Sales EVP at Odyssey Transfer and Trust Company

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Aug, 26

Salary

0.0

Posted On

02 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Capital Markets, Direct Sales, Lead Generation, Market Research, CRM Management, Strategic Planning, Data Analysis, Client Relationship Management, Sales Presentations, Office 365, Adobe Acrobat, Problem Solving, Communication Skills, Organization Skills, Analytical Skills, Go To Market Strategy

Industry

Financial Services

Description

At Odyssey Transfer and Trust Company, we’re reimagining the infrastructure that powers modern markets. As a tech-forward transfer agent and trust company, we’re not just supporting how companies grow, we’re helping shape what’s possible. Our platforms, processes, and people are modernizing an industry where accuracy, speed, and expertise truly matter. We help issuers manage and engage their shareholders with confidence, ensuring their most important relationships and transactions run seamlessly. Whether managing dividend payments for a mature corporation or facilitating corporate events, such as annual meetings, we provide tailored solutions that make business simple, fast, and easy for issuers and their shareholders. With a reputation built on precision, responsiveness, and a deep commitment to client success, Odyssey is trusted by organizations across North America to deliver service that keeps their business moving. About Our Team Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals: * We Build: “Outside the Box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team. * We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action. * We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package. * We Do the Right Thing: We’re dependable, trustworthy, and proud of our professional standards. Primary Responsibilities and Attitude As the Sales EVP, you are someone who loves to build, takes initiative, and enjoys working in a fast-paced environment. You possess the ability to collaborate and build strong relationships, both internally and externally, but you aren’t afraid to get your hands dirty in the technical aspects of the business. You will own a territory and be responsible for revenue growth through the acquisition of new clients and expansion of existing clients and partner relationships. Growth: * Own your territory by clearly defining significant opportunities and executing your strategy to drive business growth. * Identify new business opportunities and potential clients through market research, networking, and other lead generation activities, specifically with law firms. * Client outreach and direct sales activity * Maintain up-to-date knowledge of industry trends, competitor activities, and market conditions to inform sales strategies and tactics. * Build and maintain key customer relationships and develop and implement strategies for expanding the company's customer base. * Develop and deliver sales presentations and proposals. * Maintain accurate forecasts for your territory, using data analysis to identify opportunities to improve your sales process and recommend changes to the broader organization. * Collaborate in creating short-and long-term strategic plans Skills and Experience * 8-10 years’ experience, preferably focused in capital markets, law firm, or consulting * Strong sales experience with proven success * Robust law firm network * Strong analytical and organization skills * Experience executing a go to market strategy, including running a CRM. * Exceptional problem-solving skills and high attention to detail * Advanced communication skills (written and oral) * Advanced proficiency with Office 365 (Excel, Word, PowerPoint) and Adobe Acrobat Why Join Odyssey * Competitive base salary plus performance-based commission * Comprehensive benefits including extended health, dental life insurance, and 401K matching, employee assistance program (EAP), and health care spending account * Paid time off including competitive vacation time, birthday off, and an additional “bonus” day * Entrepreneurial, collaborative culture that rewards initiative and impact

Responsibilities

The Sales EVP is responsible for driving revenue growth through the acquisition of new clients and the expansion of existing partner relationships within a specific territory. This includes identifying opportunities via law firm networks, delivering sales proposals, and collaborating on long-term strategic plans.