Account Executive, Wealth Management
Drive revenue growth in the wealth management space as an Account Executive at MX, a fintech company focused on financial empowerment.
Posted by employer 5 days ago
First seen on Joblaze 4 days ago
Last verified on the company career page 15 hours ago
Skills & Technologies
What you'll build
- Build and maintain strategic relationships with key decision makers
- Develop and execute acquisition and expansion strategies
- Drive sustainable high-margin revenue growth
- Partner cross-functionally to design and close solutions
- Identify and develop emerging distribution partnerships
Must have
- 5+ years of direct enterprise or complex deal sales experience
- Deep functional knowledge of the wealth and investments industry
- Previous sales experience in fintech, SaaS, or regulated financial services
- Demonstrated ability to identify, develop, and close multi-six-figure deals
- Proficiency with enterprise CRM systems
- Bachelor's degree or equivalent professional experience
Nice to have
- Experience selling to or supporting financial data solutions
- Experience in strategic account planning and territory expansion
Requirements
- Experience
- 5+ years
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Joblaze summary
The Account Executive for Wealth Management at MX focuses on building strategic relationships with key decision-makers in the wealth and investments sector, driving revenue growth through direct sales. This role requires expertise in the wealth management industry, including knowledge of account aggregation and investment data management, along with a proven track record in enterprise sales. Ideal candidates will have significant experience in fintech or regulated financial services, particularly in opening new markets and closing high-value deals. MX is in a growth phase, emphasizing innovation and accountability within its team.
Joblaze insights
Quick facts
- How much experience is required?
- At least 5 years of relevant experience for this Account Executive, Wealth Management role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: CRM, Fintech, SaaS, Salesforce.
- What seniority level is this role?
- MX targets senior candidates for this position.
- Is this full-time or contract?
- Full-time for this Account Executive, Wealth Management role at MX.
From the original posting
MX is a fintech company on a mission to empower the world to be financially strong. We build technology that helps banks, credit unions, and fintechs deliver smarter, more intuitive financial experiences to millions of people.
The Account Executive, Wealth Management role is crucial to establishing and scaling MX's presence in a new territory: the investments and wealth management space. MX is expanding beyond traditional banking and fintech to serve brokerage firms, wealth management providers (RIAs, broker-dealers, and enterprise wealth divisions), and wealth technology companies.
This role exists to identify high-priority business needs within these organizations and champion MX solutions that drive measurable business outcomes. By owning direct sales within this territory, this Account Executive will drive MX's revenue growth in the wealth and investments space, establish our market presence as a solutions provider for wealth use cases, and unlock new opportunities for long-term client relationships and expansion.
Job Responsibilities
• Build and maintain strategic relationships with key wealth and investments decision makers (primarily Heads of Wealth Digital) across assigned brokerage firms, wealth management providers, and wealthtech companies
• Develop and execute acquisition and expansion strategies anchored in MX's core use cases: Account Aggregation, Account Verification (ACATS asset verification), and Investment Data Enhancement. Create solutions aligned with client business needs, budget, and timeline
• Drive sustainable high-margin revenue growth through disciplined sales execution, CRM management, deal assessment, and long-term account expansion planning on a quarterly basis
• Partner cross-functionally with business development, sales consultants, product, Deal Desk, and Legal to design, negotiate, and close complex enterprise solutions
• Identify and develop emerging distribution partnerships with wealth technology companies to expand MX's reach into the wealth space
Basic Qualifications
• 5+ years of direct enterprise or complex deal sales experience to wealth and investments organizations (brokerage firms, RIAs, broker-dealers, wealth management providers, investment platforms, or wealthtech companies), including demonstrated quota attainment history
• Deep functional knowledge of the wealth and investments industry, including understanding of wealth management workflows, ACATS transfers, asset verification, account aggregation, and investment data management
• Previous sales experience in fintech, SaaS, or regulated financial services environments with exposure to enterprise sales cycles
• Demonstrated ability to identify, develop, and close multi-six-figure annual recurring revenue (ARR) deals with executive-level decision makers and cross-functional stakeholders
• Proficiency with enterprise CRM systems (Salesforce preferred) and ability to maintain disciplined pipeline management and sales forecasting
• Demonstrated success opening new markets or territories and scaling revenue growth from zero to seven figures or higher
• Bachelor's degree or equivalent professional experience in business, finance, or related field
Preferred Qualifications
• Experience selling to or supporting financial data, account aggregation, or fintech solutions that address wealth and investments use cases
• Experience in strategic account planning, territory expansion, and partner enablement within a complex, multi-stakeholder environment
MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to hr@mx.com.
Standard company text repeated across MX's postings is omitted here.