Strategic Wealth Management Account Executive

MX Technologies, Inc.; Charlotte (NC); On-site; USD 120,000 - 210,000; Full time

Job summary

MX Technologies, Inc. is expanding its Wealth Management presence by hiring an Account Executive to own direct sales in a new territory.

You will build relationships with Heads of Wealth Digital across brokerage firms, RIAs, and wealthtech providers, and drive revenue growth through strategic account planning and multi-quarter expansion. In this role you will collaborate cross-functionally with BD, product, and legal to design and close complex enterprise solutions, while leveraging Salesforce

Qualifications

• 5+ years of direct enterprise or complex deal sales to wealth/investments orgs with quota attainment.
• Deep knowledge of wealth management workflows, ACATS transfers, asset verification, and data management.
• Sales experience in fintech, SaaS, or regulated financial services with enterprise cycles.
• Ability to close multi-six-figure ARR deals with executive decision makers.
• Proficient with Salesforce and disciplined pipeline management & forecasting.
• Proven success opening new markets and scaling revenue from zero to seven figures+.
• Bachelor's degree in business, finance, or related field or equivalent experience.

Responsibilities

• Build and maintain strategic relationships with wealth and investments decision makers across brokerage firms and wealthtech.
• Develop and execute acquisition and expansion strategies around MX use cases: Account Aggregation, ACATS, and Data Enhancement.
• Drive high-margin revenue growth through disciplined sales execution, CRM management, and quarterly account planning.
• Collaborate with BD, sales consultants, product, Deal Desk, and Legal to design, negotiate, and close complex enterprise solutions.
• Identify and develop partnerships to expand MX's reach in wealth space.

Skills

Enterprise sales

Wealth/investments knowledge

Salesforce CRM

Quota attainment

Territory expansion

Pipeline management

Executive communication

Education

Bachelor's degree

Tools

Salesforce

Job description

MX Technologies, Inc. is expanding its Wealth Management presence by hiring an Account Executive to own direct sales in a new territory.

You will build relationships with Heads of Wealth Digital across brokerage firms, RIAs, and wealthtech providers, and drive revenue growth through strategic account planning and multi-quarter expansion. In this role you will collaborate cross-functionally with BD, product, and legal to design and close complex enterprise solutions, while leveraging Salesforce