Account Executive

Job Description

Account Executive – WealthTech / FinTech (RIA Focus)

A 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.

This is an opportunity to join a collaborative and fast-moving team building technology solutions for the wealth management industry.

About You

You 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.

You 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.

About the Role

As 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.

You 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.

Key Responsibilities

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• Own and manage the full sales cycle from prospecting through closing and client onboarding
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• Build and maintain relationships with wealth management firms and financial advisors
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• Expand adoption within existing clients while identifying and developing new business opportunities
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• Work closely with marketing and business development teams to convert inbound and outbound opportunities
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• Maintain an accurate pipeline and manage sales activity through CRM systems
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• Collaborate with internal teams to share client feedback and inform product and growth strategy
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• Represent the company at industry events and conferences when appropriate
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• Stay informed on trends within financial services and wealth management technology
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Minimum Qualifications

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• Bachelor’s degree or equivalent professional experience
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• 4+ years of experience in sales, account management, or business development
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• Strong communication and relationship-building skills
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• Ability to manage multiple client conversations and opportunities simultaneously
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• Experience working in a performance-driven sales environment
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Preferred Experience

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• Experience selling financial technology or software solutions
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• Experience working with wealth management firms, financial advisors, or RIAs
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• Experience in a startup or high-growth technology environment
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• Strong interest in financial markets and the evolving wealth management landscape
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