We're delighted to be partnering with a global financial technology provider delivering secure, enterprise-grade communication and collaboration solutions to the financial services industry. They're seeking an experienced Account Executive to own the full sales cycle and drive new business growth across the wealth management sector.
This role is focused on developing and closing opportunities with private banks, RIAs, asset managers, and investment platforms, working closely with senior stakeholders.
Key Responsibilities
Own the full sales cycle: prospecting, discovery, pitching, negotiation, and close
Develop new business within wealth management and investment firms
Build relationships with senior decision-makers
Run consultative sales processes and tailored demos
Consistently exceed revenue and pipeline targets
Maintain accurate CRM and forecasts
Partner with internal teams to drive deal execution
Requirements
3+ years’ experience in full-cycle FinTech/SaaS sales
Proven success selling into wealth management or asset management
Track record of closing enterprise or mid-market deals
Strong communication and negotiation skills
CRM and modern sales tool experience
If you have the required experience and are up to the challenge, apply now for more information. #J-18808-Ljbffr
This role is focused on developing and closing opportunities with private banks, RIAs, asset managers, and investment platforms, working closely with senior stakeholders.
Key Responsibilities
Own the full sales cycle: prospecting, discovery, pitching, negotiation, and close
Develop new business within wealth management and investment firms
Build relationships with senior decision-makers
Run consultative sales processes and tailored demos
Consistently exceed revenue and pipeline targets
Maintain accurate CRM and forecasts
Partner with internal teams to drive deal execution
Requirements
3+ years’ experience in full-cycle FinTech/SaaS sales
Proven success selling into wealth management or asset management
Track record of closing enterprise or mid-market deals
Strong communication and negotiation skills
CRM and modern sales tool experience
If you have the required experience and are up to the challenge, apply now for more information. #J-18808-Ljbffr