Top Senior Level Fintech Sales Jobs in Boston, MA

The Sales Enablement Operations Manager supports Home Loans by executing enablement programs, managing events, and facilitating marketing initiatives for loan officers. Responsibilities include project management, enhancing sales efficiency, and onboarding new staff while ensuring compliance with regulations.

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).

Manage and mentor the Sales Engineering team, develop processes and technology enhancements, support Account Executives, and drive sales strategies to meet client needs.

The Director of Strategic Partnerships will drive growth through strategic alliances with IBDs and custodians, managing the full partnership lifecycle and collaborating across teams to optimize engagement and achieve business goals.

Lead and grow a portfolio of channel partners within the Banking vertical by developing joint GTM plans, co-selling with partners and sales teams, managing pipeline and KPIs, building executive relationships, representing Alloy at industry events, and driving revenue, product adoption, and partner satisfaction.

Drive new business growth across financial institutions, managing enterprise sales cycles, building relationships with decision-makers, and representing Addition Wealth at industry events.

The Strategic Account Executive will drive enterprise sales, manage a dynamic sales pipeline, engage with C-level executives, and negotiate multi-year contracts in the Insurance and Wealth sector.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.

Lead strategic client relationships for investment management asset servicing clients, driving revenue growth, retention, and new business. Advise senior stakeholders, develop relationship strategies, manage client lifecycle and pipelines, coordinate cross-functional teams, and ensure solutions align with client priorities while operating within risk and compliance guidelines.

The Wealth Management Sales Manager leads financial advisors, focusing on advisor development, client experience, and asset retention while driving sales growth in a fiduciary environment.