Segment Sales Director, Wealth Management

Job Title 

Segment Sales Director, Wealth Management

Job Description

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.

The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.

The Segment Sales Director (SSD) is responsible for driving revenue growth across the Wealth Management segments of Kaplan Professional’s offers. The SSD will own the sales aspect of the partnership with product and marketing to build, deliver, and help execute product launches, key initiatives, and implementations. Examples of this would be leveraging and leading the collaboration with peers in product and marketing to maximize business results.  

Key Responsibilities

• Create and execute strategic growth plan for B2B and B2B2C sales in collaboration with the Wealth Management marketing, product, and sales teams.  
• Execute strategic initiatives and product launches at the sales team level as outlined by product, marketing, and sales leadership.
• Build and maintain key customer and industry relationships within an aligned segment of focus, to include attending client site meetings and other industry events.
• Deliver on financial objectives, including goal attainment and expense management, and follow the Kaplan Sales Process to maximize growth potential.
• Maintain accurate reporting and sales forecasting with CRM utilization to the EDS Vertical Markets.
• Track the progress of key initiatives and implementations; report results and recommended strategy changes to Sales Leadership.
• Internally impact and direct activity and results through a layered and matrixed organization by working cross-functionally and building internal partnerships with key stakeholders.
• Influence without authority across multiple levels of the sales organization, and work to improve sales organizational understanding of key industry trends, the competitive landscape, and our differentiated depth of solutions within their alignment.
• Ability and willingness to travel between 30-50% of the time. May require air and overnight travel.

 
Minimum Qualifications 

• Bachelor degree or equivalent with a focus in Business, Finance, Accounting, or related field
• 5+ Years' of Sales Experience, Key Account, National Accounts Management, Contracting, and/or Segment Specific Industry Experience
• Experience managing revenues across multiple sales channels in excess of $10M annually.
• Microsoft Office, Google Suite, CRM 
• Financial and business acumen
• Effective and influential written and verbal communication skills
• Strategic orientation

Preferred Qualifications

• MBA preferred
• Any industry specific badges or credentials are a plus.

Beyond base salary, our comprehensive total rewards package includes:

- Remote work provides a flexible work/life balance
- Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
- Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
- Comprehensive health benefits new hire eligibility starts on day 1 of employment
- Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities

We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here.
 

At Kaplan, we believe in attracting, rewarding, and retaining exceptional talent. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on