Wealth Tech Enterprise Account Executive

MX Technologies, Inc.; Lehi (UT); On-site; USD 120,000 - 180,000; Full time

Job summary

MX Technologies, Inc. is expanding its wealth management coverage in the United States, seeking an Account Executive to lead direct sales with brokerage firms, RIAs, and wealthtech partners.

You will own end-to-end selling cycles, articulate MX use cases like Account Aggregation, ACATS asset verification, and data enhancement, and drive multi-six-figure ARR with executive stakeholders.

Qualifications

• Bachelor's degree or equivalent in business, finance, or related field.
• 5+ years of direct enterprise or complex deal sales in wealth/investments.
• Experience with fintech/SaaS and enterprise sales cycles.
• Proven ability to close multi-six-figure ARR deals with executives.

Responsibilities

• Build and maintain strategic relationships with key wealth and investments decision makers (Heads of Wealth Digital) across brokerage firms and wealthtech.
• Develop and execute acquisition and expansion strategies anchored in MX's core use cases: Account Aggregation, Account Verification (ACATS), and Investment Data Enhancement.
• Drive high-margin revenue growth through disciplined sales execution, CRM management, deal assessment, and long-term account expansion planning.
• Partner cross-functionally with business development, product, Deal Desk, and Legal to design, negotiate, and close complex enterprise solutions.
• Identify and develop distribution partnerships with wealth technology companies to expand MX's reach into wealth space.

Skills

Enterprise sales

CRM proficiency

Account management

Strategic selling

Relationship building

Education

Bachelor's degree or equivalent in business/finance

Tools

Salesforce

Job description

MX Technologies, Inc. is expanding its wealth management coverage in the United States, seeking an Account Executive to lead direct sales with brokerage firms, RIAs, and wealthtech partners.

You will own end-to-end selling cycles, articulate MX use cases like Account Aggregation, ACATS asset verification, and data enhancement, and drive multi-six-figure ARR with executive stakeholders.