Chicago On-Site Account Executive: Private Wealth

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

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.