Account Executive (investments)

Marcus Evans Group; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Direct access to influential investors

Collaborative team culture

Career advancement opportunities

Job summary

A global business intelligence and event marketing firm is seeking a Chicago-based Account Executive to drive attendance at exclusive private wealth management summits. The role involves building relationships with senior investment professionals and reaching participation goals. Ideal candidates should have a Bachelor's degree in Finance, Economics, or Business, along with over 2 years of B2B sales experience. This full-time position offers a competitive salary with uncapped commission potential and opportunities for career advancement.

Qualifications

• Minimum of 2 years in B2B sales within financial services or alternative investments.
• Strong familiarity with family offices and RIAs; existing relationships are a plus.
• Self-driven and highly organized in a fast-paced sales environment.

Responsibilities

• Research and build relationships with investment leaders.
• Communicate the value of attending investment events.
• Secure attendance through proactive outreach.
• Manage a strong pipeline using CRM effectively.
• Collaborate with marketing for alignment on strategies.
• Meet and exceed participation and revenue targets.

Skills

B2B sales success

Interpersonal skills

Communication skills

Negotiation skills

Pipeline management

Education

Bachelor’s Degree in Finance, Economics or Business

Tools

HubSpot

Job description

Overview

Marcus Evans, founded in 1983, is a global business intelligence and event marketing company, with 49 offices in 20+ countries. Headquartered in the UK, we are rated in the top 20 UK companies for work/life balance.

We are a leading provider of exclusive, high-level summits designed to connect sophisticated private wealth investors with premier opportunities in the private markets. Our events serve the unique needs of the private wealth management community, with a focus on single family offices, multi-family offices, and fee-only Registered Investment Advisors (RIAs).

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.

Seniority level

Entry level

Employment type

Full-time

Job function

• Sales and Business Development
• Industries: Events Services

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