Account Executive
Wealth Access
Account Executive
We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle from outbound prospecting through close. You will work in close partnership with product, implementation, and client success teams to move deals forward and create lasting client relationships.
You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel. This position can be 100% remote or hybrid in our beautiful Nashville, TN location and does require up to 30% travel to client meetings and events.
What You'll Own
- Conduct outbound prospecting and lead generation via phone, email, and social media campaigns
- Qualify sales leads based on client needs and with a partnership mentality
- Build and manage a pipeline by traveling and calling into various levels of an organization identifying the right opportunities and handling objections
- Close enterprise deals and support identification of sales opportunities with existing clients
- Nurture and develop relationships with consultants and industry partners
- Communicate pipeline status and potential closed business to company leadership
- Represent Wealth Access in front of prospects and at market events
Who You Are
- 25 years of full-cycle B2B SaaS sales experience, ideally in FinTech or financial services
- Sales quota attainment for enterprise-level deals throughout sales career
- Proven outbound motion not a pure inbound closer
- Deep familiarity with the bank and wealth management channel; strong existing relationships are a plus
- BA/BS in business, finance, economics, or a related field
- Experienced Salesforce user; CRM-disciplined and consistent in pipeline hygiene
- Genuine curiosity about banking and financial services; domain expertise is a plus, not a requirement
- Coachable, collaborative, and comfortable operating in a high-growth, team-oriented environment
- Comfortable with heavy travel as part of the role
Compensation & Benefits
Wealth Access offers a competitive total compensation package commensurate with experience, qualifications, and market conditions. This role includes:
- Equity participation
- Flexible / unlimited PTO
- Company-funded HSA
- 401(k) with company match
- Paid downtown Nashville parking
- Comprehensive health, dental, and vision benefits
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystemshelping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
Wealth AccessVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Account Executive in Nashville, TN vacancy
- ...Account Executive, Corrections East Nashville, Tennessee, United States Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and...SuggestedRemote work
$220k - $300k
...Enterprise Account Executive (Nashville) Nashville, TN United States Who We Are Verkada is transforming how organizations protect their people and places with an integrated, privacy-sensitive AI-powered platform that includes solutions for video security, access...SuggestedFull timeLive inWork visaFlexible hoursShift work$125k - $250k
...Pubsec Account Executive The PubSec Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers. This role involves...SuggestedWork experience placementWork at officeLocal areaFlexible hours$148.7k - $223.1k
...Territory Account Executive, TN Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn...SuggestedLive inLocal areaRemote workWorldwideFlexible hours- ...Account Executive The Account Executive is responsible for soliciting new business, managing client relationships, overseeing event execution, and ensuring success for our client partners. This role involves business development, sales strategy, contract negotiation...SuggestedContract workTemporary workLocal area
$72.78k - $87.68k
...Account Executive - SI Location: Nashville, TN | Pay Range: $72,777/yr $87,683/yr +commission (Based on experience & qualifications) Account Executive Turn Vision Into Reality with Innovative AV Solutions! At LMG Systems Innovation (LMGSI) , we transform creative...Flexible hours- ...Account Executive Copay is currently looking to hire an Account Executive within our Fleet division. This is an on-site role based in Brentwood, TN. In this role, you will focus on our North American Fuels business, where you will play a crucial part in driving new...Currently hiringWork at officeLocal area
$116.1k - $170k
...National Account Executive Keurig Dr Pepper is looking for a driven and strategic National Account Executive to own our Dollar General business. You'll manage a fast-growing portfolio that includes iconic brands like Mott's and Hawaiian Punchspanning juice, drink mixes...Temporary workWork at office- ...Account Executive Cornerstone Mechanical is seeking a results-driven Account Executive to join our growing team. This individual will play a critical role in developing long-term customer relationships, generating new business, and offering HVAC solutions that meet...Base plus commissionWeekly payWork at officeRemote work
- ...Enterprise Account Executive After successful completion of our training program with the founding sales team, you will take complete ownership of building your own "book" with new and or existing shipper partners. You will represent TransLoop as the main point of contact...Local area
$250k
...beyond perceived limits, support each other, and hold ourselves accountable to delivering results that matter. With over $1B in funding... ...for you. Flock is looking to add a Regional Account Executive to our growing Public Sector sales team. This person will play...Work at officeRemote workWork from homeHome officeFlexible hours- ...Account Executive Lucent Health combines top-tier claims management with a compassionate, human-focused, data-driven care management solution. This approach helps self-insured employers provide care management that enables health plan participants to make smarter, cost...Contract workLocal areaNight shift
