Fiserv Sales Executive, Senior- Investment Services in Des Moines, Iowa

Position Description

What does a great Senior Sales Executive do in Investment Services?

They are 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, they 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.

You will:

  • Sell a suite of Fiserv’s wealth and asset management products focused on financial advice, with additional products like portfolio accounting, fee billing, performance, and reconciliation, to identified broker-dealers, 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.

Required Qualifications:

Education :

  • Bachelor’s degree or equivalent experience

Basic Qualifications for Consideration :

  • 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.

  • 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%

Who We Are:

Investment Services (IS) is a division of Fiserv, (NASD: FISV). Our Investment Services division makes it easy to invest and manage money. For over 30 years, we have served the wealth management industry by providing solutions that enable Banks, Brokerage firms, Money Managers and Financial Advisors to connect and manage investment portfolios and better serve their investors.

There are over 4 million investment portfolios and $1.3 trillion in assets managed on our unified wealth platform. The platform includes configurable modules for financial planning, proposal generation, model management, trading, reporting and analytics. Our Wealth Management Network seamlessly connects over 350 managers, broker dealers, banks and advisors to help them manage investments.

Fiserv is an Equal Opportunity Employer/Disability/Vet

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