Account Executive

An innovative WealthTech provider is currently seeking an experienced Account Executive to support its continued transformation of the family office landscape across the UK and Europe.

The Position:

The appointed Account Executive will assume responsibility for:

• Proactively identifying and qualifying new business opportunities within the UHNW, family office, and institutional wealth management sectors.
• Leading consultative sales engagements to deeply understand client needs and demonstrate tailored platform solutions.
• Delivering compelling product demonstrations, highlighting the platform’s ability to simplify complex wealth structures and workflows.
• Building and managing a strong sales pipeline, progressing opportunities from initial outreach through to contract close.
• Working cross-functionally with marketing, product, and implementation teams to ensure seamless handover and long-term client success.

The Candidate:

Applicants will be expected to demonstrate:

• A minimum of 5 years’ experience in FinTech SaaS sales, ideally targeting family offices, HNW or private wealth clients, or institutional wealth managers
• Demonstrable success in complex, consultative, multi-stakeholder sales cycles.
• A strong understanding of financial services or wealth management ecosystems.
• UK-based, with flexibility for occasional travel across the UK and Europe.
• Highly motivated, self-directed, and comfortable working in a fast-paced, growth-oriented environment.

The Company:

Our client is a fast-growing WealthTech company transforming the way ultra-high-net-worth families and family offices manage complex wealth. The company’s end-to-end platform unifies investment reporting, entity management, accounting, and operations into a single, streamlined solution. Focused on efficiency, transparency, and control, our client empowers family offices to work smarter.