Remote Salesforce Account Executive — Wealth & Asset Mgmt

FormativGroup, LLC; Wisconsin; Remote; USD 175,000 - 185,000; Full time

Job summary

FormativGroup, LLC is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. This role targets 4-6 million in annual bookings and requires strong executive engagement and cross-functional leadership.

The ideal candidate has 8-10+ years selling complex tech consulting, direct experience with Salesforce Financial Services, and a track record of closing multi-year

Qualifications

• 8-10+ years selling complex technology consulting, platform implementation, or digital transformation services.

Responsibilities

• Develop and execute targeted account and territory strategies spanning the full sales lifecycle from opportunity creation through contract signature and account expansion.
• Drive new-logo acquisition and expand existing accounts across wealth managers, asset managers, banks, credit unions, and other priority financial institutions.
• Build trusted relationships with Salesforce Account Executives, Regional Vice Presidents, Industry Advisors, Solution Engineers, Partner Sales Managers, and other stakeholders aligned to Financial Services and the BWAM segment.
• Lead pursuit strategy and orchestrate appropriate resources across active opportunities.
• Develop account strategies around Wealth and Asset Management priorities, including advisor productivity, client growth and retention, onboarding, service transformation, data modernization, and AI-enabled operating models.
• Identify and pursue Banking opportunities, including customer growth, service transformation, lending, and data and AI modernization.

Skills

Executive relationships

Consultative selling

Full sales lifecycle

Forecasting & pipeline management

New business development

Cross-functional teamwork

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

FormativGroup, LLC is seeking a Salesforce Account Executive - Financial Services to accelerate bookings and expand strategic accounts across Wealth Management, Asset Management, Banking, and related markets. This role targets 4-6 million in annual bookings and requires strong executive engagement and cross-functional leadership.

The ideal candidate has 8-10+ years selling complex tech consulting, direct experience with Salesforce Financial Services, and a track record of closing multi-year