Job Summary

Cognerium AI is looking for an experienced B2B Sales Lead to drive business development and enterprise sales across the financial services industry.

The ideal candidate will have a strong track record in B2B/enterprise sales, business development, FinTech, WealthTech, banking, wealth management, or financial services, along with established relationships with senior decision-makers.

You will be responsible for identifying target organizations, building a qualified sales pipeline, engaging C-level and senior executives, developing opportunities, and driving new client acquisition for Cognerium AI.

This is a high-ownership role for a sales qualified who can independently build relationships, create opportunities, and contribute directly to revenue growth.

Key Responsibilities

- Develop and execute B2B sales and business development strategies for the financial services market.
- Identify and target wealth management firms, RIAs, banks, private banks, broker-dealers, asset managers, credit unions, and other financial institutions.
- Research target organizations and identify relevant decision-makers and influencers.
- Build relationships with CEOs, Founders, Presidents, Managing Directors, Heads of Wealth, Digital, Technology, Business, Sales, Innovation, and Client Experience.
- Generate qualified sales opportunities through LinkedIn, email, phone, referrals, networking, industry events, and existing relationships.
- Qualify prospects based on business need, fit, decision-making authority, budget, and buying timeline.
- Schedule and coordinate product demonstrations and meetings with Cognerium AI leadership.




- Present Cognerium AI's solutions and communicate the business value of AI and Agentic AI to prospective customers.
- Participate in industry conferences, events, webinars, and executive networking forums.
- Work closely with leadership, product, technology, and customer success teams to convert opportunities into customers.
- Continuously identify new markets, accounts, partnerships, and revenue opportunities.
- Experience in selling to the US financial services market is strongly preferred, with an understanding of the US wealth management, RIA, banking, broker-dealer, and financial advisory ecosystem.

Requirements

- 10+ years of experience in B2B Sales, Enterprise Sales, Business Development, Presales, Strategic Sales, or related roles.
- Experience in Financial Services, Wealth Management, Banking, FinTech, WealthTech, Asset Management, Brokerage, or SaaS is strongly preferred.
- Proven experience in generating and managing B2B/enterprise sales pipelines.
- Strong existing network and relationships within the financial services industry will be a major advantage.
- Experience engaging with C-level and senior executives.
- Strong consultative selling and relationship-management skills.
- Excellent communication, presentation, negotiation, and closing skills.




- Ability to independently research accounts, identify opportunities, and initiate conversations.
- Robust persistence, follow-up discipline, and ownership.
- Comfortable working in a fast-paced, entrepreneurial environment.
- Experience selling SaaS, AI, analytics, digital transformation, or enterprise technology solutions is preferred.

Key Skills

B2B Sales | Enterprise Sales | Business Development | Financial Services | Wealth Management | FinTech | WealthTech | Banking | SaaS Sales | Enterprise Software | AI Sales | Consultative Selling | Solution Selling | Lead Generation | Pipeline Development | Account Management | Relationship Management | C-Level Selling | Strategic Sales | New Business Development | Client Acquisition

What Success Looks Like

- Build a strong pipeline of qualified financial-services prospects.
- Establish relationships with senior decision-makers.
- Generate high-quality meetings and product demonstrations.
- Convert qualified opportunities into new customer relationships.
- Expand Cognerium AI's presence across the financial services market.
- Contribute directly to revenue growth and new client acquisition.

Why Join Cognerium AI?

- Opportunity to work at the intersection of AI, Agentic AI, Financial Services, and Wealth Management.
- High-ownership role with direct access to company leadership.
- Opportunity to build and shape the B2B sales function.
- Work with senior executives and leading financial institutions.
- Opportunity to be part of a growing AI/FinTech company transforming how financial institutions engage clients and drive growth.

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