Remote Salesforce FS Account Exec: Wealth & Asset Growth

FormativGroup, LLC; Central City (CO); Remote; USD 150,000 - 230,000; Full time

Job summary

FormativGroup is seeking an accomplished Salesforce-focused Account Executive in a remote role to accelerate bookings and expand strategic accounts in Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, develop executive relationships, and orchestrate internal and partner teams to close complex consulting engagements.

The role emphasizes consultative selling, strong Salesforce Financial Services ties, and a practical understanding of industry business models

Qualifications

• 8-10+ years of success selling complex technology consulting, platform implementation, or digital transformation services to mid-sized and enterprise clients.
• Experience selling to Wealth Management, Asset Management, Banking, or related financial-services organizations desired.
• Proven track record of acquiring new clients and expanding strategic accounts.
• Strong executive communication and stakeholder management capabilities.

Responsibilities

• Develop and execute targeted account and territory strategies across the full sales lifecycle—from opportunity creation to contract signature and account expansion.
• Drive new-logo acquisition and expand existing accounts within wealth managers, asset managers, banks, and other financial institutions.
• Build and maintain relationships with Salesforce AE staff and internal partners to align with Financial Services initiatives.
• Lead pursuit strategy and coordinate resources across presales, industry SMEs, solution engineering, alliance, delivery, and executives.
• Establish account strategies aligned to Wealth/Asset Management priorities and data/AI modernization.
• Secure large, multi-year engagements with profitability targets and disciplined commercial governance.
• Maintain a strong, qualified sales pipeline with coverage targets (3-4x annual bookings).

Skills

Relationship selling

Executive relationships

Consultative selling

Forecasting

Pipeline management

Negotiation

Account strategy

Cross-functional collaboration

Closing complex deals

Global delivery coordination

Education

Bachelor's degree in Business/IT or related field

MBA or advanced degree preferred

Job description

FormativGroup is seeking an accomplished Salesforce-focused Account Executive in a remote role to accelerate bookings and expand strategic accounts in Wealth Management, Asset Management, and Banking. You will own the full sales lifecycle, develop executive relationships, and orchestrate internal and partner teams to close complex consulting engagements.

The role emphasizes consultative selling, strong Salesforce Financial Services ties, and a practical understanding of industry business models