Overview
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies and financial institutions to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs including Barclays & Anthemis, Nyca, and more. Addition & its team has been recognized as Business Insider's 54 Promising Fintech Companies to Watch, UBS' Female Founder Award 2023, and in leading publications such as Techcrunch, Insider, Forbes and more.
About the Role:
We are looking for a Head of Enterprise Sales to lead and shape our sales efforts as the first dedicated sales professional at Addition Wealth. Reporting directly to the CEO and Founder, you will play a pivotal role in building and executing a go-to-market strategy, driving revenue growth, and establishing key partnerships. Your responsibilities will include developing a scalable sales motion, identifying upsell and cross-sell opportunities, and cultivating lasting relationships with major financial institutions. This is a high-impact role where you will have the opportunity to influence the direction of the company’s growth trajectory.
What you’ll work on
- Develop and implement a comprehensive sales strategy to expand Addition Wealth’s customer base and strengthen our market presence within the financial services industry.
- Continuously analyze market trends, competitor activities, and customer needs to identify growth opportunities and inform strategic decisions.
- Lead the creation and execution of a go-to-market strategy focused on acquiring and retaining enterprise clients, with a particular emphasis on the largest financial institutions.
- Identify and develop strategic partnerships that enhance our product offering and expand our market reach, positioning Addition Wealth as a leader in the industry.
- Establish and refine a structured, scalable sales process that ensures consistent revenue growth and effective pipeline management.
- Build and nurture strong relationships with key decision-makers, navigating complex negotiations to drive long-term value.
- As we grow, lead the recruitment, development, and management of a high-performing sales team, while collaborating closely with marketing, product, and customer success teams to align sales efforts with broader company objectives.
What we're looking for
- 10+ years of experience in enterprise sales, particularly in the fintech or financial services industry, with a proven track record of selling complex solutions to large enterprise clients.
- Demonstrated ability to develop and implement strategic sales plans that drive growth and capture market opportunities.
- Deep understanding of the financial services landscape, including market dynamics, customer needs, and competitive pressures.
- Experience in identifying, negotiating, and managing strategic partnerships that contribute to business growth.
- Proven ability to design and implement a structured and scalable sales process that delivers results.
- Expertise in building and managing relationships with C-level executives and key stakeholders within large organizations.
- Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence key stakeholders.
Perks & Benefits
- Competitive salary
- 401(k) & Employer Match
- Work from anywhere
- Health insurance & wellness benefits
- Equity compensation
- Generous parental leave
- Unlimited vacation
- Company offsites
- Unlimited access to financial professionals
What We Do
Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their money.
Why Work With Us
We are technologists and financial experts committed to helping people with their finances and money decisions.
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Addition Wealth Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have employees in different locations, but our NYC team works in person a few days a week in our great office in Flatiron!