Strategic AI WealthTech Account Executive

M62AI; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

M62AI is building AI infrastructure for wealth management and is seeking an outbound-focused sales professional to shape messaging and relationships with RIAs, family-office COOs, and other senior decision-makers. This role emphasizes thoughtful, research-driven outreach and a consultative approach.

You will own the early stages of pipeline development, test messaging, and help define our ideal customer profile while collaborating with founders.

Qualifications

• Experience generating qualified B2B SaaS pipeline.
• Experience selling into wealth management or financial services.
• Strong communication and ability to engage senior decision-makers.

Responsibilities

• Identify and prioritize prospects, building targeted account lists and outbound campaigns.
• Understand each firm’s business by researching assets under management, operating models, and custodial relationships.
• Start meaningful conversations with personalized outreach via email, phone, and LinkedIn.

Skills

B2B SaaS pipeline generation

Sales development / BD

Wealth management / financial services

CRM proficiency (Salesforce / HubSpot)

Prospecting & sales engagement tools

Written & verbal communication

Target senior decision-makers

Tools

Salesforce

HubSpot

Job description

M62AI is building AI infrastructure for wealth management and is seeking an outbound-focused sales professional to shape messaging and relationships with RIAs, family-office COOs, and other senior decision-makers. This role emphasizes thoughtful, research-driven outreach and a consultative approach.

You will own the early stages of pipeline development, test messaging, and help define our ideal customer profile while collaborating with founders.