Client Executive - Financial Services
$131.2k - $199.9kPegasystems
As a Client Executive at Pega, you will lead enterprise sales engagements that help global brands apply AI to reimagine how their most critical work gets done, deliver predictable outcomes with predictable costs, and evolve their operations without breaking what works. Pega is the AI software for the decisions and processes enterprises can't afford to get wrong. You’ll work with clients to turn AI’s potential into decisions and processes they can trust at scale. In this senior enterprise software sales role, you will develop client relationships in both new and existing buying centers. Success in this role is defined by how you think, listen, and lead. Our top performers stand out through curiosity, strong discovery, prospecting instincts, compelling storytelling, business orchestration, and the ability to lead multi-level decision makers through ambiguity. Picture Yourself at Pega: You’ll own and advise C-levelexecutives on digital transformation while shaping industry conversations through thought leadership.You’lldrive Pega’s most strategicclient transformation initiatives, build executive networks, andleadprospecting—owningthe full sales cycle from pipeline creation to close for our industry leading solutions. What You'll Do at Pega: Lead a cross-functional Client Growth team across the enterprise sales cycle. Open new buying centers via proactive hunting within strategic Financial Services accounts, adapt and own deal strategy end to end with support from adjacent teams. Story-tell connecting business challenges to clear, measurable outcomes. Orchestrate and influence internal cross functional teams as well as co-sell via ecosystem partners. Translate client challenges into market insight that inform Pega’s GTM and product evolution. Demonstrate accountability and adaptability with a growth mindset, embracing new ideas in this rapidly evolving marketplace to improve results for Pega and Clients. Who You Are: You are a senior consultative enterprise seller who thrives in ambiguity, builds trust quickly with executive stakeholders, and converts strategy into action. You love to build new relationships showcasing the power of what technology can do to transform their client outcomes. You are AI-curious, with enough technical fluency to be credible in modern enterprise conversations - relationship selling alone is not enough. You can engage meaningfully on topics including AI, workflow and platform architecture. You are outcome driven and lean into a growth mindset by being commercially sharp and motivated to solve real business problems at scale. You can pivot quickly and are always prepared, comfortably leading an executive briefing, client workshop, internal presentation or deal review. You operate with a team-first mindset, are highly accountable, and consistently elevate those around you. What You've Accomplished: 5+ years of experience in enterprise software, AI, workflow or platform sales. Track record of adapting your sales approach to differing client contexts. Adept at credibly discussing a client’s AI architecture. Proven success leading and closing complex, multi-stakeholder enterprise deals, including shaping opportunities from early discovery, proactive prospecting through execution. Proven success hunting and prospecting into large, multi-complex Financial Services environments looking to expand upon an existing software base or entirely into a greenfield business line. Credibility with C suite leaders, partners and ecosystems to land and expand enterprise change. Evidence of influencing outcomes without relying on brand recognition or legacy relationships. Gartner and Forrester Analyst acclaimed technology leadership in a massive emerging market. AI first Growth Mindset organization investing and future-proofing the skills and experiences of our workforce. The world’s most innovative organizations as reference-able clients. Fast-paced, exciting, collaborative, and rewarding sales environment with strong recognition culture. Competitive salary, uncapped commission targets and Pega equity. Additional Information Base salary range for this role is 131,200 - 199,900 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives. The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage. Job Category: Sales Location: US - Massachusetts - Remote Job ID: 23964 AI in Action – Responsible Use of AI in Recruitment Pega embraces the responsible use of artificial intelligence (AI) to improve efficiency, consistency, and fairness across our business. We encourage thoughtful and ethical adoption of AI technologies that support people—not replace them. We may use AI‑enabled tools in our recruitment process. These tools are designed to assist us by providing insights and operational support. All hiring decisions are made based on human review and judgment. You may have the right to request human review, provide additional information, or raise questions about how such tools are used. Culture