiencing rapid growth and are looking for a key individual to deliver our vision to the financial services space. Come be a part of something great at Wealth Access.
Responsibilities

Act as the primary contact, closer, and all-knowing resource in the enterprise sale of the Wealth Access offering to Commercial Banks.
Conduct outbound prospecting and lead generation activities by phone, email, and social media campaigns.
Qualify sales leads based on the needs of the client and with a partnership mentality.
• Support the identification of sales opportunities with existing clients.
Work in a team environment and work closely with the product, implementation, and client success team to communicate necessary information regarding sales prospects.
Prospect and build a pipeline by traveling; proficient at calling into various levels of an organization, identifying the right opportunities and their appropriateness for entering the pipeline, and handling objections.
Nurture and continue to develop relationships with consultants and industry partners.
Communicate to company leadership on pipeline and potential closed business.
Represent Wealth Access in front of prospects and at market events.
Work with other sales professionals to form a highly effective sales team.
Qualifications

BA/BS in business, finance, economics, or a related concentration
Minimum 5 year’s experience in FinTech sales with strong relationships within the bank channel
Proven history of setting sales goals and objectives and delivering results
Enthusiastic prospector with a willingness to travel
Client and team-oriented attitude
Detail-oriented with excellent execution in structured and unstructured settings
Sales and goal-oriented (individual and team) with excellent customer service skills
Considered a plus: demonstrable experience with Salesforce.com
Base Pay + Commission + Bonus + Equity
PTO
401(k)
Health savings account
Group life & disability insurance
Voluntary life & ADD insurance
Parking
About Wealth Access
Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.

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