Confidential company
Institutional Cash Management Platform Sales Representative for RIAs & Family Offices
Opportunity at a glance
Get a feel for the buyers, product and fit for your existing relationships.
The role
Independent Sales Representative
Who you’ll sell to
- Target customers are registered investment advisors and family offices.
Why customers need it
- The platform provides a fully insured institutional cash reserve solution targeting competitive annual yield for client cash reserves.
Who this opportunity suits
- The opportunity is suited to reps with wealth management industry relationships and professionals selling to RIAs or family offices.
- Consultative sellers focused on long-term client relationships may be a fit.
- Experience with financial products or subscription services is stated as relevant.
How you’ll sell
- Sales activities include prospecting RIAs and family offices, introducing the platform, and educating prospects on its features and benefits.
- The approach includes building long-term relationships with advisory firms.
Support for your sales
- Support includes product information, sales materials, ongoing company support, and resources to explain the platform to prospects.
Working locations
United States; Canada
What you’ll sell
Sell an institutional cash management platform designed for registered investment advisors and family offices. Help financial professionals access a fully insured cash reserve solution with subscription-based recurring revenue opportunities.
WHY THIS SELLS
- Institutional-grade cash reserve solution
- Designed for RIAs and family offices
- Subscription revenue creates ongoing earning potential
- Targets competitive annual yield for client cash reserves
BUSINESS MATURITY (PROVEN VS NEW)
The company offers an institutional cash reserve platform focused on the wealth management market. The opportunity is built around a subscription-based revenue model.
YOUR DAY-TO-DAY
- Prospect RIAs and family offices
- Introduce the platform and its cash management capabilities
- Educate prospects on platform features and benefits
- Build long-term relationships with advisory firms
SUPPORT & RESOURCES
- Product information and sales materials
- Ongoing support from the company
- Resources to help explain the platform to prospects
WHO THRIVES HERE
- Reps with relationships in the wealth management industry
- Professionals selling to RIAs or family offices
- Consultative sellers focused on long-term client relationships
- Reps experienced with financial products or subscription services
SOCIAL PROOF
- Focused on the registered investment advisor and family office market
- Offers a fully insured institutional cash reserve solution
- Subscription model supports recurring customer relationships
FREQUENTLY ASKED QUESTIONS
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Who are the target customers? Registered investment advisors and family offices.
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What does the platform provide? An institutional cash reserve solution targeting competitive annual yield.
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Is this a recurring revenue opportunity? Yes. The platform uses a subscription-based revenue model.
Commission on subscription renewals
Territories
US & Canada (All States/Provinces)
Posted Jul 28, 2026
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Company details
Confidential company
Company website protectedCompany identity is protected in the public preview. Opportunity details are reviewed before publication.
Commission
10% – 20%