Sendero Wealth Sales Trigger: New COO Sparks Pipeline Growth

🚀 Battle Card: Sendero Wealth Management

• Ian Sale, Partner, President, and Chief Operating Officer · 🔗 LinkedIn

• This Sendero Wealth Management sales trigger underscores a major push on operational innovation and values-based stewardship led by a seasoned fintech operator. → Source

• Scalable operations & tech integration to maintain bespoke client service as AUM grows

• Holistic philanthropic planning that aligns with high-net-worth legacy and wealth strategies

• Primary: Digital wealth management platform → Streamline ops, boost client experience

• Expansion: Integrated philanthropic planning tools → Deepen client engagement & retention

• HQ: San Antonio, TX

• Employees: ≈ 100

• Rev: ≈ $40 M

• Website: sendero.com

🤼 Competitive Intel

• Orion Advisor Tech — Lower TCO, robust reporting

• Envestnet — End-to-end advisory ecosystem

• SS&C Black Diamond — Customizable dashboards

• eMoney Advisor — Financial planning focus

• Salesforce — CRM & workflow automation

• Workday — Enterprise financial management

• Microsoft Dynamics 365 — Integrated ERP & CRM

• Workfront — Project & portfolio management

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   =
OFFER_BRIEF   = ❑digital wealth management platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ian
COMPANY     = Sendero Wealth Management
DEPT        = Operations & Supply Chain
SIZE        = 100
BOTTLENECK  = scalable operations & tech integration
EVENT       = new leadership announcement
DETAIL      = Ian Sale's appointment as COO
PAIN        = maintaining bespoke client service at scale
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251015136405&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ 150
EMP_EST     = ≈ 100
REV_EST     = ≈ $40 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 100-person Operations & Supply Chain

Ian—noticed your Operations & Supply Chain team is ≈ 100.

That’s when scalable operations & tech integration slows growth.

We helped ≈ TBD fix this with digital wealth management platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ 150.

DM ≤45 words, TONE:
Saw your post about Ian Sale's appointment as COO — maintaining bespoke client service at scale.  
Digital wealth management platform. ≈ TBD.  
Quick chat?