The opportunity
As the leader of our Enterprise Asset & Wealth Management sales organization, you will build and lead a team that brings transformational AI to the world's leading asset managers, wealth managers, and private markets firms. These are organizations rethinking how they generate…
What you'll do
Define AWM go-to-market strategy and coverage design, including segmentation: across asset managers, alternatives managers, and wealth platforms, territories, account prioritization, and vertical value propositions, and evolve the coverage model as the business scales
Recruit, coach, and retain Enterprise Account Executives with deep asset and: wealth management and platform-selling expertise; develop leadership talent and create career paths that keep top performers growing
Codify the use cases, proof points, reference stories, and sales motions that: make wins repeatable across AWM, such as investment research and idea generation, portfolio and client reporting, RFP and due diligence automation, advisor productivity and client personalization, and compliance and supervision workflows, partnering with Marketing, Enablement, and partner teams to scale them
Engage personally with C-level and business-line executives (CEOs, CIOs,: COOs, Chief Data and AI Officers, Heads of Distribution, and Heads of Wealth) on priority pursuits, building business cases and value narratives and navigating complex procurement, security, model-risk, and legal processes through to production deployment and expansion
Own the organization's revenue targets and operating rhythm, instilling: pipeline-generation discipline and running forecasting, deal inspection, and account planning cadences that make performance predictable and coachable across a high-volume book of business
Partner closely with Applied AI, Solutions Architecture, and Product to: design solutions, prove value quickly, and translate AWM needs, including fiduciary, books-and-records, and client-data requirements, into product and roadmap input
What they're looking for
- Experience leading other sales leaders (second-line management), or: demonstrated readiness to step into that scope
- Experience building or meaningfully scaling a verticalized or multi-segment sales organization
- Experience bringing generative AI or LLM-based products, or other emerging: platform technologies, to large asset managers, wealth managers, or private markets firms
- Familiarity with AWM use cases and buyers, such as investment research and: portfolio analytics, client reporting and RFP automation, advisor and relationship-manager productivity, and fund operations and servicing
- Deep familiarity with regulated-industry selling in AWM, including fiduciary: and suitability obligations, SEC and FINRA expectations on supervision and books and records, model-risk management, client-data privacy, security review, and the governance expectations of financial institutions
- Experience selling with and through cloud and ecosystem partners such as AWS,: Google Cloud, and global systems integrators, as well as the data, analytics, and portfolio-technology vendors embedded in AWM firms
- Familiarity with consumption: or usage-based commercial models and value-based pricing conversations
- Experience leading organizations through rapid growth, re-segmentation, or significant change
