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Based in New York, New York; Betterment is an automated investing service. An award winning company, Betterment won the 2014 Disruptor 50 and was a Webby award
Strategic Sales Manager – Advisor Custody
Location
California
Posted
107 days ago
Salary
$110K - $130K / year
Seniority
Senior
Job Description
Strategic Sales Manager – Advisor Custody
Betterment
• Identify and pursue new sales opportunities with RIAs and financial advisors • Cultivate and maintain long-term relationships with clients • Develop and execute a sales strategy aligning with company goals • Proactively manage your sales pipeline • Work closely with product, marketing, and customer success teams • Stay current on trends and regulatory changes in advisor custody • Provide regular updates on sales activities to senior leadership
Job Requirements
- 5+ years of sales experience in the financial services industry
- Strong background in advisor custody or related sectors
- Proven track record in driving revenue growth
- Deep understanding of the advisor custody landscape
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Self-motivated and able to work independently
- Comfortable using CRM software and presentation tools
Benefits
- Competitive equity package
- Health, dental, and vision benefits
- 401(k) offering with employer match
- Flexible PTO policy
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