The Job/What You'll Do:
Voyant is a global enterprise software provider specializing in modern financial advisor and client interactions, using financial education, complex calculations, and deep personalization as a basis for client engagement. Our clients include many of the world’s leading banks, private banks, wealth management firms, life and annuity companies, and employee benefit providers.
We are seeking a dynamic and driven Enterprise Sales Executive to fuel our continued growth. In this high-impact role, you will lead the full sales cycle—identifying, engaging, and closing opportunities with large enterprise clients. You’ll work closely with cross-functional teams to craft tailored solutions that meet complex client needs and deliver lasting value.
Responsibilities:
- Identify and pursue new enterprise opportunities across financial institutions and large organizations
- Develop and execute strategic account plans to penetrate target accounts and grow existing relationships
- Engage C-level and senior decision-makers to understand their business objectives and position Voyant as a strategic partner
- Deliver compelling product demonstrations and value-driven sales presentations
- Negotiate and close complex, multi-stakeholder deals
- Collaborate with internal teams (product, marketing, customer success) to ensure client success and maximize account growth
- Accurately forecast and manage pipeline activity using Salesforce and related sales tools
- Consistently meet or exceed revenue targets and performance KPIs
Knowledge, Skills, and Abilities:
- Proven track record of exceeding sales targets and closing complex deals
- Excellent communication, negotiation, and presentation skills
- Ability to build and maintain strong client relationships
- Analytical skills to assess client needs and market dynamics
- Strong consultative selling abilities with a client-centric mindset
- Proficiency with Salesforce and sales tools
Education & Experience:
- Bachelor’s degree
- 5+ years of enterprise sales experience, ideally in SaaS, fintech, or financial services
Compensation: The Base Salary range for this position is between $160,000 - $200,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-CR1
#Voyant
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Top Skills
What We Do
AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.
