Senior Account Executive – Digital Wealth

USA - Remote

Salary range: $160,000–$200,000 + commission

Must have wealth management industry experience

The Opportunity

Join a global leader in wealth technology that helps financial institutions—from banks to independent advisors—digitally transform how they serve clients. The cloud-based solutions give wealth managers the tools to deliver personalized advice, improve efficiency, and manage trillions in assets worldwide.

We’re looking for a results-driven Senior Account Executive to grow the Digital Wealth business in North America. You’ll work with Marketing, Sales Engineering, Product, and Account Management to win new business, expand relationships, and close high-value SaaS deals.

What You’ll Do

Build and close a strong pipeline of Digital Wealth opportunities with new and existing clients.
Develop sales strategies that drive recurring revenue and meet growth targets.
Establish trusted relationships with C-level executives in the financial services sector.
Lead the full sales cycle—from prospecting and qualifying to negotiating and closing.
Collaborate cross-functionally to ensure deals meet product, delivery, and compliance requirements.

What You Bring

5–10 years of consultative solution selling in financial technology.
Experience closing $1M+ ACV deals with a 30%+ close rate.
Strong knowledge of the financial services industry (RIAs, broker-dealers, banks).
Proven ability to sell against major wealth management competitors.
Exceptional communication, negotiation, and relationship-building skills.

Why Join...

Salary range: $160,000–$200,000 + commission
Be part of an award-winning fintech shaping the future of wealth management.
Work with top-tier clients and cutting-edge technology in a collaborative, fast-paced environment.
*Only successful candidates will be contacted**

Certus Recruitment is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across North America, the UK, Europe, and Australia.

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Senior Account Executive - Digital Management