Account Executive

Account Executive – WealthTech / FinTech (RIA Focus)A fast-growing financial technology company is looking to add an Account Executive to its sales team. This role will focus on developing relationships with independent wealth management firms and financial advisors, expanding adoption within existing clients while also driving new business.This is an opportunity to join a collaborative and fast-moving team building technology solutions for the wealth management industry.About YouYou are a highly motivated sales professional with a passion for finance, technology, and relationship-driven sales. You thrive in fast-paced environments and enjoy working closely with clients to understand their needs and deliver solutions that create long-term value.You are organized, proactive, and able to manage multiple priorities while maintaining a strong focus on results. You are comfortable working both independently and collaboratively with internal teams including marketing, product, and client success.About the RoleAs an Account Executive, you will work directly with wealth management firms and independent financial advisors, helping them adopt technology solutions that improve how they serve their clients and manage their businesses.You will manage the full sales cycle—from prospecting and discovery through implementation and client adoption—while partnering with internal teams to support long-term client success.Key ResponsibilitiesOwn and manage the full sales cycle from prospecting through closing and client onboardingBuild and maintain relationships with wealth management firms and financial advisorsExpand adoption within existing clients while identifying and developing new business opportunitiesWork closely with marketing and business development teams to convert inbound and outbound opportunitiesMaintain an accurate pipeline and manage sales activity through CRM systemsCollaborate with internal teams to share client feedback and inform product and growth strategyRepresent the company at industry events and conferences when appropriateStay informed on trends within financial services and wealth management technologyMinimum QualificationsBachelor’s degree or equivalent professional experience4+ years of experience in sales, account management, or business developmentStrong communication and relationship-building skillsAbility to manage multiple client conversations and opportunities simultaneouslyExperience working in a performance-driven sales environmentPreferred ExperienceExperience selling financial technology or software solutionsExperience working with wealth management firms, financial advisors, or RIAsExperience in a startup or high-growth technology environmentStrong interest in financial markets and the evolving wealth management landscape