Managing Director- Enterprise Relationship Management

Managing Director – Enterprise Relationship Management

Location : Louisville, KY (onsite preferred; remote options for the right candidate)

About the Position : As Managing Director of Enterprise Relationship Management at DPL, you will build strategic partnerships and expand DPL’s reach within large RIAs, broker‑dealers transitioning to fee‑based models, and other enterprise wealth management organizations. You will lead the full sales cycle, positioning DPL’s technology suite to help these firms scale fee‑based annuity and insurance solutions.

Responsibilities

• Develop and execute strategic sales plans to target and acquire new enterprise clients.
• Cultivate strong relationships with C‑level executives and key decision‑makers within enterprise wealth firms.
• Lead a consultative sales process, deeply understanding client needs and demonstrating how DPL’s solutions deliver measurable business outcomes.
• Manage complex sales cycles, including navigating procurement, legal, and compliance processes.
• Collaborate with internal teams (Product, Marketing, Service, Implementation) to ensure seamless client onboarding and a consistent customer experience.
• Identify and close expansion opportunities within existing client relationships by introducing new products and solutions.
• Provide accurate sales forecasts, manage pipeline health, and report on key metrics and performance indicators.
• Represent DPL at industry events and conferences, establishing yourself as a thought leader and advocate for our mission.
• Stay up‑to‑date on industry trends, competitor offerings, and best practices in enterprise wealth management and financial technology.

Qualifications

Referrals increase your chances of interviewing at DPL Financial Partners by 2x.

#J-18808-Ljbffr