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Digital Wealth Sales Executive

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Nest Wealth is seeking a talented and experienced professional to help drive the international expansion of our Nest Wealth Pro platform. As a member of the B2B solutions team, you will directly engage with financial institutions in the UK market to drive the adoption of Nest Wealth’s Digital Wealth Platform Nest Wealth Pro.

Nest Wealth Pro is a global leader in wealth management technology for financial institutions. As the largest provider of digital wealth solutions in Canada and fastest growing B2B platform in North America, Nest Wealth Pro helps financial institutions around the world to enhance efficiencies, increase capacity and drive greater client engagements to position their firm for market leadership.

As our Digital Wealth Sales Executive in the UK, your responsibilities will be to drive financial institution adoption of Nest Wealth’s digital pro platform and to serve as a consultant to firms seeking to digitize their practices. You’ll achieve this through deep, technology-focused engagement with firms and education around Nest Wealth’s capabilities and the larger financial technology landscape.  

You’ll thrive in this role you if you are a driven, independent professional, knowledgeable about industry issues as well as the firms and segments who operate within it and are able to balance the need to provide a value driven sales acumen with technical expertise.  

Your impact:

  • Coordinate with a diverse range of Nest Wealth partners across sales channels to serve as a trusted partner and to create opportunities for digital engagement.
  • Manage a dedicated sales territory, positioning the Nest Wealth Pro platform within high-priority distribution segments and firms.
  • Develop expertise related to modernizing financial institution practices through the adoption of Digital Advice technologies.
  • Demonstrate product expertise as it relates to the capabilities available through Nest Wealth Pro.
  • Build out and service a growing list of firms through a “Digital Segment”, implementing a technology-based, high-quality service model.
  • Exhibit a strong commercial understanding of Nest Wealth’s Digital Solutions along with the broader financial technology landscape.

About you:

  • You bring experience from a top tier asset management, consulting or other financial services firm coupled with a background in technology.
  • You know how to make a visionary sale. You can capture the vision of what Nest Wealth does and inspire sales prospects with a sense of what’s possible. 
  • You have exceptional attention to detail, critical thinking, data analysis, and problem solving capabilities.
  • You exhibit excellent interpersonal skills with a proven ability to excel in client-facing roles.
  • You have the ability to work in a fast paced, metrics-based environment where productive competition helps drive the team toward success.
  • You take initiative and own your work. We move quickly around here, and although we’re a close-knit team, you’ll thrive if you’re self-motivated and able to prioritize a variety of responsibilities on your own.

In addition to joining a fantastic team, we offer:

  • A yearly educational budget for your own professional goals (workshops, courses, conferences, classes, and more). No matter what stage you’re at in your career, there’s always room to level up.
  • Flexible hours. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them.
  • An employee stock option plan. We believe work means more when you have ownership in what we’re building.
  • An environment where you can have a HUGE impact. 

Sales in London,
United Kingdom
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