Account Executive, Financial Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Account Executive, Financial Services based in United States.

This is a high-impact, new-business sales role focused on expanding SaaS solutions across the Wealth, Trust, and Registered Investment Advisor (RIA) sectors. You will own the full sales cycle, from self-sourced prospecting and discovery through negotiation and closing, while engaging senior decision-makers across financial services organizations. The role requires a strong understanding of compliance, risk, vendor management, cybersecurity, and operational efficiency challenges. You will use a consultative, outcomes-focused approach to connect technology capabilities with measurable business value. As a dedicated hunter, you will build your own pipeline, navigate complex buying processes, and maintain disciplined forecasting. The environment is fast-paced and collaborative, offering significant ownership and the opportunity to help financial institutions become more resilient and efficient.

Accountabilities:

• Own the full sales cycle for SaaS-based risk, compliance, and third-party management solutions, from prospecting and qualification through discovery, proposal, negotiation, and closing with Wealth, Trust, and RIA organizations.
• Identify, develop, and close new-logo opportunities through proactive outbound prospecting, referrals, strategic partnerships, and other pipeline-generation activities.
• Build and maintain a healthy pipeline of qualified opportunities, ensuring accurate deal progression, strong forecasting discipline, and consistent visibility into expected revenue.
• Conduct consultative discovery conversations with senior leaders to understand regulatory, compliance, operational, cybersecurity, vendor-management, and efficiency challenges and connect those needs to appropriate solutions.
• Develop compelling, outcomes-based sales narratives that clearly communicate business value, return on investment, and the practical impact of technology on customer organizations.
• Navigate multi-threaded and complex sales cycles by building relationships across technical, operational, compliance, and executive stakeholders and maintaining momentum throughout the buying process.
• Collaborate closely with Marketing, Sales Development, Product, Partnerships, and other internal teams to align messaging, coordinate execution, and maximize opportunities.
• Maintain accurate pipeline activity, forecasting, and deal information in Salesforce to support effective sales management and business visibility.
• Consistently achieve or exceed quarterly and annual annual recurring revenue (ARR) targets through disciplined prospecting, opportunity management, and closing execution.

Requirements:

• Bring at least 5 years of SaaS sales experience, with 2 or more years selling into Wealth, Trust, or RIA organizations strongly preferred.
• Demonstrated success in new-logo acquisition roles, including experience managing annual sales quotas of $600,000 or more in ARR.
• Proven ability to independently generate a significant portion of pipeline, with experience self-sourcing at least half of qualified opportunities through outbound prospecting and relationship development.
• Experience selling compliance, risk management, vendor management, workflow automation, or comparable business software is a strong advantage.
• Strong understanding of complex, multi-stakeholder sales processes and the ability to navigate lengthy buying cycles while maintaining executive engagement and deal momentum.
• Excellent discovery, storytelling, presentation, and consultative selling skills, with the ability to translate technical capabilities into clear business outcomes for both technical and non-technical audiences.
• Comfortable engaging C-level and senior decision-makers, including Chief Compliance Officers, COOs, CTOs, Risk Officers, and other executive stakeholders.
• Strong knowledge of the operational challenges facing Wealth, Trust, and RIA organizations, particularly in areas such as compliance, cybersecurity, vendor oversight, and operational efficiency.
• Highly resilient, proactive, accountable, and disciplined, with the ability to remain motivated through complex sales cycles and consistently pursue ambitious goals.
• Team-oriented, coachable, curious, and comfortable working within established sales processes while taking ownership of individual performance.
• High integrity and a genuine interest in understanding customer challenges and helping organizations solve meaningful business problems.
• Bachelor’s degree or equivalent professional experience.

Benefits:

• Fast-paced and collaborative work environment with opportunities for professional growth.
• Responsible PTO plan that meets or exceeds applicable state and local medical and family leave requirements.
• 11 paid company holidays.
• Community and social events designed to support connection and team engagement.
• Mental health benefits and wellbeing support.
• Medical, dental, and vision insurance.
• Company-paid group life insurance, short-term disability, and long-term disability coverage.
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
• Supplemental Aflac benefits, including critical illness, cancer protection, and hospital coverage.
• Pet insurance.
• 401(k) retirement plan with company match and eligibility beginning on the first day of employment.
• Two paid volunteer time-off days.
• Additional employee benefits and programs designed to support health, financial wellbeing, flexibility, and work-life balance.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.