Enterprise Sales Manager

📋 Description

• • As an Enterprise Sales Manager at Wealth.com Inc., you will drive significant growth opportunities within the institutional and large-scale financial advisory market, leveraging your established network to secure major client commitments and expand the company’s footprint in estate planning technology.
• • Your day-to-day responsibilities include owning the full sales lifecycle for enterprise prospects, identifying and prospecting new clients through your professional network, maintaining a high-profile presence at industry events, delivering elite demonstrations to stakeholders, navigating complex organizational structures to identify economic buyers, and collaborating with internal teams to align sales strategies with market trends.
• • Wealth.com Inc. is the industry’s leading estate planning platform, trusted by over 1,000 wealth management firms and recognized for innovation with awards including Top Estate Planning Technology at the 2025 WealthManagement.com Industry Awards and #1 market share in the 2025 Kitces AdvisorTech Study. The company fosters a collaborative, supportive environment and is certified as a Great Place to Work for 2025.
• • In this role, you will refine your enterprise sales expertise, deepen your influence in the wealth management sector, develop advanced consultative selling techniques, and contribute directly to the company’s market leadership and revenue growth while building long-term strategic partnerships with major financial institutions.