Enterprise Account Executive - Wealth Management
- New York
- Permanent
- Go To Market (GTM)
- RHa14-1612456
- 14/08/2025
Enterprise Account Executive
Must have wealth management industry experience
US Remote
$160,000 - $200,000 + competitive benefits and 401(k) match.
The Opportunity
Join a global leader in financial technology that powers digital transformation for wealth managers, banks, and investment firms worldwide helping manage over $6 trillion in assets. The cloud-based platform delivers cutting-edge tools that improve client experiences and streamline operations across the financial services industry.
We’re seeking a high-impact Enterprise Account Executive to drive new business and expand relationships within their APL and PMA networks. You’ll work closely with Marketing, Product, and Account Management to create strategy, generate leads, and close high-value deals with C-level executives.
What You’ll Do
Certus Recruitment is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across North America, the UK, Europe, and Australia.
Must have wealth management industry experience
US Remote
$160,000 - $200,000 + competitive benefits and 401(k) match.
The Opportunity
Join a global leader in financial technology that powers digital transformation for wealth managers, banks, and investment firms worldwide helping manage over $6 trillion in assets. The cloud-based platform delivers cutting-edge tools that improve client experiences and streamline operations across the financial services industry.
We’re seeking a high-impact Enterprise Account Executive to drive new business and expand relationships within their APL and PMA networks. You’ll work closely with Marketing, Product, and Account Management to create strategy, generate leads, and close high-value deals with C-level executives.
What You’ll Do
- Build and execute sales strategies to win new enterprise clients and grow existing accounts.
- Develop trusted relationships with senior leaders in financial services.
- Promote the technology platform to address the needs and challenges of wealth managers, RIAs, broker-dealers, and banks.
- Mentor junior sales talent and share best practices.
- 10–15 years of solution selling in financial technology, with $2M+ ACV deal experience.
- Proven track record of exceeding quota with ~33% close rates.
- Deep knowledge of wealth management workflows and industry pain points.
- Ability to sell against major competitors and position a strong value proposition.
- Salary range: $160K–$200K + competitive benefits and 401(k) match.
- Work with a globally recognized fintech innovator shaping the future of financial services.
- Opportunities for growth in a fast-paced, collaborative environment.
Certus Recruitment is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across North America, the UK, Europe, and Australia.