About Smartria
Smartria® is the leading compliance software solution provider for financial advisors. With strong brand recognition, an established reputation, and strategic partnerships with premier wealth advisory service providers, we’re positioned at the forefront of the industry. Our high-performing team is dedicated to delivering exceptional outcomes for our stakeholders. As we continue to grow, we’re seeking talented professionals to join our mission.
Position Overview
We’re seeking an experienced sales professional to drive new business development in the RIA (Registered Investment Advisor) and IBD (Independent Broker-Dealer) markets. The ideal candidate brings deep industry knowledge, established relationships, and a proven track record of closing enterprise deals in the wealth management space.
Key Responsibilities
- Identify and pursue new business opportunities within the wealth advisory market through strategic prospecting and networking
- Develop and maintain relationships with key decision-makers at RIAs, IBDs, and potential partner organizations
- Conduct compelling product demonstrations and presentations that effectively communicate our compliance solutions’ value proposition
- Execute the full sales cycle from prospect identification through closing
- Maintain detailed pipeline management and activity tracking in our CRM system
- Represent Smartria at industry conferences and events
- Collaborate with the Chief Revenue Officer and cross-functional teams to refine sales strategies and ensure client success
Required Qualifications
- 3-5 years of successful sales experience in the RIA and IBD industry
- Comprehensive understanding of wealth advisory operations and technology infrastructure
- Established network of industry contacts and decision-makers
- Demonstrated proficiency with CRM systems and pipeline management
- Excellence in relationship building and consultative selling
- Strong presentation and communication skills
- Ability to work independently in a remote environment
- Willingness to travel for conferences and key client meetings (approximately 15-20%)
Preferred Qualifications
- Experience in wealth management compliance technology
- Track record of exceeding sales targets in B2B software sales
- Knowledge of regulatory requirements affecting RIAs and IBDs
Compensation & Benefits
- Competitive base salary plus uncapped commission structure
- Comprehensive health insurance coverage
- Retirement plan
- Flexible paid time off policy
- Paid holidays
- Professional development opportunities
- Remote work flexibility
Work Environment
Our fully remote work environment empowers you to work from your preferred location while staying connected with our collaborative team. We utilize modern tools and technologies to ensure seamless communication and productivity.
About Our Growth
As a rapidly expanding leader in the compliance technology sector, we offer significant opportunities for career advancement and professional development. Join us in shaping the future of wealth management compliance.
Apply Today!
Qualified candidates passionate about transforming the wealth advisory compliance landscape are encouraged to submit their resume and a brief introduction highlighting relevant industry experience and achievements.
*Smartria is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.*
