Sr. Account Executive

We are seeking a Senior Account Executive to drive expansion within institutional financial services markets. This role owns the full sales cycle, including cold outreach, pipeline development, deal management, and contract negotiation, with a focus on banks, broker‑dealers, RIAs, and wealth management firms.
This is a high‑impact position supporting strategic growth initiatives. The ideal candidate is a strategic, outbound‑oriented seller with strong communication skills and a desire to build and scale within a collaborative, high‑performing team.
KEY RESPONSIBILITIES

Own the sales pipeline end‑to‑end by prospecting, qualifying, nurturing, and closing new business with financial institutions, including banks, broker‑dealers, RIAs, and wealth managers through outbound outreach, networking, and strategic prospecting
Develop and execute tailored sales strategies to exceed revenue and growth targets
Build and maintain strong relationships with senior executives, wealth managers, operations leaders, and compliance stakeholders by positioning yourself as a trusted advisor who understands business challenges before presenting solutions
Establish credibility as a subject‑matter expert on annuities, life insurance, and financial technology trends, effectively differentiating solutions in competitive sales cycles
Navigate complex, multi‑stakeholder decision processes while maintaining accurate pipeline reporting, forecasting, and activity tracking
Partner closely with marketing, product, and customer success teams to ensure strong alignment and qualification throughout the sales process
Represent the organization at industry conferences, trade shows, roundtables, and other events as needed to close new business and expand market presence
REQUIREMENTS

Proven outbound hunter with the ability to build a pipeline from zero and thrive in environments requiring cold outreach, persistence, and relationship development without warm lead handoffs
Experience selling technology, data, or SaaS‑based solutions (preferred but not required)
Familiarity with financial services environments, including asset management, fixed income, portfolio management, and wealth management ecosystems
Demonstrated history of consistently exceeding sales targets within long, complex sales cycles
Exceptional communication, presentation, and negotiation skills, with the ability to clearly articulate complex concepts to non‑technical and executive audiences

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