We are SigFig. We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. It takes extraordinary people to disrupt decades of legacy financial services practices to reimagine solutions to serve customers at scale.

We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Through programs with some of the world’s largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, SigFig seeks to help consumers and institutions make better financial decisions.

Headquartered in San Francisco, we also have amazing talent solving interesting problems across our offices in Tucson, Calgary, Singapore, and New Delhi, but also remote employees in any of the following states: Washington, Oregon, California, Arizona, Illinois, Nebraska, Massachusetts, North Carolina, Maryland, Nevada, New York, Texas, Pennsylvania, Virginia.

The Team -- Enterprise Sales

The Enterprise Sales team resides within SigFig’s Strategic Partnerships group. Enterprise Sales is responsible for signing new enterprise partnerships across SigFig’s Discover, Digital Wealth, and Engage product lines. This team is comprised of people who enjoy leading conversations on digital transformation and vision selling in a new categories of FinTech software. This team is newly formed and will forge the next chapter of SigFig’s growth. Success is measured by our ability to sign new partnerships.

The Opportunity -- Enterprise Account Executive - Wealth Management

As an Enterprise Account Executive - Wealth Management, you will be responsible for finding and developing new relationships with top financial institutions focused on top-of-funnel sales of SigFig’s digital wealth management programs. You will be responsible for executing the strategy to acquire new partnerships in specific verticals of the business. You will build a pipeline of prospective partners, lead initial sales meetings and pitches, and help define the partner strategy that incorporates our digital wealth offerings. The ability to articulate a comprehensive digital wealth value proposition is critical along with understanding the impact of technology on traditional banks, brokerage and advisory firms and the competitive landscape.

The successful candidate will be an influential and inspirational sales professional with a deep understanding of the strategic selling process and an established network within the industry. This role will report directly to the VP, Enterprise Sales - Wealth Management, who is responsible for the Go to Market Strategy and growth of SigFig’s Digital Wealth business. In addition, this role will have extensive cross-functional interaction and collaboration with other members of the Revenue, Product, and Executive team.

How You’ll Make an Impact

  • Sell: prospect, and manage the top-of-funnel sales process by understanding and engaging a wide variety of partner buyers and influencers and effectively position SigFig against potential competitors
  • Strategize: contribute to the targeting of market segments and the ideal partner profile for sales of our digital wealth management focused products
  • Define: crystallize the challenges facing prospective partners and the value of the SigFig wealth management products by incorporating success stories, best practices and conveying future trends
  • Collaborate: engage regularly with internal SigFig partners to share and evaluate market feedback and refine product strategy and roadmap

Why We Value You

  • You are passionate about making digital wealth management solutions available to all and about driving innovation in the financial services industry
  • You are humble, ambitious, and persistent with the desire to continually learn and improve
  • You are resourceful, highly-organized and a self-starter
  • You have extensive knowledge about the Wealth Management industry
  • You have a proven history of successfully finding new opportunities and selling financial technology solutions to large enterprises
  • You have a client-first, consultative sales approach and are able to work with partner executives to articulate the value of a SigFig relationship
  • You are a team player and highly communicative
  • You are able to quickly understand and articulate SigFig’s technology stack, products, and differentiable value

Ideal SigFigian for this Role

  • 7-10+ years experience in wealth management
  • 5+ years of an established track record in leading financial technology enterprise sales of wealth and investment solutions to senior leaders of large financial institutions
  • Passion for building relationships and leveraging your network to find and approach decision makers
  • Ability to accommodate some business travel if necessary (Depending on state of US travel)

Perks and Benefits

  • Competitive Benefits Package
  • Flexible PTO
  • 401K with Company Match
  • $1000 Yearly Wellness Benefit
  • Employee Recognition Program
  • And more!

Founded in 2007, SigFig is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.

© Nvest. All rights reserved, SigFig is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.

San Francisco Applicants: SigFig will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance.