Regional VP, Sales

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $900 billion advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.

Your Role: 
RedBlack is looking for a Director Level Sales Executive. RedBlack provides a sophisticated Rebalancing and Order Management solution to Registered Investment Advisors, Trust Companies, Banks, Wealth Managers, and Asset Managers. The RedBlack Sales Executive will be responsible for prospecting, promoting and leading all initial sales contacts with all prospect target firms within a defined sales territory. The Sales Executive will be expected to meet or exceed their annual quota, and candidates will be considered based on past industry experience and performance. As the lead initial contact with a target firm, the Sales Director will be expected to represent and demonstrate key RedBlack solutions in a professional manner. A key goal of this position is to win and close new business for RedBlack Software which will lead to increased RedBlack firm revenue. The Sales Executive will be expected to travel at least 25% of the time and be able to represent RedBlack at industry conferences and functions.

What you will be responsible for: 

• In-depth knowledge of RedBlack’s flagship solution Rebalance Express
• Penetrate new accounts and develop new business within assigned sales territory
• Drive all facets of the sales process from the initial prospecting stage to contract signature
• Sell to C-Level across business, operations and technology using a consultative solution sales approach
• Ability to meet or exceed annual quota as set by the RedBlack Head of Sales
• Work closely with the Pre-Sales team to prepare for sales meetings
• Network with industry colleagues to create new key partners for RedBlack
• Manage all facets of the RFI or RFP process and coordinate all activities of an RFI or RFP from receipt of the RFI or RFP to delivery
• Create strategic account plans and coordinate with all functional areas within the client and RedBlack to successfully identify and drive sales activities and ensure customer success. (only if this person is to manage existing relationships).
• Plan, prepare and deliver targeted sales presentations based on the industry prospect type the prospect meeting is with e.g. an RIA, Private Bank, Trust or Custodian firm.
• Recognize industry trends to understand not only current client needs but also future client needs for prospecting purposes
• Work and communicate in a professional manner with RedBlack clients and team members

Experience you bring: 

• Bachelors Degree in Business/Finance 
• 2-5 years as a Sales Executive
• Strong selling skills with a history of exceeding quota requirements
• Knowledge and experience in the Wealth Management
• Industry, or experience selling rebalance, trading and or financial planning software a plus
• Effective planning, time management and organizational skills
• Willingness to travel to sales territory and key conferences RedBlack attends on an annual basis
• Strong selling skills with a history of exceeding quota requirements
• Strong detail-orientation and problem-solving skills
• Excellent written communication skills
• Excellent presentation skills

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

All Invesco employees are subject to Invesco’s COVID-19 VACCINATION POLICY FOR EMPLOYEES, which provides that employees must be fully vaccinated against COVID-19. An exemption may be granted based on a medical contraindication or sincerely held religious belief. Fully vaccinated means that an individual has received all recommended doses of a COVID-19 vaccine that has received Emergency Use Authorization or full approval from the U.S. Food and Drug Administration (FDA) and that it has been at least two weeks since the final recommended dose.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.