Enterprise Sales Manager

Wealth

. Build and sustain a healthy enterprise pipeline through prospecting and relationship development .

Posted 11/3/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $250,000 - $270,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the full sales lifecycle for enterprise clients, with a strong focus on relationship development, negotiation, and achieving sales quotas. Proven ability to navigate complex organizations and execute strategic go-to-market plans in the technology sector.

Highest-signal resume keywords

Enterprise Sales ExperienceComplex Solution SellingStakeholder ManagementNegotiation SkillsSaaS Relationship Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Lifecycle ManagementQuota AchievementTechnology SalesPipeline ManagementField Planning

Soft Skills

Relationship DevelopmentOrganizational SkillsSelf-Directed Ownership

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

FintechWealth ManagementEnterprise OrganizationsSaaSSoftware Solutions

About the role

Key responsibilities & impact

Build and sustain a healthy enterprise pipeline through prospecting and relationship development
Own the full sales lifecycle for enterprise RIA prospects and drive net new revenue
Partner with Business Development to source and advance opportunities
Partner with Enterprise Account Management to drive customer adoption and expansion
Navigate complex organizations to align economic buyers, champions, and influencers
Build brand authority and generate enterprise pipeline through partner meetings and national industry events
Deliver demonstrations and presentations addressing enterprise clients' operational needs
Partner with leadership, Business Development, and product teams to align go-to-market strategy with market demand and industry trends

Requirements

What you’ll need

Minimum of 5 years selling complex, high value solutions to enterprise buyers
Documented record of achieving and exceeding quota across long cycle deals
Deep experience selling technology into enterprise organizations
Active network of relationships from the SaaS or software world
Ability to manage multiple stakeholders across complex organizations from first meeting through procurement and close
Self-directed ownership of pipeline and results
Ability to execute complex field and territory plans with rigor
Elite-level negotiation and organizational skills
Bachelor's degree or equivalent relevant work experience
Willingness to travel exceeding 50 percent of the time
Fintech or wealth management exposure is nice to have
Eligible to work in the U.S.; must address current or future sponsorship needs

Benefits

Comp & perks

Excellent medical, dental, and vision insurance options
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
Paid holidays, including birthday time off
Free estate planning for life