Sales Director

New York City
Private Wealth Systems is seeking a highly motivated and high energy sales director to join our fast growing financial technology company. You will be responsible for building and managing your sales pipeline and meeting stated monthly sales quotas. Come join the best team in financial technology!


    • Current experience selling investment management software or reporting software to family offices, private banks or asset managers
    • 4+ years of experience in client facing role(s) with a proven track record of success
    • Self starter requiring little oversight, team player
    • Excellent client presentation skills, problem solving, communication, organization and time management skills
    • Working knowledge of CRM is a plus
    • Minimum of a Bachelor’s Degree
    • CFA designation is a plus


    • Originate and close new business opportunities with family offices, private banks, wealth advisors, and asset managers
    • Maintain and update CRM system
    • Create and execute strategic sales plan
    • Achieve monthly quotas of qualified opportunities and closed business