Sales Director – Custody

Sales Director – Custody

Requirements

• Minimum of 5 – 8 years of proven experience in a direct sales role within the Self-Directed IRA, custody, or alternative investment sector.
• Strong sales and negotiation skills, with a proven track record of meeting or exceeding sales targets; Experience selling to firms with $100mm + AUC
• Excellent communication and presentation skills, with the ability to explain complex financial concepts in simple terms
• Knowledge of self-directed IRAs, including the process of setting up and investing in alternative assets such as real estate, private equity, and other non-traditional investments.
• Must be able to sit and/or stand for long periods of time in an office or home office setting while working.

Responsibilities

• Develop and execute direct sales strategies to meet and exceed sales targets, focusing on new business acquisition within the alternative investment space
• Actively pursue and acquire new institutional clients, financial advisors, and HNWI and maintain a robust pipeline of prospective clients
• Cultivate a strong, long-term relationship with institutional clients and serve as the primary point of contact for clients and prospects.
• Lead sales meetings, presentations, and negotiations. Clearly articulate the value proposition of Forge’s Custody services and address clients’ needs ultimately securing new business.
• Conduct webinars, workshops, and one-on-one sessions to educate prospects on the benefits and logistics of alternative investments within retirement accounts, focusing on compliance and tax advantages.
• Establish key performance indicators (KPIs) and metrics to monitor and report on sales performance, adjusting strategies as needed.

Preferred Qualifications

• Knowledge of the IRS rules regarding alternative asset IRAs is preferred
• Strong analytical skills to assess investment opportunities and trends within the alternative asset space.