VP National Sales- Financial Services - AcquireUp

VP National Sales

Who We Are:

AcquireUp Marketing is an innovative marketing services company formed through the recent merger of Touchfuse and White Glove, following an investment from RockBridge Growth Equity. We specialize in partnering with financial professionals to attract, connect, and engage with qualified prospects. Leveraging our best-in-class digital and direct mail marketing strategies, AcquireUp helps advisor clients grow their customer base efficiently and effectively. Joining AcquireUp means being part of a dynamic team dedicated to transforming the financial marketing landscape and driving measurable success for our clients.

Who You Are:

We are seeking a responsible and detail-oriented individual to develop a high-performing sales team to achieve strong sales results across RIAs, Wirehouses, Independent Broker Dealers, Banks and FMO’s. The ideal candidate will have a strong background in sales leadership, and a proven track record of delivering results.

This role also requires partnership with our Head of Customer Success, Sales Operations Manager and other department heads to deliver high quality customer experience. This candidate knows how to partner effectively with business development teams (key accounts) to achieve firm specific and organizational goals.

This position requires a strategic sales professional with extensive experience in B2B sales, and capable of navigating between big picture thinking and micro-level execution. The work environment is typically fast paced, and the team leader is often moving from one task to another, answering questions, training team members, analyzing calls, conducting reviews, removing barriers to productivity, and acting as a voice of encouragement.

How You’ll Contribute:

• Proven track record of achieving or exceeding sales targets, KPI’s, OKR’s
• Attract, retain, manage, and develop a team of Enterprise Sales, Internal Sales and SDRs to ensure focus and execution of sales department goals and objectives.
• Increase sales of AcquireUp’s offerings across RIAs, Wirehouses and Independent Broker Dealers.
• Build a strong rapport with financial professionals and Centers of Influence at our Client and prospect firms.
• Use qualitative and quantitative skills to analyze performance of sales team to recognize top performers and address shortfalls to ensure teams are on track to meet expectations
• Provide senior sales leadership with market intelligence, including sales trends, product demands, competitor intel and recommend solutions to address findings.
• Manage department spend to help budget and achieve ROI objectives, incentives and training.
• Excellent communication skills with a proven ability to influence cross-functional teams in a fast-paced environment and align stakeholders.
• Ensure AcquireUp’s products and capabilities are being sold in accordance with the stated objectives.
• Ensure compliance with firm and industry standards and regulations.
• Identify and remove barriers to productivity for the sales teams
• Proactively identify bottlenecks and provide solutions to create repeatable, scalable processes across the sales pipeline
• Identify ways to accelerate movement through the sales cycle.

What You’ll Need:

• Bachelor’s degree in business administration, Sales, Marketing, or a related field; or equivalent experience
• 5+ years of previous experience successfully selling across multiple financial channels
• 5+ years of sales management experience
• The candidate will be expected to travel 50%+ of the time, residing in Tampa or Metro Detroit is a plus
• Proven history of leadership, strong grasp of financial services, market dynamics and financial product distribution.
• Excellent presentation and communication skills are required.
• Must have a proven track record of sales success.
• Creative problem solver with an innovative, growth-oriented attitude.
• Ability to coach and be coached, possess strong organizational skills and process driven.
• Team oriented with a strong desire to help team members succeed.

The Fine Print:

Compensation:

· $110,000 - $150,000 annually based on experience plus bonus incentive plan

Benefits:

· 401(k) matching

· Health insurance

· Dental insurance

· Life insurance

· Paid time off

· Vision insurance