Enterprise Account Executive

An innovative WealthTech provider is presently seeking an experienced account executive to support its continued US expansion and ongoing transformation of the reporting and analytics space.

The Position:

The appointed account executive will assume responsibility for:

• Developing and executing a territory and account-based sales strategy aligned with company growth goals
• Identifying, engaging and influencing senior decision-makers across target accounts in financial services and related sectors.
• Managing the complete sales cycle from initial outreach and qualification through proposal, negotiation, and contract closure.
• Conducting tailored software demonstrations and solution presentations that address both business challenges and technical requirements.
• Collaborating cross-functionally with marketing, product development, and client success teams to deliver client-specific solutions.
• Continuously monitoring market trends, competitor activity, and emerging technologies to adapt and refine your approach.

The Candidate:

Applicants will be expected to demonstrate:

• A minimum 10 years’ SaaS sales experience, preferably within financial services and/or targeting  wealth management and institutional clients.
• Demonstrated ability to manage long, complex sales cycles and close high-value contracts.
• Deep understanding of cloud-based platforms.
• Proven success in lead generation, consultative selling, and strategic account development.
• Exceptional communication and presentation skills, including public speaking and stakeholder engagement.
• A minimum bachelor’s degree in finance, business, technology, or a related field (MBA preferred).
• Industry certifications such as CFA or CIPM are a plus.
• Technological aptitude and the ability to quickly understand and explain complex software solutions.
• Strong negotiation and influencing skills.
• Willingness and ability to travel as required for client meetings, demos, and industry events.

The Company:

Our client is a fast-growing WealthTech company transforming the way wealth managers clearly track, report, and understand investment performance. The company’s end-to-end platform simplifies complex reporting processes, improves data accuracy, and enhances the client experience with customizable, easy-to-understand reports.