WealthTech Enterprise Account Executive

MX; Charlotte (NC); On-site; USD 120,000 - 220,000; Full time

Job summary

MX is a fintech company empowering financial experiences for banks, credit unions, and wealth platforms. We’re expanding into wealth management and building a dedicated sales engine to win strategic partnerships with RIAs, broker-dealers, and wealth tech providers.

The Account Executive, Wealth Management will own the territory, drive multi-tier engagements, and close high-value ARR deals by aligning MX solutions with client goals and timelines.

Qualifications

• 5+ years of direct enterprise or complex deal sales to wealth/investments orgs.
• Deep knowledge of wealth management workflows, ACATS transfers, asset verification, account aggregation.
• Experience in fintech/SaaS with enterprise sales cycles.
• Proven ability to close multi-six-figure ARR deals with executive buyers.
• Proficiency with CRM systems and disciplined pipeline management.

Responsibilities

• Build and maintain strategic relationships with wealth/ investments decision makers.
• Develop and execute acquisition and expansion strategies anchored in MX core use cases.
• Drive high-margin revenue growth through disciplined sales execution and forecasting.
• Collaborate cross-functionally to design, negotiate, and close complex enterprise solutions.
• Identify and develop partnerships to expand MX's wealth space reach.

Skills

Enterprise sales

Wealth/investments domain

SaaS/fintech sales

CRM/sales forecasting

Deal closing

Education

Bachelor's degree in business/finance

Tools

Salesforce

Job description

MX is a fintech company empowering financial experiences for banks, credit unions, and wealth platforms. We’re expanding into wealth management and building a dedicated sales engine to win strategic partnerships with RIAs, broker-dealers, and wealth tech providers.

The Account Executive, Wealth Management will own the territory, drive multi-tier engagements, and close high-value ARR deals by aligning MX solutions with client goals and timelines.