About d1g1t
d1g1t is the industry's first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management
firms with a whole new set of capabilities they've never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world's banks, institutional asset managers, hedge funds and regulators.
As a Senior Sales Executive you will drive revenue by exceeding quota by generating new leads, as well as identifying, progressing, and closing opportunities. As a Senior Sales Executive you will be managing consultative sales cycles with our strategic financial services clients. We are looking for a proven consultative sales executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and execute strategies that transform the Advisor/Client
experience with the world's leading wealth management firms. This role works in across functional environment with Marketing, Pre-sales, Program Management, Financial Engineering and Product to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world class team. The Senior Sales Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts. Note:
This position is welcoming candidates from Canada.
Responsibilities
- Sales Execution: Generate pipeline through effective prospecting. Negotiate pricing and manage contract discussions to close the sale within assigned approvals. Achieve annual sales quotas, focused on securing recent clients.
- Account Management: Work with the account management group to maintain a relationship with acquired clients to mine for referrals and potential future expansion.
- Relationship Building: Book and lead new business meetings, both in person and on the phone, with executives, senior-level managers, and decision-makers. Uncover key business drivers and business issues of the Prospect to partner with them to address their needs and close the sale.
- Solution Selling: Leverage in-depth knowledge of our products and services to educate potential clients on the benefits of our solutions, delivering tailored sales presentations and product demonstrations.
- Proposal Management: Manage RFP/RFI responses and proposal generation working with Product and Pre-Sales resources
- Market Insights: Stay informed about industry trends, competitive landscape, and regulatory changes affecting the financial services sector to position our offerings effectively.
- Cross-functional Collaboration: Work closely with Product, Marketing,
and Program Management teams to ensure alignment in client acquisition and retention efforts.
- Sales Reporting & Forecasting: Maintain accurate sales forecasting, pipeline management, and reporting on progress and opportunities to leadership.
Competencies:
The successful candidate will also have the following competencies:
- Technical Execution: Highly proficient in their functional area, works confidently to balance short term needs against long term strategy, proactive problem solver, persists when faced with ambiguity or uncertainty, analytical, pays attention to the details, and delivers tasks and designs effective solutions to functional area problems.
- Ownership: Demonstrates ownership of moderate problem spaces, and repeatedly achieving successful outcomes for those problems. Takes responsibility for the quality of their work. Fixes problems or errors.
- Communication: Proactively communicates progress to their team, attempts to unblock themselves. Able to identify and communicate problems and investigate causes, and potential solutions. Proactively documents existing and new features, processes, or projects. Able to explain technical concepts to peers.
- Leadership: Helps grow the functional area by participating in the hiring process, giving effective feedback during debriefs. Works confidently with other functional areas to help them understand the work the team is doing.
- Emotional Intelligence: Exhibits self awareness of how they impact their team and other stakeholders they work with. Able to recognize their areas of improvement, identify their strengths, and see their own limitations.
- Business Acumen: Entrepreneurial mindset, helps to shape functional area goals
📌 Sr. Director, Sales (Toronto)
🏢 d1g1t
📍 Toronto