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Job Details

Sales Executive Senior- Investment Services

Company name
Fiserv, Inc

Madison, WI, United States

Employment Type

Sales, Finance, Planning

Posted on
Apr 05,2019

Valid Through
Jul 19,2019

Apply for this job



Sales Executive, Senior- Investment Services




Position Description

About the Role

The Senior Sales Executive is responsible for new business development supporting the Investment Services Organization, focused on helping financial institutions solve complex wealth management problems with Fiserv developed technology. Through consultative selling, you will provide thought leadership, industry expertise, and product knowledge about Fiserv Investment Services’ Financial Advice Management and Portfolio Accounting to leading financial services firms.

This is a quota-carrying sales position that is responsible for driving efforts to expand and grow Fiserv market share and presence in the industry through execution of business, value-driven solution sales activities with mostly new prospective clients. You will develop potential leads and pursuits; plan and select most appropriate sales strategies; utilize business solutions and financial knowledge; execute competitive sales tactics; present Fiserv solutions to effectively persuade and frame client opportunities; lead, position, and ultimately, close deals.

A great Senior Sales Executive will:

Sell a suite of Fiserv’s wealth and asset management products focused on financial advice & proposal generation, portfolio accounting, fee billing, performance, and reconciliation, to identified broker-dealers, RIA aggregators, retail banks.

Use your industry knowledge to generate leads, progress deal pursuits, and drive sales bookings to meet and exceed your annual sales quota.

Understand your clients’ and prospects’ goals and strategies through consultative selling, account planning, and thought leadership, and demonstrate the value of Fiserv’s products and improve sales success.

Travel to meet, consult, engage, and have actual face-to-face conversations with your clients and prospects, and help them make informed decisions on the solutions in which they are investing.

Be curious about what makes your clients tick and push them about their buying criteria to become a “trusted advisor” with whom they can rely to provide relevant and accurate information.

Deeply exceed your annual sales quota by closing 2-3 large, groundbreaking, and several transactional, deals, while cultivating many conversational opportunities to grow your pipeline.

Contribute whatever you can to make your teammates successful.

Enjoy Fiserv’s annual Pinnacle Sales Excellence celebration as top sales performer, an event that is second to none in the industry.

Basic Qualifications for Consideration

High School Diploma

10 years selling experience with a track record of meeting sales targets in financial services/Fintech industry.

Experience in selling financial planning software for Financial Advisors.

Experience and comfort selling into C-level suite and E-level at retail banks, broker/dealers, insurance companies, trust companies, RIAs, Family Offices.

Bachelor’s degree in Business Administration or other applicable business discipline.

Knowledge of the wealth management industry, and extensive contacts with wealth managers, banks and industry influencers.

Additional Skills, Experience, Competency

Excellent written and verbal communication/presentation skills.

Ability to effectively prioritize issues and work independently with a strong sense of accountability.

Highly motivated and self-assured; hands-on problem solver.

Competence with Salesforce or another applicable CRM.

Establish rapport based on integrity and active listening skills

Understand the sales process, development and qualification of a business need, identification of target clients, and favorable positioning of products.

Articulate solutions in terms of return on investment to the client and sells business value

Travel Required

: 50-75%

Learn more about us.

In a world moving faster than ever before, Fiserv helps clients deliver solutions in step with the way people live and work today – financial services at the speed of life. With 24,000 associates, we help more than 12,000 clients worldwide create and deliver solutions to enable today's consumer to move and manage money with ease, speed and convenience. Our Aspiration is to move money and information in a way that moves the world. As a FORTUNE™ 500 company and one of FORTUNE Magazine World’s Most Admired Companies for the sixth consecutive year, we are committed to excellence and purposeful innovation.

In this role, you will be aligned with our Investment Services solutions. Fiserv is an industry innovator for over 30 years and makes it easy to invest and manage money. We provide integrated technology solutions and services to professional money managers and financial advisors – providing connectivity, scalability and support for the managed accounts and investment management industry. Our solutions cover the entire investment lifecycle, from planning and trading to reporting.

We are the only technology provider to offer integrated, front-to-back solutions and deliver on the unified managed household (UMH) concept: a single view of total assets, liabilities and investment data for each customer household. Our Unified Wealth Platform serves more than 450 investment firms, with over 5 million investment portfolios and $1.7 trillion in assets managed on our platform.

We welcome and encourage diversity in our workforce. We are an equal opportunity employer/disability/vet.

Explore the possibilities of a career with Fiserv and Find Your Forward with us.

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.

Company info

Fiserv, Inc
Website :

Company Profile
Fiserv, Inc. (NASDAQ: FISV) is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for our clients. Fiserv drives innovations that transform experiences for more than 14,500 clients worldwide, including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients.

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