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Executive Director of Asset Management

Dallas, TX, United States

Executive Director of Asset Management

About the Company

Popular no-code enterprise application platform

Industry

Computer Software

Type

Privately Held, VC-backed

Founded

2017

Employees

201-500

Funding

$200+ million

Categories

Information Technology & Services

Technology

Enterprise

Enterprise Applications

Financial Services

Insurance

Productivity Tools

SaaS

Software

FinTech

Design

Professional Services

Fashion

Textiles

Specialties

SaaS for Life

P&C

Annuities

and Specialty Insurance

End-to-end process automation and digitization

Insurance quoting and applications

Asset and wealth management account opening

Underwriting automation

No-Code

and Enterprise Software

About the Role

The Company is seeking an Executive Director to lead business development efforts in private markets and with portfolio companies. The successful candidate will be responsible for promoting lead generation activities, working with client's business and technology executives to provide tailored solutions, and developing trusted advisor relationships. This role requires a minimum of 8 years of experience in technology and digital transformation, with a focus on consultative enterprise technology platform sales. The ideal candidate will have fluency in private markets and their value creation activities, and a proven track record of success in driving organic growth and acquiring new clients.Applicants should possess strong executive presence, articulate presentation skills, and the ability to work collaboratively in a team selling process. The role involves managing the end-to-end go-to-market cycle, including pipeline management, forecasting, and driving the acceptance and onboarding of the company's platform. The Executive Director will also be expected to work closely with key technology and SI partners, as well as cross-functionally within the company to deliver demonstrations, proposals, and pitches. A background in consulting, digital products, or a similar field with significant exposure to enterprise technology sales is essential. The candidate must be adept at building relationships with senior executives and translating complex client needs into implementable solutions.

Hiring Manager Title

Head of Financial Services

Travel Percent

Less than 10%

Functions

Finance

Non-Profit Management

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