Account Executive

Insight Global; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Insight Global is currently seeking an Account Executive for a leading software wealth management firm in New York. In this role, you will connect with prospective clients to understand their financial objectives and match them with the most suitable advisors in the company's network.

The position plays a vital role in enhancing the financial advisory system and helping clients make informed financial decisions with a company focused on integrity and consumer service.

Responsibilities

• Connect with prospective clients to understand their financial goals.
• Match clients with suitable advisors in the network.
• Help clients make better financial decisions and improve the advisory system.

Skills

Time management

Self-motivation

Collaboration

Adaptability

Education

Bachelor's degree in finance, business or related field

Job description

Key Qualities

• Ability to thrive in a fast paced, dynamic environment
• Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
• Self-motivator with a collaborative spirit
• Flexibility in adapting to new technologies and environments

Nice to Have Skills & Experience

• Bachelor's degree in finance, business or related field

Job Description

One of our top software wealth management clients is looking for an Account Executive for their wealth platform to join their dynamic team. The Account Executive's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Account Executive will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.