Description:
Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.
There’s purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.
Responsibilities
Business Development and Sales Execution
- Serve as a lead team member in growing Wipfli’s brand presence and financial services business base in the Northeast US region
- Serve as a primary growth and new business sales contact for Wipfli's Financial Services Practice with a concentration in financial institutions
- Create awareness and build relationships with key accounts and Relationship Executives in Wipfli's Financial Services Practice
- Represent the full breadth of service offerings within Financial Services core areas of audit, tax, tech consulting and organizational performance
- Develop leads through external referral sources, associations and networking groups
- Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle
- Participate in trade shows and regional industry events
- Assist with preparing and presenting the value proposition
- Support direct marketing campaigns and programs - follow up on marketing qualified leads to further nurture those leads and turn them into sales opportunities
Planning
- Understand the targeted market segment needs, industry issues, competitive threats and our service offerings
- Build a strong working relationship with leaders within Wipfli’s Financial Services Industry
Qualifications
- 10+ years of consulting and service sales experience
- A passion for the financial services industries
- Previous sales/business development and financial services industry experience required
- Familiarity with selling intangibles and value-added services
- The ability to craft and execute strategic and tactical plans to close projects and demonstrated success in developing new client relationships
- High integrity - honors commitments
- Ability to manage and sell on social platforms
- Solid executive presence and business acumen
- Ability to influence decision-makers at the highest levels in client organizations
- Able to close business with a win/win negotiating style