Account Executive (investments)

Marcus Evans Group; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commission potential

Collaborative team culture

Career advancement opportunities

Job summary

A prominent events company is seeking a Chicago-based Account Executive to enhance participation of investment professionals at exclusive wealth management summits. This role focuses on building key relationships and requires a Bachelor's degree along with substantial B2B sales experience. The ideal candidate will excel in a collaborative team culture and possess strong negotiation skills to engage C-level executives.

Qualifications

• Minimum 2 years of success in B2B sales within financial services or alternative investment space.
• Strong familiarity with family office and RIA space; relationships are a plus.
• Outstanding interpersonal and communication skills.

Responsibilities

• Research and build relationships with key investment leaders.
• Communicate the value proposition of attending events.
• Secure attendance from target delegates through outreach.

Skills

B2B sales

Communication

Negotiation

CRM proficiency

Education

Bachelor’s Degree in Finance, Economics or Business

Tools

HubSpot

Job description

We are seeking a Chicago-based, on-site Account Executive to join our team and drive the acquisition of high-level investment professionals to attend our invite-only private wealth management summits. This individual will be responsible for identifying, engaging, and securing participation from Heads of Investments and other senior decision-makers within Limited Partnerships. Your efforts will directly impact the quality, prestige, and success of our events.

Key Responsibilities

• Research, identify, and build relationships with key investment leaders within Private Wealth.
• Effectively communicate the value proposition of attending our alternative investment focused events.
• Secure attendance from target delegates through proactive outreach (calls, email, LinkedIn, and professional networks).
• Maintain and manage a strong pipeline through effective CRM (HubSpot) use and diligent follow-up.
• Collaborate with marketing and content teams to ensure alignment on messaging and audience development strategies.
• Consistently meet and exceed participation and revenue targets.

Qualifications

• A minimum of a Bachelor’s Degree within Finance, Economics or Business.
• 2+ years of success in B2B sales within financial services, investor relations, or the alternative investments space.
• Strong familiarity with the family office and RIA space; existing relationships are a plus.
• Outstanding interpersonal, communication, and negotiation skills, with confidence engaging C-level professionals.
• Self-driven, resilient, highly organized, and comfortable operating in a fast-paced, relationship-driven sales environment.
• Proficiency in CRM platforms and pipeline management best practices. HubSpot experience is an advantage.
• Located in or willing to relocate to Chicago, IL; this is an on-site role.
• Competitive base salary with uncapped commission potential.
• Direct access to the most influential investors and thought leaders in the private wealth and alternative investment space.
• Opportunity to represent premier, market-leading events.
• Collaborative, entrepreneurial team culture in a prestigious Chicago office setting.
• Career advancement opportunities within a high-growth organization.
• Attendance at the top Private Wealth summits in the US.

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.