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Senior Account Executive, Wealth Tech

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: AdvisorEngine, Inc.
Full Time position
Listed on 2026-01-24
Job specializations:
  • Sales
    B2B Sales
Job Description & How to Apply Below
Position: Senior Account Executive, Wealth Tech Growth
A leading financial technology company is seeking a Senior Account Executive to sell its wealth management technology solutions to Registered Investment Advisors, Broker Dealers, and Banks. The ideal candidate will have 5+ years of experience in financial services, a passion for technology, and the ability to manage complex sales cycles. Responsibilities include meeting sales goals, managing a sales funnel, empowering clients through consultative selling, and having an expert understanding of the software platform.

This position requires strong organizational and communication skills.
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Position Requirements
10+ Years work experience
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