Senior Vice President, Sales

Position Overview 

SyntheticFi is growing at an extraordinary 50%+ MoM over the past year, powered by a product that financial advisors already view as a true differentiator for their practice, helping them retain AUM and win new clients. With a proven product and strong inbound demand, we’re now at an inflection point. This is a rare opportunity for a senior sales leader to step in early and build the sales team and playbook that will define SyntheticFi’s next chapter of scale.

We are seeking an experienced Senior Vice President of Sales to join our leadership team. In this role, you’ll have a direct hand in shaping SyntheticFi’s strategy and culture while scaling our sales organization. Partnering closely with Joseph Wang, CIO & CRO, you will design the playbook, recruit and develop top talent, and lead the team that drives SyntheticFi’s expansion nationwide.

As the SVP of Sales, you will:

• Distribute SyntheticFi’s products to financial advisors and decision makers in other financial intermediaries across the country. Harness our strong momentum to accelerate adoption and growth.
• Deepen trusted relationships with top accounts and strategic partners.
• Serve as a key liaison between advisors and our internal teams, ensuring product and content continue to reflect real-world client needs.
• Design and implement scalable processes for a 5-7 person sales team over the next two years.

Qualifications 

• 5+ years of sales experience in the RIA industry in client-facing roles. This requires explicit client acquisition and asset raising experience. 
• Successful track record in building relationships with large RIAs (1B+ AUM) and other financial intermediaries. 
• Self-starters who are excited to build their own process and book to hit sales quota. 
• Builders who are eager to contribute to continuous product and content development. 
• Strong leadership skills. 
  • Preferred: has led a team of 3 or more salespeople.

   

• Understanding of financial fundamentals, especially in derivative strategies.
  •  Preferred: CFA, CFP, or CPA holders, or a degree in finance.
• Appropriate FINRA licenses (Series 65, Series 7 + 66, or exempt).

 

Compensation 

We care about talent, and we show it. SyntheticFi offers a top-tier compensation package that aims for 400K+ first-year on-target compensation, with meaningful options upside. 

• Base Salary: $120,000 - $200,000
• On-Target Commission: $200,000+, no cap.
• Stock option compensation: 0.5-1.0%.

 

About SyntheticFi 

SyntheticFi was founded by Tony and Joseph after recognizing a critical gap in the market: affordable borrowing options for advisors and their clients. Drawing on deep expertise in both finance and technology, we built the first viable securities-backed line of credit product powered by box spreads, an institutional borrowing strategy now made accessible at scale. Since launch, SyntheticFi has grown at an extraordinary pace, sustaining 50% MoM growth, and is the category-defining leader in wealthtech.

SyntheticFi is a YC company with a recent round from partner RIAs and wealth-tech VCs (Ritholtz, Social Leverage, NextGenVP / Brown Advisory). 

Application Process

Please send your resume and LinkedIn profile to hiring AT syntheticfi.com , with the subject line: “Application - SVP Sales - [Name]”. No cover letter is required; if you are referred by a mutual contact, please specify in the email.

Round 1: 15 to 30-minute quick phone discussion.

Round 2: 1 to 1.5-hour in-depth Zoom discussion, case study (will provide instructions and materials 1-2 days prior to the meeting).

Round 3: 1-hour final discussion with the current GTM team.