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Jeremy Niss
Director-level sales leader specializing in FinTech and wealth management
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About
Private wealth and private banking sales leader with a strong individual production background and recent experience building and managing a 12-person client consultant team at Willow Wealth. Stands out for combining elite personal sales performance at Morgan Stanley (257% attainment, $330M production) with team leadership that drove roughly $80M in quarterly AUM growth.
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Key Strengths
- Managed and scaled a 12-person client consultant team for 3 years at Willow Wealth
- Team delivered roughly $80M in quarterly AUM growth after broker-dealer transition
- Top-performing private banking sales rep with 257% attainment and $330M in production
- Strong relationship-based selling with financial advisors and high-net-worth clients
- Built hiring process for AE-like client consultants using objection-handling and roleplay assessment
- Successfully ramped 3 new hires to at or above target within 3 months
- Hands-on sales coaching that helped recover a hesitant client and close a $250K investment
- Disciplined pipeline management using daily Salesforce inspection and 24-hour follow-up standards
- Transparent management style with clear visibility into quota and team performance
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