JOIN THE STRONGEST WEALTH TECH TEAM IN THE INDUSTRY

APPLY TO BE A PART OF OUR GROWING TEAM

VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client's current investment portfolio with where it could be if they transitioned to a new wealth management organization. This immediate transparency allows financial advisors, wealth managers and anyone with brokerage and custodial statements to instantly extract data and quantify what a change means to them. Through VRGL's "5 Pillars," a financial advisor can quickly help a prospective client identify the advantage of a switch. No more steak dinners and golf outings over years to develop a relationship, go straight to the heart of why they are talking to you. Value Add.

SR ENTERPRISE SALES EXECUTIVE 

BUSINESS DEVELOPMENT 

VRGL is building out a world class team and is looking to scale our sales efforts with this role.

Responsibilities

  • Experience leading large, complex, enterprise deals for initial call through contract execution
  • Generating new business through prospecting and closing outbound opportunities
  • Development of a strategic sales plan to cover the named accounts effectively and efficiently within the assigned territory
  • Manage lead qualification and conversion from large financial firms
  • Aggressively prospect and generate new relationships within named accounts
  • Some travel, as required, to prospects, customers or marketing events within territory (~25% travel)

Position Requirements

  • 7-10 years of experience in software sales or financial services
  • Experience selling SaaS products into the wealth management or the finance industry
  • Proven record of achieving quotas
  • Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
  • Strong interpersonal and presentation skills
  • Exceptional verbal and written communication skills
  • Ability to work in a fast paced, team environment
  • Bachelor's Degree highly preferred

VRGL is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind:

VRGL does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service or other non-merit factor.