Strategic Enterprise Account Executive – WealthTech (Hybrid)

YCharts

United States

Hybrid

USD 100,000 - 130,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

100% employer-paid health, dental, and vision insurance
401(k) match
Flexible time off
Paid parental leave
Professional development stipend
Recognition programs

Job summary

A leading fintech company is looking for an Enterprise Account Executive to manage strategic accounts in the wealth management sector. This role requires strong relationship-building skills and a hunter mentality for outbound sales. The successful candidate will engage with decision-makers, navigate complex sales cycles, and attend industry events to cultivate opportunities. A competitive salary range is offered alongside extensive employer-paid benefits, including health insurance and a hybrid work schedule.

Qualifications

  • 3–5+ years of proven success in enterprise SaaS or fintech sales.
  • Self-starter generating pipeline through outbound prospecting.
  • Strong relationships with executive presence.

Responsibilities

  • Own a strategic territory of enterprise accounts.
  • Collaborate with Enterprise SDR for coordinated campaigns.
  • Proactively travel to deepen relationships and attend events.

Skills

Enterprise SaaS sales experience
Outbound prospecting
Building relationships
Navigating complex sales cycles
Investment workflows understanding

Job description

A leading fintech company is looking for an Enterprise Account Executive to manage strategic accounts in the wealth management sector. This role requires strong relationship-building skills and a hunter mentality for outbound sales. The successful candidate will engage with decision-makers, navigate complex sales cycles, and attend industry events to cultivate opportunities. A competitive salary range is offered alongside extensive employer-paid benefits, including health insurance and a hybrid work schedule.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Hybrid Enterprise Account Executive - FinTech
Hybrid Enterprise Account Executive - FinTech

Cube • New York (NY)

Hybrid
USD 125,000 - 150,000
100% covered employee medical, dental, and vision insurance
Flexible paid vacation time
Stock options for full-time employees
+2
Enterprise Account Executive – Strategic Growth (Hybrid)
Enterprise Account Executive – Strategic Growth (Hybrid)

WinsAbove • New York (NY)

Hybrid
USD 182,000 - 237,000
Equity
401(k) plan
Medical, dental, and vision benefits
+1
Strategic Enterprise Account Executive - WealthTech
Strategic Enterprise Account Executive - WealthTech

Addepar • United States

Remote
USD 149,000 - 223,000
Strategic Enterprise Account Executive, Wealth Tech
Strategic Enterprise Account Executive, Wealth Tech

Investcloud,-Inc • United States

On-site
USD 170,000 - 187,000
Enterprise Account Executive - Fintech & Financial Services
Enterprise Account Executive - Fintech & Financial Services

Qualitate • New York (NY)

Hybrid
USD 100,000 - 150,000
Health coverage
Flexible PTO
Paid holidays
+1
Enterprise Account Executive - Remote/Hybrid + Equity
Enterprise Account Executive - Remote/Hybrid + Equity

Wealth Access • United States

Hybrid
USD 80,000 - 120,000
Equity participation
Flexible / unlimited PTO
Company‑funded HSA
+3
Strategic Financial Services Enterprise Account Executive
Strategic Financial Services Enterprise Account Executive

Salesforce • New York (NY)

On-site
USD 132,000 - 268,000
Health insurance
Monthly wellness allowance
Flexible time off
+2
WealthTech Enterprise Account Executive
WealthTech Enterprise Account Executive

Advisor360 • Northern (KY)

Hybrid
USD 150,000 - 174,000
Health benefits (dental, life, and 장애)
Unlimited PTO
Equity opportunity
+1
Strategic Accounts Executive — Hybrid & Equity
Strategic Accounts Executive — Hybrid & Equity

PrimeRevenue • Atlanta (GA)

Hybrid
USD 70,000 - 80,000
Enterprise Fintech Account Executive - Hunter, C-Suite Wins
Enterprise Fintech Account Executive - Hunter, C-Suite Wins

Storm2 • United States

On-site
USD 150,000 - 160,000