Business Development Executive, DriveWealth
$160-180k
More information about location
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$160-180k
More information about location
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- 7+ years of experience in B2B enterprise sales in Financial Services/Fintech/Investment Banking/Brokerage industries are preferred
- Understanding of brokerage financial services and investing products
- Highly organized, efficient, and detail-oriented working in a structured environment
- Superior verbal and written communication skills with the ability to meet, present and sell to C-level executives
- Self-starter who can work independently but collaboratively with cross-functional teams
- Ability to travel internationally in the region to prospect or partner meetings
- Experience with CRM and Sales tools (Salesforce, ZoomInfo, D&B Hoover, LinkedIn)
- Excellent PowerPoint and Excel skills
- A data-driven mindset to conduct research and make informed decisions
- Series 7 preferred
What the job involves
- Lead business development efforts, communicate, and serve as the primary calling officer for Ideal Customer Profile partners
- Manage prospect and partner communications and follow-ups throughout the business development life cycle
- Lead and conduct business development meetings with C-level Executives at prospective partners through identifying partner needs, sharing market research, and communicating DriveWealth's value proposition
- Negotiate agreements, terms, and conditions with partners to find mutually beneficial terms
- Travel internationally to conduct business development meetings with prospective partners
- Attend strategically selected industry conferences/events
- We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform
- Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street
- We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do
- We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together
- We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to support the growing demand for accessible and efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional share trading, giving retail investors access to the US markets and offering innovative stock reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. And is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Colgate Center, Jersey City, NJ
Leadership
Robert S. Cortright
(Founder)Co-founded FX Solutions (acquired by Francisco Partners) in 2001 and served as CEo for 9 years. They also co-founded En-to-End Technology Projects in 2008.
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