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-makersPartner with National Accounts functions across strategic partners, including JPM, to create shared opportunities and drive mutual success.Identify additional opportunities within existing enterprise relationshipsDrive the sales process from initial contact through contract negotiations to closeCollaborate with product consulting, technology, and operations teams to identify prospect-specific scope and pricingCoordinate with project management, implementation, and relationship management teams to ensure successful rolloutsWork 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 platformsPrevious experience as a sales engineer, national accounts, or related position is a plusAbility to drive sales across multiple channelsDemonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rolloutsStrong understanding of tech stack and workflow at the enterprise and advisor levelUnderstanding of tax management, tax overlay, and direct indexingTrusted, 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 solutionsExposure 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 plusAbility to thrive in a highly demanding, entrepreneurial environmentKey contacts at asset managers, model providers, and strategists are a plus