Founding Enterprise Fintech Account Executive (Vertical: Wealth Management )

Founding Enterprise Fintech Account Executive (Vertical: Wealth Management )

Industry: Financial Services | FinTech | Wealth Management Solutions

Solution: AI-Driven Retirement Income Planning Platform – Tax-Smart Withdrawals & Advisor Efficiency

Location: Remote, but must be within a three-hour commute of New York City

Compensation: $150k-180k base DOE plus commission plus equity potential

Required: 10 years of enterprise FinTech sales experience, specifically selling into banks, investment firms, RIAs, and wealth management firms.

Our client is a fast-growing FinTech firm revolutionizing retirement income planning with its AI-powered platform. Designed for wealth management enterprises, this solution provides tax-efficient withdrawal strategies and long-term income optimization, helping financial advisors scale their practices and enhance client confidence in retirement planning. The platform currently supports over $150 billion in assets.

This is a ground-floor opportunity to join a high-impact, growth-stage company as it expands from early adopters to mainstream financial institutions.

About the Role

Our client is seeking an accomplished Enterprise Sales Executive to lead the expansion of its retirement income platform across wealth management firms. You will work closely with the CEO and leadership team, managing the full enterprise sales cycle and playing a key role in the company’s go-to-market strategy.

The ideal candidate is a true hunter with deep industry expertise in wealth management, a consultative sales approach, and a track record of closing large enterprise deals.

Key Responsibilities for Enterprise Fintech Account Executive:

Enterprise Sales & Business Development

o Lead full-cycle enterprise sales, from prospecting and lead generation to negotiation and deal closure.

o Manage complex RFP/RFI processes for large financial institutions.

o Drive engagement with C-suite executives, wealth managers, and financial planning leadership.

o Build and execute strategic outreach plans to generate a high-value sales pipeline.

Strategic Go-To-Market & Sales Development

o Refine enterprise sales strategy, messaging, and positioning in collaboration with the CEO.

o Develop scalable sales processes, best practices, and sales playbooks.

o Provide market intelligence to shape product development and positioning.

o Establish key KPIs and metrics to track and optimize sales performance.

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Thought Leadership & Industry Engagement

o Represent the company at major fintech, wealth management, and retirement planning events.

o Engage in panel discussions, webinars, and whitepapers to establish industry authority.

o Maintain deep expertise in retirement income planning and industry trends.

Required Qualifications for Enterprise Fintech Account Executive:

• ·10 years of enterprise FinTech sales experience, specifically selling into investment firms, RIAs, and wealth management firms.
• Proven track record of consistently meeting or exceeding quotas, closing multi-million-dollar deals within this targeted vertical.
• Strong consultative selling expertise with senior financial professionals.
• Experience working in startup and scaling environments—comfortable building from the ground up.
• Ability to independently manage full sales cycles, including lead generation, prospecting, presentations, contract negotiations, and closing deals.
• Strong executive presence and ability to engage C-suite leaders in strategic conversations.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical mindset with the ability to track performance metrics, optimize outreach, and forecast revenue.
• Deep understanding of the wealth management industry, financial planning, and retirement income strategies.
• Bachelor’s degree required; MBA or CFA is a plus.

Compensation & Benefits for Enterprise Fintech Account Executive

• ·Competitive base salary ($150-180k base, doe).
• Uncapped commissions—unlimited earning potential based on performance.
• Equity participation—stock options available.
• Comprehensive benefits—medical, dental, vision, voluntary life insurance, disability, and 401(k) match.
• Generous PTO & holidays.
• Remote-first with the ability to work from home or a company-leased professional office.

Why Join Our Client?

• Massive Market Opportunity—retirement income planning is a top priority for wealth management firms.
• Influence & Autonomy—direct impact on sales strategy, growth, and client acquisition.
• Cutting-Edge Technology—award-winning AI-driven platform with strong industry demand.
• Leadership Role—work alongside the CEO & executive team in shaping the future of enterprise sales.