At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes. We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role. As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law. This same mindset shapes how we work, encouraging curiosity, continuous learning, and smarter ways of working with AI. At Pegasystems, we believe the best ideas come from curious people who embrace change, learn continuously, and use AI to work smarter and move faster. Guided by our values, we bring a growth mindset to every challenge and create lasting impact together. Export Compliance For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals. Accommodations If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits. Labor Condition Applications GDPR Candidate Privacy Notice Pegasystems Limited UK Gender Pay Gap Statement EEO/AA Policy Statement Your Employee Rights Under the Family and Medical Leave Act E-Verify Notice Employee Polygraph Protection Act Rights #J-18808-Ljbffr Pegasystems
$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships with clients? If so, a career as a Client...SuggestedShift work$60k - $130k
...established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as... .... The Firm oversees $224 billion in client assets as of June 30, 2026. Position... ...current client portfolio matters Executing the daily client operational tasks including...SuggestedWork at officeLocal area- ...Job Title Client Engagement Onboarding Manager Job Description Join our team where your passion for exceptional service meets the power of one of the world's most trusted financial institutions. You'll shape the onboarding experience for high-net-worth clients...SuggestedWork at officeRemote workWork visaDay shift
$120k - $135k
Select how often (in days) to receive an alert: Client Relationship Manager Requisition ID: 48442 Business Unit: Fitch Learning... ...US Date Posted: Aug 9, 2026 Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, we deliver learning...SuggestedTemporary workApprenticeshipWork at officeImmediate start3 days per week$150k - $175k
## Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)... ...best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits... ...wellness, and drive timely execution of ongoing plan governance, benchmarking...SuggestedLocal area- ...overseeing day-to-day processing, client support, operational quality,... ...aspects of client account servicing, inquiries, transactional... ...reviewed and documented.Lead the execution of trade maintenance... ...success. As a leading global financial services company at the heart...Work experience placementLocal areaWorldwideFlexible hours
- ## Wealth Management Client Relationship ManagerApplyremote type: Hybrid Flexlocations:... ...their practice through referrals to deliver financial solutions that ignite the dreams of the... ...Advisors in delivering client service and supporting high-net worth clients. Working...Work experience placement
- ...seeking a Relationship Manager to strengthen client relationships and support branch teams. You will help keep Financial Consultants organized and aligned with client... ...clients daily and deliver highly personalized service within a deadline-driven, compliant environment...
- Kforce, Inc. in King of Prussia, PA is seeking a Sr Account Executive to deliver creative, cost-effective solutions for our clients and to develop lasting in-person relationships within technology, finance, and accounting sectors. This role requires 5-8 years of sales-related...Work at office
- ...leader in wealth management and banking services, seeks a skilled professional to coordinate... .... Ideal candidates have 5+ years in financial servicing or related experience, will work... ...and administrators, and support client servicing events with attention to #J-1...
- ...StatesPosted: 2026-08-14Lead Strategic Food Service Operations at Hackensack Meridian Health NEW SALE! Sodexo is seeking a Client Executive 2 (Single Client) to lead food service... ...mindset with strong business and financial acumen, with a skillset for interpreting...Contract workLocal areaWorldwide
$128.55k - $222.82k
...Director (RSD) is a senior, client-facing sales leader responsible... ..., and high-impact renewal execution. This role serves as the strategic... ...non-qualified plans Strong financial acumen applied to pricing... ...leading international financial services provider, helping people make...Full timeContract workTemporary workRemote workFlexible hours$55k - $60k
...opportunities for our students. The VCU Financial Success Center by Virginia Credit Union... ...team. Collaborate with student staff to execute key programmatic initiatives and outreach... ...with Financial Success Center services. Oversee the Center’s monthly newsletter...Full timeMonday to FridayFlexible hoursAfternoon shift- CG Financial Services is seeking a detail-oriented Project Manager to lead initiatives from initiation to completion, including a data lake and CRM migration. You will plan, execute, and deliver projects on time, within budget, and aligned with company goals. Responsibilities...