$100k
...Account Executive At Xplor, we believe that helping people make the most of each day is the most rewarding way to spend ours. We give small and medium-sized businesses cloud-based, intuitive technology solutions that enable them to manage all the hassles of running...Weekly payLocal areaRemote workVisa sponsorshipFlexible hours- ...Enterprise Account Executive Velocity1 is a fast-growing tech solutions company on a mission to transform business operations through cutting-edge technology. We're looking for an ambitious, results-driven Enterprise Account Executive to join our team and help us expand...Full timeWork at officeLocal areaRemote workFlexible hours
$20k
...Founding Us Account Executive Let's fix hospitality, for good. Running restaurants in the US is brutal - margins are razor thin, waste is high, and teams are stretched to the limit. But it doesn't have to be this hard. That's why we built Nory. Our CEO, Conor,...Contract workHome office- ...to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be among the top 20 largest accounting and consulting firms in the nation and one of the best places to work. We have a community of resources that are ready and willing...Contract workLocal areaFlexible hours
- ...Account Executive As an Account Executive at Ladle, you will be responsible for driving new business by identifying, managing, and closing sales opportunities within our target markets. You will leverage a consultative sales approach to understand customer needs, demonstrate...Local areaRemote workFlexible hours
- ...Account Executive The E.W. Scripps Company is hiring for an Account Executive at WTVF. The Account Executive helps local businesses realize growth opportunities by reaching customers through compelling multi-platform advertising solutions. This full array of advertising...Work at officeLocal area
- ...Senior Account Executive - Systems Come join the team behind some of the most prominent events in the world. From the electrifying energy of EDC, to the epic scale of Metallica's World Tour, to the high-profile production of the NFL Draft. You've seen our work at CES...Full timeTemporary workCasual workWork at officeImmediate startNight shift
- ...Account Executive As an Account Executive of EventWorks, you will manage and expand existing accounts while actively pursuing new local business opportunities. This outside sales role is instrumental in driving revenue growth and ensuring exceptional client satisfaction...Work at officeLocal areaAfternoon shift
- ...Account Executive Do you have the CHOPS? IT Solutions lives its values: Client Success is Our Success, Hungry for the Journey, Ownership Thinking, Passionate Problem Solving, and Surrender the Ego. If your values align, we want you to be a part of a fast-growing Managed...Temporary workLocal areaImmediate startFlexible hours
$350k
...Account Executive We're looking for an experienced Account Executive to join our growing GTM team and drive the next wave of growth at LangChain. In this role, you'll own the full sales cycle helping technical teams at cutting-edge enterprise companies discover, evaluate...Work at officeFlexible hours$100k - $110k
...Account Executive (Sales) Barn2Door is a high growth food+tech startup based in Nashville, TN. We are a B2B tech enablement platform helping Independent Farmers across America manage and grow their business, while removing the middleman. Barn2Door provides software and...Work at officeLocal area- ...Account Executive Drive Social Media is one of the fastest-growing advertising technology companies in the country. Born out of necessity to provide the best return on investment for our partners, Drive Social Media has developed a cloud-based advertising management...Work at officeLocal areaRemote workShift work
- ...Key Account Executive Nashville, Tennessee, United States Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud software...Night shift3 days per week
- ...Account Executive WARE is one of the nation's largest and most expansive boiler rental and service companies. A family-owned business founded in 1952, WARE has experienced continual growth for over 70 years. The company culture strongly rooted in service, growth, and...Full timeWork at officeWork from home
- ...Enterprise Account Executive - Central / South (TN) Remote Nashville, TN At Oasis Security, we're redefining how enterprises manage access in the age of AI. Every organization deploying AI agents is taking on access risks they can't yet see, and the tools they've...Remote work
- ...Account Executive - Nashville Sales (Outside) ExecuSource is seeking a high-energy, results-driven Account Executive to drive revenue growth within an assigned territory for a leading provider of wireless communications and technology solutions. This role is built for...
- ...Account Executive Rose Paving LLC, leads the industry in providing complete parking lot management solutions to commercial and industrial properties nationwide. We offer a collaborative work environment where employees can contribute to impactful projects while enjoying...For subcontractor
$90k - $110k
...Account Executive Opportunity Nashville, Tennessee | Sales DentalMonitoring is a MedTech scale-up in a fast-growing medical field. We are looking for new talent to join our team! If you are an Account Executive with 35+ years of experience, you can help shape the...Temporary workLocal areaRemote workWorldwideFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Account Executive. Be the first to apply!
