We're delighted to be partnering with a global financial technology provider delivering secure, enterprise-grade communication and collaboration solutions to the financial services industry. They're seeking an experienced Account Executive to own the full sales cycle and drive new business growth across the wealth management sector.
This role is focused on developing and closing opportunities with private banks, RIAs, asset managers, and investment platforms, working closely with senior stakeholders.
Key Responsibilities
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Own the full sales cycle: prospecting, discovery, pitching, negotiation, and close
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Develop new business within wealth management and investment firms
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Build relationships with senior decision-makers
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Run consultative sales processes and tailored demos
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Consistently exceed revenue and pipeline targets
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Maintain accurate CRM and forecasts
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Partner with internal teams to drive deal execution
Requirements
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3+ years’ experience in full-cycle FinTech/SaaS sales
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Proven success selling into wealth management or asset management
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Track record of closing enterprise or mid-market deals
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Strong communication and negotiation skills
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CRM and modern sales tool experience
