Account Executive

Account Executive – Wealth & Asset Management Technology

About the Company:

Our client is a leading provider of technology solutions for the wealth and asset management industry. Their platform helps advisory firms and financial institutions optimize client reporting, streamline operations, and unlock new revenue opportunities.

The Role:

The Account Executive is a quota-carrying, revenue-generating role focused on acquiring new clients and expanding recurring and project-based business in alignment with the company’s solution strategy.

Key Responsibilities:

• Drive new business development and secure revenue from advisory firms, family offices, and wealth management institutions.
• Manage the full sales cycle from prospecting and discovery through negotiation and closing.
• Build strong relationships with key stakeholders, including senior executives, to drive engagement and decision-making.
• Partner with solution consultants to deliver tailored product demonstrations and business case analyses.
• Build and manage a robust sales pipeline, leveraging inbound leads, outbound prospecting, and market research.
• Maintain accurate CRM records and provide timely pipeline updates and forecasts to leadership.
• Coordinate internal teams and external partners to ensure efficient deal progression.
• Represent the company at industry events, conferences, and networking opportunities.
• Stay current on industry trends, emerging technologies, and competitor activity to effectively position solutions.

Qualifications:

• 5+ years of SaaS or technology sales experience, ideally in financial services, FinTech, or B2B enterprise environments.
• Proven success managing complex sales cycles and closing enterprise-level deals.
• Strong understanding of wealth management, asset management, or advisory firm operations.
• Experienced with CRM and sales tools (e.g., Salesforce) for pipeline and account management.
• Excellent communication, negotiation, and strategic thinking skills.
• Collaborative approach with internal teams and external stakeholders.
• Results-driven, proactive, and self-motivated with a “hunter” mentality.

Success Metrics:

• Quota attainment and revenue growth.
• Healthy, high-quality sales pipeline.
• Strategic engagement with senior decision-makers.
• Accurate and timely forecasting.
• Consistently achieving or exceeding KPIs and business objectives.