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Sales Executive – Wealth Technology
Our client is a wealth technology company seeking a Sales Executive to join and grow their sales team. This is an exciting opportunity to sell a proven platform to a wide range of financial services clients, with an established customer base and strong market presence.
About the Role
The Sales Executive will be responsible for driving new business development across the wealth management market — including RIAs, family offices, independent wealth managers, and banks. In addition to hunting net-new logos, the rep will have the opportunity to expand revenue within existing accounts. The new hire will have access to existing pipeline, past customer lists, and marketing support including LinkedIn campaigns and industry events.
Key Responsibilities
- Prospect, develop, and close new business across target segments
- Expand revenue within assigned accounts by identifying upsell opportunities
- Manage a full sales cycle (4–10 months depending on deal size)
- Represent the company at industry events and conferences
- Work closely with the Head of Sales, especially during ramp
What They’re Looking For
- 4–10+ years of B2B SaaS or fintech sales experience
- Familiarity with the wealth management ecosystem — RIAs, family offices, banks, or independent wealth managers
- Proven track record of closing deals and building pipeline
- Hunter mentality with the ability to also grow existing accounts
Territory & Work Arrangement
Territory is flexible — candidates are not restricted to a specific geography. Eastern or Central time zone preferred, with willingness to come into the office periodically, especially during onboarding. Remote-friendly after the initial ramp period.
What You’ll Be Selling
A portfolio management and reporting platform used by family offices, banks, and wealth managers. Average deal sizes range from $30K–$200K+, with uncapped commission and accelerators above quota.
To apply for this job email your details to matthew@sci-intl.com