$106.5k - $195.1k
...Angeles, New York. Job Overview EY is a global professional services firm with a dedicated Financial Services Organization. In the Private Tax practice, we... ...for complex family and business structures. Support clients in wealth transfer, succession planning, and governance...Work experience placementPrivate practiceSummer holidayImmediate startFlexible hours$100k - $110k
...Client Success Executive At MYITCREW, we don't just serve clients we partner with them. As a Client Success Executive, you'll be the strategic... ...Serve as the non-technical escalation point for service concerns facilitating internal resolution across Service, TAM...Contract work- RCM&D in Washington, DC is seeking a Client Executive, Commercial to manage a significant book of business... ...with hands-on leadership across client service teams. You will lead annual planning, interpret carrier data and financials, develop client reports, and support...
- Client Executive, Commercial - Job Description Position Summary The Client Executive, Commercial... ..., aligns insurance programs with financial and organizational goals, and provides... ...-on leader, overseeing multiple client service teams, driving operational efficiency,...Work at office
$140k - $160k
Client Executive - AI - Global Service Provider #26-1758 Eligible Work Locations Why WWT? At World Wide Technology, we work together to make a new... ...Centers, Employee Assistance Program, Wellness program Financial Benefits: Competitive pay, Profit Sharing, 401k Plan...Full timeLocal area- Client Executive - Private Client Services (Remote) Oregon, USA Washington, USA Job Description Posted Monday, August 17, 2026 at 7:00 AM Alliant Insurance... ...now and in the future, including a very competitive financial package. We encourage you to explore what we have to...Remote jobWork experience placementWork at officeLocal area
- ...ve expanded into software and services to sustainably power the... ...legacy of innovation to deliver client-centric and digitally-driven... ...and technology offerings and financial services are essential workplace... ...an experienced Client Executive to support the greater Richmond...Full timeWork at officeLocal areaFlexible hours
- Alliant Insurance Services seeks a Client Executive for Private Client Services to manage assigned accounts and lead service teams remotely across multiple states. The role focuses on servicing, renewal business, and strategic cross-selling to high-net-worth clients. The...Remote job
$151.4k - $311k
Position Summary Deloitte Services LP is seeking high-performing... ...focus on one or two specific clients and have responsibility for... ....The Client Relationship Executive (CRE) is responsible for building... ...that the client business and financial plan is developed, monitored...- ## Sr. Client Executive, Employee Benefits-Middle MarketApplylocations: Birmingham, Alabama, UStime type: Full timeposted on: Posted Todayjob requisition id: JR110055CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise...Contract work
- Merceradvisors is looking for a Relationship Manager I in Oklahoma. This strategic role focuses on client experience and service excellence within the Wealth Management team. Responsibilities include ensuring service commitments are met and fostering client relationships...
- ...a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships...
- ...cultivate deep relationships with Members of Congress and key regulators, and drive Stripe’s federal strategy across payments and financial services. In this role, you will build cross-functional teams, translate policy into actionable guidance for product and legal teams,...
- PNC Financial Services Group, Inc. is seeking a Relationship Manager II for Small Business Banking in Greensburg, PA and nearby locations. You will manage a client book, grow revenue, and coordinate a broad set of bank solutions for middle-market clients. You will work...
$250k - $300k
...provider of IT solutions and services. Over 17,000 Organizations Worldwide... .... Health, wellness, and financial benefits to offer peace of... ...The Global Sales Sr. Account Executive will master SHI's value proposition... ...as a key liaison between clients and SHI, managing high-level...Contract workWork experience placementWork at officeLocal areaWorldwideFlexible hours- ...sign integrity and ad pricing and signage, and managing new, discontinued, and all other tags and signs. Service Desk Procedures – I supervise Service Desk and financial services procedures including providing tills, opening and closing the service desk, selling financial...Flexible hoursShift workAfternoon shift
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