Sales Executives, Wealth Management Technology
- Pay
- $70,000 – $90,000 per year
- Location
- Jersey City, NJ · On-site
- Job type
- Full-time
- Level
- Mid-level
- Experience
- 2+ years
- Listed
- 30 days ago
Skills & highlights for this role
- financial advisor sales
- outbound prospecting
- sales pipeline management
- demo and discovery sessions
Also useful
- RIA industry knowledge
- technology sales
About the role
Position to fill: Sales Executives, Wealth Management Technology
Industry Data management and analytics solutions.
Location: NYC
Salary range
US $70-90k base + equity.
About the role
Our client is a growing FinTech startup in the Big Data and Analytics space in New York
City. They provide an innovative cutting edge data management and analytics solution to the Wealth Management space, i.e. an enterprise-grade data platform for financial advisors, financial services firms and technology companies to more intelligently aggregate, manage, and analyze financial portfolio data.
They are looking for additional high-achieving dynamic Sales Reps to break new ground with financial advisors (RIAs and broker-dealers).
Their duties can be described as follows
- Take lead on managing inbound leads and outbound sales for the financial advisor segment (primarily registered investment advisors, financial planners, and sized broker-dealers).
- Lead demos and discovery sessions with target clients.
- Manage customer lifecycle from prospecting to qualification to conversion.
- Become a thought leader and advocate for our technology in the industry, attend conferences, events, etc.
- Systematically track client and prospect interactions, keep structured records of client issues and product feedback to pass on to support and operations teams.
Requirements
-2 -3 years of sales experience in the RIA/financial advisory space.
- Familiarity with the industry landscape, such as categories of technology providers, distinctions across different kinds of financial advisors, etc.
- Experience with outbound sales and/or technology sales to financial advisors a major plus.
- A hunting mindset coupled with a winning personality - we don’t want an over-the-top shark, but we do want someone who hustles.
- Organized, disciplined work style with an attention to detail - deep knowledge of our pipeline and different customers, as well as what is required to move them forward/close them.
- Up to 20% travel; territory mostly in the Greater NYC area.
- Additional Information: Job Status: Full Time
- Share the Profiles to paramesh(at)tammina.com
- Keep the subject line with Job Title and Location
About the Company
Tech Tammina LLC
From TecTammina's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Sales Executives, Wealth Management Technology role at TecTammina, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
All Sales Representative jobs- Sales RepresentativeTexas Car Title & Payday Loan Services, Inc. · Balch Springs, TX · $13.35 – $14.29/hr
- Sales RepresentativeGeorgia Auto Pawn, Inc. · Thomasville, GA · $13.25 – $14.15/hr
- Sales Representative (Buffalo)Vwr · New York City, NY
- Sales Representative - Newark(area), New JerseyRedox · Newark, NJ
- Sales RepresentativeMedical Guardian · Remote (US)
- Sales RepresentativeWisconsin Auto Title Loans, Inc. · Superior, WI · $15.37 – $16.85/hr
Common questions
What is the salary for the Sales Executives, Wealth Management Technology role at TecTammina?
The Sales Executives, Wealth Management Technology posting at TecTammina states compensation of $70,000 – $90,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on TecTammina's official career site.
Where is the Sales Executives, Wealth Management Technology job at TecTammina located?
This Sales Executives, Wealth Management Technology position at TecTammina is located in Jersey City, NJ (On-site). Always check TecTammina's application page for specific state eligibility or relocation policies.
What qualifications are required for Sales Executives, Wealth Management Technology at TecTammina?
For the Sales Executives, Wealth Management Technology role, TecTammina highlights 2+ years of relevant experience; experience with financial advisor sales, outbound prospecting, sales pipeline management, demo and discovery sessions. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Sales Executives, Wealth Management Technology position at TecTammina?
This listing links directly to TecTammina's SmartRecruiters application page. You can apply directly on TecTammina's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the SmartRecruiters application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.