Strategic Sales Manager– West Coast Territory, Advisor Custody

Betterment at Work

West Coast, US
Target ote between $190,000 - $220,000; variable c...
Remote
5+ years sales experience in financial services
Proven track record with rias and advisory firms
Deep knowledge of advisor custody landscape
Betterment at Work is seeking a Strategic Sales Manager for the West Coast territory to drive growth in the advisor custody space by building relationships with RIAs and financial advisory firms. The ideal candidate will have over five years of relevant sales experience, strong communication skills, and a deep understanding of the advisor custody landscape

Job Summary

  • The role is critical in driving growth within the advisor custody space by identifying, engaging, and closing new business with RIAs and financial advisory firms.
  • Candidates will develop and execute a sales strategy that aligns with company goals while managing time effectively across the West Coast territory.
  • The company offers a competitive equity package, health benefits, and a flexible PTO policy as part of a total compensation package including variable commission bonuses.

Matching Summary

Match Score: 85

Betterment at Work is seeking a Strategic Sales Manager for the West Coast territory to drive growth in the advisor custody space by building relationships with RIAs and financial advisory firms. The ideal candidate will have over five years of relevant sales experience, strong communication skills, and a deep understanding of the advisor custody landscape.

Salary

Target OTE between $190,000 - $220,000; Variable compensation through commission bonus; Competitive equity package included

Skills & Requirements

Must-have

  • 5+ years sales experience in financial services
  • Proven track record with RIAs and advisory firms
  • Deep knowledge of advisor custody landscape

Nice-to-have

  • Experience working with West Coast wealth management firms
  • Familiarity with Betterment Advisor Solutions platform
  • Bachelor's degree in Business or Finance

Key Requirements

  • 5+ years of sales experience in financial services
  • Strong background in advisor custody or RIA platforms
  • Excellent verbal and written communication skills

Work Rights

Not specified

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