Opportunity
We are looking for a proven enterprise technology sales professional specializing in WealthTech, specifically Managed Account Technology.  SMArtX is a modern managed account technology platform for Asset Managers, TAMPs, Corporate RIAs, Large IBDs, Custodians, as well as other FinTech providers.  SMArtX is the best in class modern managed account technology,  API First, Cloud Native, and Microservices Architecture.    

Position Requirements

• The capability of understanding customer pain points and/or requirements and correlating SMArtX potential value proposition for the customer
• Strong and professional communication skills -- written, verbal, presentation
• Aptitude to manage numerous requests and time demands concurrently while achieving production goals from assigned territory or set of accounts
• Promotes a strong sense of urgency for reaching goals and key deliverables. Acts without being told what to do. Brings new ideas to the company
• Contributes fully to the team effort and plays an integral part in the smooth running of teams without necessarily taking the lead
• Drive, Grit, Team Oriented: strong desire to compete and win
• Bachelor’s degree is strongly preferred, high school diploma or equivalent required

Responsibilities

• Matinain CRM and provide weekly sales progress reports.
• Identify target enterprise clients leveraging your industry knowledge
• Identify key players, research and obtain business requirements, and present solutions to begin the sales cycle
• Win and onboard new enterprise business aligned to the corporate strategy
• Learn the technology and the teams supporting the technology and services.and coordinate resources for sales and onboarding
• Become a subject matter expert on the SMArtX product offerings
• Profile strategic accounts identifying key individuals, researching and obtaining business requirements, and presenting solutions to start the sales cycle
• Understand the key differences across SMArtX, InvesctCloud APL, Vestmark, Envestnet, and Orion

SMArtX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. If you want to work in a professional atmosphere with other dynamic individuals, submit your resume today.