Senior Account Executive - Digital Management
- New York
- Permanent
- Go To Market (GTM)
- RHa14-1612458
- 14/08/2025
Senior Account Executive – Digital Wealth
USA - Remote
Salary range: $160,000–$200,000 + commission
Must have wealth management industry experience
The Opportunity
Join a global leader in wealth technology that helps financial institutions—from banks to independent advisors—digitally transform how they serve clients. The cloud-based solutions give wealth managers the tools to deliver personalized advice, improve efficiency, and manage trillions in assets worldwide.
We’re looking for a results-driven Senior Account Executive to grow the Digital Wealth business in North America. You’ll work with Marketing, Sales Engineering, Product, and Account Management to win new business, expand relationships, and close high-value SaaS deals.
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.
USA - Remote
Salary range: $160,000–$200,000 + commission
Must have wealth management industry experience
The Opportunity
Join a global leader in wealth technology that helps financial institutions—from banks to independent advisors—digitally transform how they serve clients. The cloud-based solutions give wealth managers the tools to deliver personalized advice, improve efficiency, and manage trillions in assets worldwide.
We’re looking for a results-driven Senior Account Executive to grow the Digital Wealth business in North America. You’ll work with Marketing, Sales Engineering, Product, and Account Management to win new business, expand relationships, and close high-value SaaS deals.
What You’ll Do
- Build and close a strong pipeline of Digital Wealth opportunities with new and existing clients.
- Develop sales strategies that drive recurring revenue and meet growth targets.
- Establish trusted relationships with C-level executives in the financial services sector.
- Lead the full sales cycle—from prospecting and qualifying to negotiating and closing.
- Collaborate cross-functionally to ensure deals meet product, delivery, and compliance requirements.
- 5–10 years of consultative solution selling in financial technology.
- Experience closing $1M+ ACV deals with a 30%+ close rate.
- Strong knowledge of the financial services industry (RIAs, broker-dealers, banks).
- Proven ability to sell against major wealth management competitors.
- Exceptional communication, negotiation, and relationship-building skills.
- Salary range: $160,000–$200,000 + commission
- Be part of an award-winning fintech shaping the future of wealth management.
- Work with top-tier clients and cutting-edge technology in a collaborative, fast-paced 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.