VP, Enterprise Accounts – WealthTech Growth

Selby Jennings; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

Selby Jennings seeks a VP, Account Management in WealthTech to lead an Enterprise Account Management team, driving revenue growth and client retention across a portfolio of large financial services clients.

You will focus on upsell and cross-sell within existing enterprise relationships, while developing high-performing leaders and strategic partnerships with banks, broker-dealers, RIAs, and wealth management firms.

Qualifications

• 10+ years of enterprise SaaS sales or account management leadership within financial services.
• Proven track record closing $500K+ enterprise expansion, renewal, upsell, and cross-sell deals.
• Experience selling wealth management or related fintech solutions; MEDDIC or similar methodologies.

Responsibilities

• Lead a team of Enterprise Account Managers to grow revenue and retain clients.
• Drive upsell and cross-sell within existing enterprise relationships.
• Develop commercial strategy and build future sales leaders.
• Engage with banks, broker-dealers, RIAs, and wealth management firms to expand partnerships.

Skills

Enterprise SaaS sales

Account management leadership

C-suite engagement

MEDDIC methodology

Wealth fintech domain

Upsell and cross-sell leadership

Job description

Selby Jennings seeks a VP, Account Management in WealthTech to lead an Enterprise Account Management team, driving revenue growth and client retention across a portfolio of large financial services clients.

You will focus on upsell and cross-sell within existing enterprise relationships, while developing high-performing leaders and strategic partnerships with banks, broker-dealers, RIAs, and wealth management firms.