55ip Enterprise Sales Professional - Executive Director

Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip.

Job summary:

As an Enterprise Sales Professional - Executive Director on the 55ip Enterprise sales team you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform. You will be a team player who brings energy, creativity, and a collaborative spirit to help grow our firm and positively impact the advisors we serve. This growth-oriented role is expected to make a meaningful contribution to the continued success of 55ip.

Job responsibilities:

• Source new leads and cultivate opportunities within wealth management channels, including Broker-Dealers, Wire houses, custodians, and Turnkey Asset Management Programs (TAMPS) by building relationships with key decision-makers
• Partner with National Accounts functions across strategic partners, including JPM, to create shared opportunities and drive mutual success.
• Identify additional opportunities within existing enterprise relationships
• Drive the sales process from initial contact through contract negotiations to close
• Collaborate with product consulting, technology, and operations teams to identify prospect-specific scope and pricing
• Coordinate with project management, implementation, and relationship management teams to ensure successful rollouts
• Work with product and marketing teams on market research to identify and develop target prospects and competitive intelligence

Required qualifications, skills and capabilities: 

• Minimum of 10 years of experience, preferably selling to wealth management platforms
• Previous experience as a sales engineer, national accounts, or related position is a plus
• Ability to drive sales across multiple channels
• Demonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rollouts
• Strong understanding of tech stack and workflow at the enterprise and advisor level
• Understanding of tax management, tax overlay, and direct indexing
• Trusted, senior contact at key firms within our target market (e.g., BDs, RIAs, Wires, and TAMPs)

Preferred qualifications, skills and capabilities:

• Successfully sold wealth/financial technology and investment solutions across the wealth management landscape (Asset Managers, Broker-Dealers, Platforms/TAMPs, RIA Aggregators).
• Deep knowledge of the wealth management marketplace, including trends and technology, as well as practice and portfolio management solutions
• Exposure to or experience working directly with products/capabilities that integrate into advisors' technical/operational workflows.
• Strong familiarity with investment products and services, model portfolios, tax management, and/or knowledge of ETFs is a plus
• Ability to thrive in a highly demanding, entrepreneurial environment
• Key contacts at asset managers, model providers, and strategists are a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee need