Head of Sales – WealthTech Startup

Are you a proven enterprise sales leader with deep experience selling to banks, credit unions, fintechs, and RIAs? Do you thrive in a fast-paced startup environment and want to be the driving force behind scaling a company’s revenue? If so, we want to talk to you.

About our client:

Our client is the leading autonomous AI-powered financial advisor agent that enables financial institutions to scale wealth advisory services. It automates customer acquisition, financial planning, compliance, and client engagement, allowing fintechs, banks, credit unions, and RIAs to scale rapidly without additional headcount.

As we enter our next growth phase, we are looking for a dynamic Head of Sales to be our first dedicated sales hire and lay the foundation for our go-to-market success.

What You’ll Do:

  • Develop and execute a comprehensive sales strategy to drive revenue growth.

  • Identify, engage, and close deals with banks, credit unions, fintechs, and RIAs.

  • Build and refine the sales process, including pipeline management, forecasting, and deal execution.

  • Work closely with leadership to shape the company’s market positioning and value proposition.

  • Grow and lead a high-performing sales team as the company scales.

Who You Are:

  • 8+ years of enterprise sales experience selling to banks, credit unions, fintechs, and RIAs.

  • Proven track record of successfully closing large, complex deals.

  • Experience in a startup or early-stage company, comfortable building from scratch.

  • A strategic thinker who can balance long-term vision with hands-on execution.

  • Exceptional relationship-building and negotiation skills.

  • Passionate about the intersection of technology and financial services with exposure to AI powered solutions in the banking technology space.

Why Join Us?

  • Be a foundational team member in a rapidly growing WealthTech company.

  • Opportunity to shape the company’s sales strategy and make a direct impact.

  • Competitive compensation, including equity.

  • A dynamic and entrepreneurial environment where innovation is encouraged.

If you’re ready to take on a high-impact role and help scale a disruptive WealthTech company, we’d love to hear from you. Apply now!

Function
Sales
Location
Remote Major City