United States onlyWho 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 outourcareers site.
Whatwill the Senior Sales Executive do:
The Senior Sales Executive will own sales and business relationships for our North American portfolio.The Senior Sales Executivewill provideorigination, strategic advisory and support to facilitate FNZ successfully agreeing terms to delivery and services contracts with customers in North America.This individual will support theHead of Sales andChiefExecutive Officer of North America with strategic business development.Looking for this Senior Sales Executive toleverageown 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 roleis responsible fororiginating, shaping, negotiating, and closing complex, multi‑year platform and services agreementswith banks, insurers, asset managers, and wealth managers.
This individualoperatesat C‑suite level, acting as a senior commercial advisor to clients and as a strategic partner to FNZ’s executive leadership.
Additionalresponsibilities include but not limited to:
Negotiation and business development.
Steering, vendor etc committees and governance in Japan
To provide any other business support and advice as requested by FNZ from time to time
SupporttheNorth America Head of Sales and CEOof North Americainthe process of closureofnew salesby contributing to the sales process.
Ensure customer satisfaction with the solution jointly with CEOandHead of Salesof North America.
To be part of and support the steering, vendor etc committee as agreed.
Proactively suggest adaptations of the FNZ offering to tailor it to theNorth American market.
What we are looking for:
At least10 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:
Experienceselling complex front to back solutions including custody andclearing 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.Whereyou’lltransform the way over20 million peopleinvest, 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’sevolutionand rapidly drive your career development by working on real projects that directlyimpactour 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.
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.
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