Account Executive, Wealth Management
Core
Drive revenue growth and establish market presence for MX's wealth management solutions (Account Aggregation, ACATS, Investment Data Enhancement) by selling to brokerage firms, RIAs, and wealthtech companies.
Role type
Senior Account Executive (Enterprise Sales)
Builds
Enterprise sales pipelines and long-term client relationships in the wealth and investments sector
Domain
Fintech / Wealth Management / Financial Services
Required skills
Enterprise sales, complex deal closing, quota attainment, ACATS/asset verification knowledge, account aggregation expertise, CRM management, territory expansion, executive stakeholder management
Preferred skills
Fintech/SaaS sales experience, strategic account planning, partner enablement
Technologies
Salesforce
Responsibilities
Build strategic relationships with Heads of Wealth Digital; Develop acquisition strategies for core use cases; Drive high-margin revenue growth; Partner cross-functionally to close enterprise deals; Identify emerging distribution partnerships
Seniority
Senior, hands-on IC