Account Executive, Wealth Management

Job Summary

A company is looking for an Account Executive, Wealth Management.

Key Responsibilities

• Identify and target potential clients in the Wealth Management segment
• Build and maintain a strong sales pipeline through proactive prospecting and lead generation
• Collaborate with internal teams to ensure seamless client onboarding and implementation

Required Qualifications

• 5+ years of experience in fintech sales and business development
• Strong knowledge of the alternative investment industry and market trends
• Demonstrated ability to build relationships with senior-level decision makers
• Proficiency in CRM software and sales productivity tools
• MBA highly preferred