55ip Enterprise Sales Professional - Executive Director

Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management.

We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.

Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.

Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P.

Morgan, we've experienced breakthrough growth over the last year.

Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip.

Job summary:

As an Enterprise Sales Professional - Executive Director on the 55ip Enterprise sales team you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform.

You will be a team player who brings energy, creativity, and a collaborative spirit to help grow our firm and positively impact the advisors we serve.

This growth-oriented role is expected to make a meaningful contribution to the continued success of 55ip.

Job responsibilities:


* Source new leads and cultivate opportunities within wealth management channels, including Broker-Dealers, Wire houses, custodians, and Turnkey Asset Management Programs (TAMPS) by building relationships with key decision-makers


* Partner with National Accounts functions across strategic partners, including JPM, to create shared opportunities and drive mutual success.


* Identify additional opportunities within existing enterprise relationships


* Drive the sales process from initial contact through contract negotiations to close


* Collaborate with product consulting, technology, and operations teams to identify prospect-specific scope and pricing


* Coordinate with project management, implementation, and relationship management teams to ensure successful rollouts


* Work with product and marketing teams on market research to identify and develop target prospects and competitive intelligence

Required qualifications, skills and capabilities:


* Minimum of 10 years of experience, preferably selling to wealth management platforms


* Previous experience as a sales engineer, national accounts, or related position is a plus


* Ability to drive sales across multiple channels


* Demonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rollouts


* Strong understanding of tech stack and workflow at the enterprise and advisor level


* Understanding of tax management, tax overlay, and direct indexing


* Trusted, senior contact at key firms within our target market (e.g., BDs, RIAs, Wires, and TAMPs)

Preferred qualifications, skills and capabilities:


* Successfully sold wealth/financial technology and investment solutions across the wealth management landscape (Asset Managers, Broker-Deal...