1. Insight-Driven Sales: Shift from product-centric to solution-centric sales. Understand and address the unique needs of enterprise clients.
2. Engaging Solutions: Present our offerings through interactive, innovative sales experiences.
3. Market Expertise: Tailor strategies for diverse sub-segments (e.g., Independent, Bank Wealth, Insurance, RIA).
4. Best Practices: Optimize pipeline creation, sales presentations, and deal closures.
5. Strategic Thought Leadership: Consult with clients, industry experts, and senior leaders. Shape eMoney's perspective in the fintech and wealth management industry.
6. Collaboration: Work closely with Marketing, senior leadership, and relationship managers.
7. Mentorship: Share expertise with team members.

• Bachelor's degree or equivalent experience
• 10+ years in consultative sales (emphasis on fintech preferred)
• Established relationships with high-level decision makers

• Modern sales and marketing mindset
• Comfort engaging with C-level executives
• Deep understanding of financial services and advisory business models
• Ability to balance business and enterprise needs
• Creative thinking and superior communication skills

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.