COMPANY OVERVIEW:

InvestorCOM is a leading provider of compliance technology software for the wealth management industry. We empower financial institutions with innovative solutions that streamline regulatory compliance, improve client engagement, enhance operational efficiency, and drive asset growth. Our suite of SaaS-based solutions helps firms navigate the ever-evolving regulatory landscape with confidence.

QUALIFICATIONS & EXPERIENCE:

• 5+ years of enterprise sales experience, preferably in wealth management, financial services, fintech, or SaaS.
• Proven track record of meeting or exceeding sales targets in a complex, solution-based selling environment.
• Strong understanding of regulatory compliance solutions and wealth management industry trends.
• Exceptional communication, negotiation, and presentation skills.
• Experience working with HubSpot CRM, LinkedIn and other sales automation apps.
• Ability to work independently while collaborating effectively with internal teams.
• Bachelor’s degree in business, finance, or a related field; MBA is a plus.

• Develop and execute a strategic sales plan to achieve and exceed revenue targets.
• Identify and engage potential enterprise clients within the wealth management, banking, and financial advisory industries.
• Build and maintain strong relationships with key decision-makers, including C-suite executives, compliance officers, and technology leaders.
• Conduct in-depth discovery meetings to understand client needs and position InvestorCOM’s solutions effectively.
• Lead the end-to-end sales process, including prospecting, presenting, negotiating, and closing deals.
• Collaborate with marketing, product, and customer success teams to ensure seamless onboarding and client satisfaction.
• Stay informed about industry trends, regulatory changes, and competitive offerings to position InvestorCOM as a thought leader.
• Represent InvestorCOM at industry events, conferences, and networking opportunities.