Enterprise Account Executive

  • WealthTech
  • USA, Midwest, Remote
  • $150,000 to $190,000 Basic + Bonus (OTE c$360,000) + Benefits
  • 6045 MCU

A leading Revenue Management Platform within Asset & Wealth Management, our client requires a strategic sales specialist to further drive market share and brand recognition across the US.

Revenue Management Platform within Asset & Wealth Management

The Position:

The appointed Account Executive will assume responsibility for:

  • Evaluating leads, outreaching to potential clients and acquiring new customers in the financial sector
  • Delivering presentations and pitches to potential customers
  • Achieving sales targets and enhancing go-to-market sales strategies
  • Calculation, creation and negotiation of quotations and contracts in consideration of regulations and economic aspects
  • Monitoring sales productivity with the help of the CRM system
  • Continuous building of sales pipeline

The Candidate:

Applicants will be expected to demonstrate:

  • 15+ years working within Wealth Asset Management
  • 10+ years sales within the sector, or Financial Services
  • A proven hunter of new business within complex sales processes
  • Understand client pain points and identify solutions that lead to sales
  • Demonstrable experience with C-suite sales closing at Enterprise level
  • Previous deal ranges between $250k -$1M

The Company:

Through the use of artificial intelligence, big data, and the latest technologies, along with industry expertise, our client is an established & rapidly-expanding WealthTech organization, on an exciting journey committed to becoming a leading firm with a world class team.

They are on a mission to create meaningful, differentiated wealth solutions that help people live their best life, helping their clients grow revenue, reduce costs, manage risk, and delight their customers.

  • Lots of growth opportunities
  • Flexible work environment
  • Competitive compensation
  • Wellness programs & great employer benefits (includes dental+ vision +massage, etc)
  • Competitive long-term incentive plan to permanent employees in the form of rewarding Stock Options that are above and beyond market standards.