ENTERPRISE ACCOUNT EXECUTIVE - WEALTH MANAGEMENT needed at one of our clients that provides industry leading investment research technology solutions to Wealth Management firms!!! Hybrid in NYC preferred but open to remote for the right person. Base $175k - $200k x2 OTE. This is a true hunting role and you will be generating your own leads. Must have a deep understanding of sell-side research (Equities and/or Fixed Income), investment banking, or sales & trading. Must also have strong experience selling complex enterprise SaaS into Wealth Management.
We’re looking for a high-impact Enterprise SaaS Account Executives to drive new business within the sell-side research, investment banking, and sales & trading verticals. The ideal candidate has a deep understanding of how these professionals operate, a proven track record in value-based enterprise sales, and the grit to thrive in a competitive environment.
Responsibilities:
New Business Development: Identify, target, and engage new enterprise customers to drive sales.
Enterprise Sales Excellence: Manage and close mid-to-high-value deals, navigating complex buying cycles with multiple stakeholders, including C-suite executives.
Consultative Selling: Conduct in-depth discovery to understand client business challenges, positioning the solutions as strategic enablers of success and delivering clear ROI.
Account Growth: Build strong relationships with new clients to secure long-term partnerships and identify upsell/cross-sell opportunities post-sale.
Collaboration: Partner with internal teams, including pre-sales, customer success, and product development, to ensure a seamless sales process and outstanding client experiences throughout the sales cycle.
CRM/Sales Stack: Utilize CRM tools like Salesforce and Gong to manage the pipeline, forecast accurately, and track sales performance metrics.
Requirements:
- 7+ years of experience selling enterprise SaaS into Wealth Management firms with a strong rolodex
- Deep knowledge of sell-side research (Equities and/or Fixed Income), investment banking, or sales & trading.
- Ability to engage with senior-level stakeholders (Heads of Research, Analysts, Bankers, Traders, etc.).
- Understanding of financial workflows and how research, data, and analytics drive decisions.
- Proficiency in value-based selling methodologies (e.g., MEDDICC, Sandler, BANT).
- Proven ability to drive both inbound and outbound sales efforts.
- Demonstrated success in closing six- and seven-figure deals.