Account Executive
Taurus Search
Job Description
Account Executive – WealthTech / FinTech (RIA Focus)
\nA 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.
\nThis is an opportunity to join a collaborative and fast-moving team building technology solutions for the wealth management industry.
\n \nAbout You
\nYou 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.
\nYou 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.
\n \nAbout the Role
\nAs 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.
\nYou 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.
\nKey Responsibilities
\n- \n
- Own and manage the full sales cycle from prospecting through closing and client onboarding \n
- Build and maintain relationships with wealth management firms and financial advisors \n
- Expand adoption within existing clients while identifying and developing new business opportunities \n
- Work closely with marketing and business development teams to convert inbound and outbound opportunities \n
- Maintain an accurate pipeline and manage sales activity through CRM systems \n
- Collaborate with internal teams to share client feedback and inform product and growth strategy \n
- Represent the company at industry events and conferences when appropriate \n
- Stay informed on trends within financial services and wealth management technology \n
Minimum Qualifications
\n- \n
- Bachelor’s degree or equivalent professional experience \n
- 4+ years of experience in sales, account management, or business development \n
- Strong communication and relationship-building skills \n
- Ability to manage multiple client conversations and opportunities simultaneously \n
- Experience working in a performance-driven sales environment \n
Preferred Experience
\n- \n
- Experience selling financial technology or software solutions \n
- Experience working with wealth management firms, financial advisors, or RIAs \n
- Experience in a startup or high-growth technology environment \n
- Strong interest in financial markets and the evolving wealth management landscape \n
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Account Executive in Mundelein, IL vacancy
- ...Job Description Job Title: Account Executive Reports to: VP of Sales FLSA Status: Exempt Region: Midwest Division: Sales Team: Practice Area: Sales JOB SUMMARY: Trace3 is seeking a seasoned enterprise Account Executive to grow...SuggestedWork at office
Trace3
Mundelein, IL2 days ago - ...Job Description*This position is hybrid out of our Nashville, TN Office*\n\nWHO WE ARE:\nWe are currently hiring experienced account executives and sales individuals to join our growing teams in offices across the country, including Nashville! An ideal candidate comes...SuggestedFull timeContract workTemporary workCurrently hiringLive outWork at office
Medix
Mundelein, IL4 days ago - ...Job Description Founding Account Executive | US New York City | Full-time | Hybrid About the Company We are helping our client, a fast-growing cybersecurity software company that provides an automated platform for security compliance and risk management. The...SuggestedFull timeContract workFlexible hours
Expert Executive Recruiters
Mundelein, IL4 days ago - ...Job DescriptionAccount Executive – Beverage Alcohol (BevAlc)\n\nSurfside is the advertising operating system built for the retail majority... ...fast-paced, and team-driven. We are seeking a highly motivated Account Executive to grow our Beverage Alcohol business across brands...SuggestedFlexible hours
Surfside
Mundelein, IL1 day ago $47k
Job DescriptionAs a Sales Representative at PLS Logistics Services, you will act as an essential resource for your customers, helping ship their freight across the nation, 24/7/365. The inside sales role comes with the passionate support of our company and your co-workers...SuggestedRelocation packagePLS Logistics Services
Mundelein, IL1 day ago$200k
...Job Description Our client, Sparkhound, is looking for an account executive who wants to own the Baton Rouge market. You'll get leads from our marketing, our business development team and our partners, including Microsoft, and you'll work them fast. But the best sellers...Local areaRelocationNight shiftConnectly Recruiting
Mundelein, IL4 days ago- ...Job DescriptionApply fast, check the full description by scrolling below to find out the full requirements for this role.As an Account Executive, you'll work directly with business owners and decision makers to understand their shipping challenges, identify opportunities...Internship
Unishippers TCP
Mundelein, IL1 day ago $100k - $140k
...professional/managed services.\n\nWe are seeking a high-performing Sales Executive with extensive experience selling integrated technology... ...and strategy to target and secure new customers\n Creation of account plans and participation in account strategy meetings for...For contractorsRemote workVision Technologies Inc
Mundelein, IL1 day ago$60k - $65k
...print and digital advertising to business owners and marketing executives throughout the United States. Our advertising appears in... ...medical insurance for employees and dependents Health Savings Account (HSA) Paid Time Off (PTO) + Sick Time Off Key Responsibilities...Professional Sports Publications
Mundelein, IL2 days ago$50,000 per day
...Job DescriptionB2B Sales Account Executive - Inside B2B Sales\n\nIn-office daily in Loveland, OH\n\n$50K base salary + uncapped residual commission = $65-70K On target 1st year earnings \n\nOur client is an international parcel, freight, and shipping company that partners...Work at officeNaviron
Mundelein, IL2 days ago- ...Job Description SecureAuth Account Executive Location: Must be in Texas or Chicago SecureAuth is an identity and access management company focused on helping organizations secure digital identities and access. Its Agent Authority product addresses a newer...
