Senior Enterprise Wealth Tech Account Executive

Nodi

New York (NY)

On-site

USD 150,000 - 210,000

Full time

6 days ago
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Benefits offered by this job

Salary + equity
Performance incentives
Expansion opportunities
Supportive work environment

Job summary

Model ML is seeking a high-impact enterprise sales leader to manage and grow relationships with US wealth managers and private banks, from initial meetings to signed contracts and firm-wide rollout. You will lead complex, multi-stakeholder deals across wirehouses, RIAs, and private banks, driving cross-functional collaboration and renewals.

The role demands a proven track record of closing six-figure contracts, senior-level engagement, and the ability to navigate procurement, legal, and security

Qualifications

  • 5+ years in US wealth management or private banking, or carrying a quota selling enterprise software or data to wealth firms and financial services.
  • Senior relationships at wirehouses, private banks or RIAs.
  • Top-performer record: over quota in most years, with proof.
  • Has closed six-figure contracts with large banks, funds or advisory firms, or led firm-wide programmes.
  • Clear, proactive communicator who escalates early and closes loops.
  • Comfortable operating autonomously in a fast-changing environment.
  • Willingness to travel as needed.

Responsibilities

  • Build and own a pipeline of new logos across wirehouses, private banks and large RIAs in the US.
  • Build relationships with CIO offices and advisor platform and digital leaders, from senior introductions onwards.
  • Run enterprise sales cycles through procurement, legal and security review.
  • Bring in product specialists for demos and pilots, then close.
  • Turn pilots into firm-wide rollouts with our wealth product specialist, and own the renewal.
  • Work with colleagues in EMEA and APAC on global wealth firms.
  • Forecast accurately and hit a quarterly number.

Skills

Enterprise sales
Wealth management knowledge
Quota carrying
Six-figure contracts
Autonomous work
Travel willingness

Job description

Model ML is seeking a high-impact enterprise sales leader to manage and grow relationships with US wealth managers and private banks, from initial meetings to signed contracts and firm-wide rollout. You will lead complex, multi-stakeholder deals across wirehouses, RIAs, and private banks, driving cross-functional collaboration and renewals.

The role demands a proven track record of closing six-figure contracts, senior-level engagement, and the ability to navigate procurement, legal, and security

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