Wealth Tech Enterprise Account Executive

MX; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

MX is a fintech company expanding its presence in wealth management by targeting brokerages, RIAs, broker-dealers, and wealthtech providers. As Account Executive, you will identify high-priority business needs and champion MX solutions to drive measurable outcomes, owning direct sales in this territory.

You will build strategic relationships with key decision makers, develop acquisition and expansion strategies around MX core use cases like account aggregation, verification, and data

Qualifications

• 5+ years of direct enterprise or complex deal sales in wealth/investments.
• Knowledge of ACATS transfers, asset verification, aggregation.
• Experience selling fintech, SaaS, to enterprise customers.
• Proven success closing multi-six-figure ARR deals with executives.

Responsibilities

• Build relationships with Heads of Wealth Digital at brokerages and wealthtech firms.
• Develop and execute acquisition and expansion strategies around MX core use cases.
• Drive high-margin revenue with disciplined sales, CRM management, and forecasting.
• Collaborate with BD, product, deal desk, and legal to close complex enterprise deals.
• Identify partnerships to expand MX's reach in wealth and investments.

Skills

Enterprise sales

Wealth industry knowledge

Fintech SaaS

CRM management

Sales forecasting

Market expansion

Quota attainment

Education

Bachelor's degree

Tools

Salesforce

Job description

MX is a fintech company expanding its presence in wealth management by targeting brokerages, RIAs, broker-dealers, and wealthtech providers. As Account Executive, you will identify high-priority business needs and champion MX solutions to drive measurable outcomes, owning direct sales in this territory.

You will build strategic relationships with key decision makers, develop acquisition and expansion strategies around MX core use cases like account aggregation, verification, and data