SecureAuth
Mundelein, IL1 day ago $250k - $300k
...Job Description Hiring: Senior Account Executive | Remote ? I’m partnering with a growing cloud software company serving the life sciences industry to find their next Senior Account Executive. If you enjoy hunting for new business, building relationships, and owning complex...Remote workPursuit
Mundelein, IL1 day ago$47k
Job Description Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. As a Sales Representative at PLS Logistics Services, you will act as an essential resource for your customers, helping ship their...Relocation packagePLS Logistics Services
Mundelein, IL19 hours ago- ...apply with all the requested information, as laid out in the job overview below.Job Summary: Pearson Technology is hiring an Account Executive to build strong client relationships and drive new business in our live event and AV services division. The ideal candidate is...Worldwide
Pearson Technology
Mundelein, IL2 days ago $49k - $70k
...Job Description Entry-Level Recruitment Consultant \n Account Executive-Style Sales Role \n NYC (Financial District) • 5 Days On-Site \n \n Ready to build a sales career with no ceiling on what you can earn? \n Tenth Revolution Group is growing and we're...Permanent employmentFull timeContract workTemporary workInterim roleWork at officeTenth Revolution Group
Mundelein, IL11 days ago- ...manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned accounts with a focus on the Energy industry. Use underwriting tools to determine accurate classifications, rates, and premium charges. Understand...Work at officeFlexible hours
Markel
Mundelein, IL11 days ago - ...Job Description Jr. Account Executive \n Komar, a global leader in the design, sourcing, manufacturing, and distribution of high-quality sleepwear, layering, and intimates is seeking a Jr. Account Executive to join our team at our Jersey City, NJ corporate office....Work at office
Komar
Mundelein, IL4 days ago - ...necessary skills before sending an application.Job Title: Junior Account ExecutiveOur client is a cyber-security powerhouse looking for... ...relationships to best sell the company's servicesManage and execute plans that will drive our client's proposition and obtain new businessDemonstrate...Work experience placementWork at office
Pareto
Mundelein, IL3 days ago $50k - $80k
...000–$220,000, depending on level and performance \n Employment Type: Full-Time \n \n Gentis Solutions is hiring two Account Executives to help grow our client base and expand into new markets. \n \n If you’re early in your sales career, you’ll have hands-...Full timeContract workWork at officeLocal areaRemote workWork from homeMonday to ThursdayFlexible hoursGentis Solutions
Mundelein, IL1 day ago- ...proposition of our solutions and demonstrate how they can solve current challenges \n Collaborate with Marketing to develop and execute inbound sales strategies that align with company objectives. \n Maintain accurate records of all interactions and sales activities...Price workWork at office3 days per week
Teamwork.com
Mundelein, IL11 days ago - ...committed to exceeding evolving customer expectations through tailored solutions and attentive service.\n Role Description The Account Executive is a full-time, on-site role based in Newburyport, MA, responsible for managing and growing a portfolio of retail packaging...Full timeFlexible hours
Packaging Specialties
Mundelein, IL11 days ago - ...Job Description Motion Recruitment is currently hiring for an Enterprise Account Executive. We're looking for a hunter who's tired of the req queue. This isn't a role where you wait for an open position to land in your inbox and go find candidates for it. This is a...Currently hiringWork at office
Motion Recruitment
Mundelein, IL11 days ago - ...Job Description Account Executive, SLED Chicago Market \n Department: Client Engagement \n Reports To: Vice President of Client Engagement \n Location: Chicago,IL \n Type: Full-time \n Position Summary \n The Account Executive is responsible for...Full timeContract workLocal area
Krasan Consulting Services
Mundelein, IL11 days ago $75k - $85k
...maximize available incentives while driving sustainable growth. \n \n Role Overview \n As a Business Development Executive (BDE)/Account Executive, you will drive new business growth by building relationships with C-level executives, founders, and key decision...Work at officeLocal areaLeyton
Mundelein, IL5 days ago$75k
...Job Description \n Treeline, Inc., an award-winning sales recruiting and executive search agency, offering strategic sales staffing and recruitment services for leading companies in the United States and throughout North America. Dedicated to facilitating the placement...Work at officeTreeline, Inc.
Mundelein, IL5 days ago$120k
...skills \n ~ High school diploma or equivalent required. \n ~1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred. \n ~ Previous experience selling agency and non-agency loan products...Base plus commissionCarrington Wholesale
Mundelein, IL18 days ago- ...Job Description Strategic Account Executive | AI Agents | New York (Hybrid) \n \n About the company \n We’re partnering with a high-growth AI company backed by some of the most respected investors in Silicon Valley. They build AI agents that automate complex,...Contract workLive in
Space Executive
Mundelein, IL5 days ago - Job Description This opportunity offers a unique sales advantage: a strong cross-selling environment with access to established relationships across Employee Benefits, PEO, Property & Casualty, and other business partners. \n \n You'll have the opportunity to ...Remote work
Martin Grant Associates, Inc.
Mundelein, ILa month ago $50k
...and we take pride in doing it exceptionally well. \n We’re expanding our team and looking for a motivated, business-minded Account Executive to own a dedicated territory in the Grand Rapids, MI market . This is a pure hunting role —ideal for someone who loves...Thompson Safety
Mundelein, IL23 days ago- ...- preferred \n Minimum 3 years of proven experience in sales or marketing position in FFW/ NVOCC/Carrier shipping. \n Sales Account management & Hunter experience - highly preferred \n Working experience in a local FFW/ global company/ shipping industry - preferred...Temporary workWork experience placementLocal area
ZIM Integrated Shipping Services
Mundelein, IL23 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Executive. Be the first to apply!
