Strategic Sales Manager– West Coast Territory, Advisor Custody

About the Role

The sales team at Betterment is passionate about delivering tailored solutions that meet the unique needs of clients, while expanding the company's market presence. This role will collaborate closely with cross-functional teams, including product, marketing, and customer success, to ensure a seamless experience for clients and prospects.

Betterment is a leading, technology-driven financial services company that offers investing, savings, and retirement solutions for retail investors and investment advisors. The company is headquartered in NYC but offers a remote work arrangement for this role, providing the opportunity to work from anywhere on the West Coast.

What You Will Do

• Identify and pursue new sales opportunities with RIAs, financial advisors, and other wealth management firms within the West Coast region
• Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions' custody solutions
• Develop and execute a sales strategy that aligns with company goals, market demands, and client needs, ensuring consistent performance in meeting or exceeding revenue targets
• Proactively manage your sales pipeline, identifying and prioritizing key opportunities within the West Coast territory, while managing time effectively across a wide geographic region
• Work closely with the product, marketing, and customer success teams to ensure a seamless experience for clients and prospects, from first contact through onboarding
• Stay current on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West Coast
• Provide regular updates on sales activities, including pipeline updates, revenue forecasts, and competitive intelligence, to senior leadership
• Utilize Salesforce and Excel to manage sales data, track performance, and analyze market trends
• Collaborate with internal stakeholders to develop and implement sales enablement tools and strategies

What We Are Looking For

• 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors
• Demonstrated success in driving revenue growth and building relationships with RIAs and financial advisory firms
• Deep understanding of the advisor custody landscape, including regulatory requirements, operational challenges, and competitive offerings
• Excellent verbal and written communication skills, with the ability to present complex solutions in a clear and compelling manner
• Strong interpersonal skills and ability to build lasting relationships with clients and internal stakeholders
• Proficiency in Salesforce and Excel, with experience in sales data management and analysis
• Strong time management and organizational skills, with the ability to work effectively in a remote environment
• Bachelor's degree in Business, Finance, or a related field

Nice to Have

• Experience working with fintech solutions or asset management platforms
• Knowledge of RIA platforms, custodians, or related sectors
• Certification in financial services, such as CFP or CFA
• Experience working in a remote sales environment, with a proven track record of success

Benefits and Perks

• Competitive salary and commission structure
• Equity package, with opportunities for long-term growth and wealth creation
• Health, dental, and vision benefits, with a flexible PTO policy
• 401(k) offering with employer match, and a range of other benefits and perks
• Opportunity to work with a leading, technology-driven financial services company
• Collaborative and dynamic work environment, with a passionate team of professionals
• Professional development opportunities, with training and support for ongoing growth and success

• Develop a strong understanding of the advisor custody space, including regulatory requirements and operational challenges, to stand out as a candidate.
• Showcase your experience with Salesforce and Excel, and be prepared to provide examples of how you have utilized these tools in previous sales roles.
• Highlight your ability to build lasting relationships with clients and internal stakeholders, and demonstrate your expertise in presenting complex solutions in a clear and compelling manner.
• Be prepared to discuss your sales strategy and approach, including how you identify and prioritize key opportunities, and how you manage your sales pipeline.
• Research the company's products and services, and be prepared to discuss how you can contribute to the company's mission and goals.
• Consider reaching out to current or former employees to gain insight into the company culture and sales team dynamics.