As an Enterprise Sales Professional - Executive Director 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-Dealers, Platforms/TAMPs, RIA Aggregators). Deep knowledge of the wealth management marketplace, including trends and technology, as well as practice and portfolio management solutions Exposure to or experience working directly with products/capabilities that integrate into advisors' technical/operational workflows. Strong familiarity with investment products and services, model portfolios, tax management, and/or knowledge of ETFs is a plus Ability to thrive in a highly demanding, entrepreneurial environment Key contacts at asset managers, model providers, and strategists are a plus