Area Sales Manager - B2B

Job Summary:

The Manager B2B (Business to Business) will be responsible for developing, managing, and expanding the firms relationships with institutional clients, including other wealth management firms, financial advisors, corporations, and third-party intermediaries. This role requires strategic thinking, market knowledge, and strong relationship management skills to drive growth and profitability within the business-to-business segment of the firm.

Key Responsibilities:

1. Business Development & Lead Generation:
• Identify and generate new business opportunities in the B2B space by targeting financial institutions, corporate clients, and intermediaries.
• Develop and execute business development strategies to penetrate new markets and verticals.
• Establish and maintain relationships with key decision-makers at potential partner organizations.
2. Client Relationship Management:
• Build long-term, strategic relationships with key business partners, fostering loyalty and satisfaction.
• Coordinate with internal teams to ensure the timely and successful delivery of solutions that meet client needs.
3. Product & Service Offering:
• Work closely with product teams to understand the firm’s wealth management solutions and services.
• Tailor offerings to meet the specific needs of B2B clients, ensuring alignment with their business objectives.
• Communicate the value proposition of the firm’s wealth management services to institutional clients and partners.
4. Sales Strategy & Execution:
• Develop and implement sales strategies to achieve revenue and growth targets for the B2B segment.
• Conduct sales presentations, product demos, and contract negotiations with potential clients.
• Track and report on sales performance, market trends, and competitor activities.
5. Collaboration with Internal Teams:
• Work closely with internal teams such as marketing, product, compliance, and legal to ensure smooth onboarding and execution of client solutions.
• Act as a liaison between clients and internal departments to ensure client needs are met and challenges are addressed quickly.
6. Market Research & Insights:
• Continuously monitor industry trends, competitor offerings, and market dynamics to identify potential opportunities and threats.
• Provide feedback to senior management on market trends, competitive landscape, and client preferences.
7. Contract Management & Negotiation:
• Lead contract negotiations, ensuring that the terms align with the firm's business objectives and profitability goals.
• Manage the end-to-end contract lifecycle, from proposal through to execution and post-sale support.
8. Performance Monitoring & Reporting:
• Establish KPIs to measure the success of B2B sales activities, including lead generation, conversion rates, and customer satisfaction.
• Provide regular performance reports and feedback to senior management.

Required Skills and Qualifications:

1. Education:
• Bachelor’s degree in Business, Finance, Economics, or related field (Master’s degree preferred).
2. Experience:
• Minimum of 3-8 years of experience in B2B sales, business development, or relationship management, ideally within the wealth management, financial services, or investment sectors.
• Proven track record of achieving sales targets and managing key client relationships.
3. Skills:
• Strong understanding of wealth management products, services, and financial markets.
• Excellent communication, presentation, and negotiation skills.
• Strong analytical and strategic thinking skills, with the ability to analyze complex business problems and identify solutions.
• Proficiency in CRM systems and Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to work independently and manage multiple client accounts simultaneously.
4. Personal Traits:
• Strong interpersonal skills with the ability to build and maintain relationships with a variety of stakeholders.
• Self-motivated, results-oriented, and detail-focused.
• Ability to work under pressure and meet tight deadlines.
• High level of integrity and professionalism.