Who we are:
FNZ Group is a leader in providing technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with the entire industry to make wealth management accessible to more people.
FNZ Trust Company, a joint venture with State Street, provides leading-edge financial and technology services to U.S. wealth managers, including the fastest growing wealth segment; registered investment advisors (RIA’s). Our business combines the benefits of unparalleled global custody with FNZ’s premiere wealth platform.
To learn more about us and our journey, check out our careers site.
What will the Senior Sales Executive do:
The Senior Sales Executive will own sales and business relationships for our North American portfolio. The Senior Sales Executive will provide origination, strategic advisory and support to facilitate FNZ successfully agreeing terms to delivery and services contracts with customers in North America. This individual will support the Head of Sales and Chief Executive Officer of North America with strategic business development. Looking for this Senior Sales Executive to leverage own network and experience to strengthen the FNZ brand and position. The Senior Sales Executive owns FNZ’s largest and most strategic sales opportunities in North America. The role is responsible for originating, shaping, negotiating, and closing complex, multi‑year platform and services agreements with banks, insurers, asset managers, and wealth managers.
This individual operates at C‑suite level, acting as a senior commercial advisor to clients and as a strategic partner to FNZ’s executive leadership.
Additional responsibilities include but not limited to:
Negotiation and business development.
Steering, vendor etc committees and governance in Japan
Supporting FNZ in all respects to finalise agreement(s) between our current and future clients and FNZ for the wealth management platform and services;
To provide any other business support and advice as requested by FNZ from time to time
Support the North America Head of Sales and CEO of North America in the process of closure of new sales by contributing to the sales process.
Ensure customer satisfaction with the solution jointly with CEO and Head of Sales of North America.
To be part of and support the steering, vendor etc committee as agreed.
Liaise with FNZ colleagues to enhance client presentations and increase FNZ’s understanding of the North American market.
Proactively suggest adaptations of the FNZ offering to tailor it to the North American market.
What we are looking for:
At least 10 years of sales experience
Experience in a sales environment within financial services, wealth or asset management, dealer broker, and/or custodians
Knowledge of IRA, Trust, Brokerage
What are nice-to-haves:
Experience selling complex front to back solutions including custody and clearing in the back and portfolio management and rebalancing in the front office
Licenses
What we offer:
A competitive base salary, uncapped commission plan, and paid time off.
Health insurance such as medical, dental, and vision.
Fulfilling mentor and leadership opportunities.
A positive work environment with a sense of purpose to share knowledge and skills amongst other colleagues.
We are mission-led work at the heart of a purpose-led organization, where you can be proud of the impact you make, where you can be proud of the impact you make every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable, and transparent to more people.
Rapid career growth - encouraged to take on responsibility, play a part in the company’s evolution and rapidly drive your career development by working on real projects that directly impact our clients and their customers.
Market leading technology - Build, create, and evolve innovative solutions for the world’s most trusted brands using the latest technologies to help change the face of investing for the future
Learning & development – Emphasizing a willingness to learn, think differently, be creative, and help drive innovation.
#LI-RR1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
FNZ Group Boston, Massachusetts, USA Office
1776 Heritage Drive , , N. Quincy, MA, Boston, MA , United States, 02171
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