✨ About The Role
- The role involves generating and closing new business opportunities in the Advisory Wealth Management space.
- The Account Executive will be responsible for exceeding activity, pipeline, and revenue targets.
- The position requires participation in marketing activities, trade shows, and conferences to prospect for new opportunities.
- The successful candidate will lead meetings with C-level executives and other key stakeholders.
- The role includes managing a complex sales cycle from the discovery phase to closing deals.
âš¡ Requirements
- The ideal candidate will have a bachelor's degree and a proven track record of exceeding sales and revenue targets.
- A strong understanding of the financial technology sector, particularly in wealth management technology, is essential.
- Excellent presentation, written, and oral communication skills are necessary for success in this role.
- The candidate should possess leadership abilities to motivate and coordinate resources effectively.
- A passion for financial technology and a strong work ethic are critical attributes for this position.