Company Overview

Our client is an innovative wealth-tech company with a remarkable track record, overseeing assets exceeding $200B. They offer a dynamic and forward-thinking environment at the intersection of finance and technology. With cutting-edge solutions, they empower institutions and high-net-worth individuals through digital platforms that enhance decision-making, transparency, and growth.

Position Overview

Our client is seeking a Head of Sales, Americas to lead the company’s expansion across the region. Reporting directly to the Founder, this strategic leader will focus on growing the company’s footprint among single-family offices, wealth management institutions, institutional clients, and mid/large accounting firms. This is a high-impact role responsible for designing and executing Go-To-Market (GTM) strategies, driving revenue growth, and fostering lasting client relationships. The ideal candidate will bring deep expertise in family office or accounting software, coupled with a proven ability to scale businesses in competitive markets.

Position Responsibilities

• Lead regional growth and expansion initiatives across the Americas.
• Develop and implement tailored GTM strategies to penetrate target segments.
• Cultivate and manage relationships with key stakeholders, including clients, partners, and internal teams.
• Drive and support marketing and sales activities to build brand awareness and generate demand.
• Actively engage in market-facing initiatives, ensuring alignment between customer needs and product offerings.
• Partner with leadership to shape the company’s strategic vision and contribute to board-level discussions.

Position Qualifications

Required:

• Proven track record of transformative leadership in wealth/asset management services, wealth-tech, or enterprise technology.
• Demonstrated ability to leverage cutting-edge technology to drive business growth and innovation.
• Strong background in leading marketing and sales initiatives with a focus on value proposition communication and revenue growth.
• Successful track record of scaling businesses by 5X or more in competitive markets.
• Deep strategic acumen and decision-making capabilities within the financial services sector.
• Exceptional communication, negotiation, and interpersonal skills to lead client relationships and internal alignment.
• Ability to be in office in Stamford, CT.

Preferred:

• Experience working with family offices, wealth management platforms, or financial software solutions.

What They Offer

• Executive leadership opportunity with strategic influence across the organization.
• A platform to shape and impact boardroom decisions and long-term vision.
• Exposure to complex financial instruments and global market dynamics.
• Access to a powerful network of global investors, influencers, and industry leaders.
• Competitive compensation, performance incentives, and long-term legacy building opportunities.

Talentfoot Overview

Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation, and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% customer success rate. Learn more at Talentfoot.com.

Apply Today

If you are an experienced sales and growth leader ready to take on a transformative role in wealth-tech, apply today and help shape the future of a high-growth innovator in the financial services industry.