Job details
Job type full-time
Full job description
Overview:
Folio institutional is a leading provider of trading, custody and brokerage services to registered investment advisors, turnkey asset management programs, broker/dealers, third party administrators and credit unionsThe company is able to leverage the capital, resources and expertise of the folio financial organizationThis includes access to a comprehensive set of products and services, innovative investment tools and reporting, an integrated brokerage and trading platform, and dedicated client service professionals - all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability.
We are looking for an experienced vice president of enterprise sales to join our team covering the bank, trust and credit union channels.
The successful candidate will have an established network/rolodex of c-suite contacts within the fintech, broker/dealer and other traditional/non-traditional enterprises, as well as bank, trust, and credit union channels, and must have a proven track record of successfully selling fintech, clearing and custody solutions to large enterprisesThe candidate must have a demonstrated desire to win new business.
Responsibilities:
Meet/exceed specified asset growth and new client goals
Understand and effectively communicate folio’s value proposition to prospects and centers of influence
Partner with the other folio businesses to help introduce a full line of folio products, services and capabilities to prospects
Manage territory effectively; submit weekly status reports, travel and expense reports timely and accurately
Develop an understanding of the prospects business through profiling and determine if folio products and services can add value to the prospects business
Partner with inside sales, relationship management and implementation teams on lead generation activities and on-boarding of new relationships
Understand and utilize pricing model for profitability
Leverage and partner with internal and external teams
Qualifications:
10+ years of enterprise sales experience in fintech, selling clearing and custody solutions to broker/dealer and other traditional/non-traditional enterprises, as well as bank, trust, and credit union channels
Finra series 7 and 63 securities licenses
Proven ability to manage a long and complex sales cycle
Proven ability to be successful with clients and prospects in face-to-face meetings, phone based relationships and via email
Proven quantifiable results (net flows, assets, revenue) working at a strategic level with credit unions, banks and trust companies
Deep domain expertise in the broker/dealer, other traditional/non-traditional enterprises, as well as bank, trust, and credit unions
Knowledge of folio's competitors, including high level of competitive intelligence about key competitors' product offerings and how the folio offering compares
Strong communicator with outgoing approach to proactively create client interactions
Strong multi-tasking, project management and organizational skills with ability to manage and follow up on a 30-60-90 day activities plan documented and maintained on salesforce crm; accurately and completely track and report on ongoing status throughout the sales cycle
Bachelor’s degree is required, mba preferred
Knowledge of salesforce
