Source Job

US

  • Identify and engage potential banking clients, managing the end-to-end sales process
  • Build and maintain strong, long-term relationships with enterprise executives, product teams, and technical stakeholders
  • Act as a trusted advisor to key stakeholders, helping them achieve strategic goals

Sales Negotiation Prospecting Financial Services Account Management

20 jobs similar to Account Executive - Named Accounts, Banking and Wealth US Sales

Jobs ranked by similarity.

Europe

  • Be a trusted advisor, translating market trends into needs and solution opportunities.
  • Lead the entire sales cycle and ensure value realization for the client.
  • Develop and execute rigorous strategic account plans to ensure sustained growth.

The company uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Own a strategic enterprise territory primarily focused on Fortune 1000 organizations.
  • Drive net-new enterprise logos and expand the company's footprint within large, complex accounts.
  • Develop and execute deep account plans to penetrate multiple business units and buying centers.

Jobgether is a company that uses an AI-powered matching process. They ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

US

  • Achieve assigned sales targets and manage multiple accounts.
  • Prospect within existing account territory to identify and qualify new opportunities.
  • Consult with bank & credit union clients on business issues and marketing program design.

Vericast is the financial institution (FI) performance partner that helps banks and credit unions drive growth, improve efficiency, increase engagement and navigate change.

$350,000–$400,000/yr
US Unlimited PTO

  • Drive new business growth by identifying, qualifying, and closing high-value opportunities.
  • Develop consultative relationships with executive stakeholders articulating Honeycomb’s value proposition.
  • Own full-cycle sales from prospecting to contract negotiation, collaborating cross-functionally.

Honeycomb provides observability for modern engineering teams. They are a company of 200+ employees recognized as one of Forbes’ America’s Best Startups to define observability and raise expectations of developer tools.

$90,000–$150,000/yr
US 3w PTO

Generate revenue growth and manage client relationships in a named account environment. Develop alliances with senior client management, offering recommendations through sales presentations and proposals. Serve as a strategic partner and primary contact, helping clients use data, analytics, software, and tech solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

US

  • Acquire net-new Financial Services customers and expand GitLab’s presence across banking, insurance, payments, and fintech organizations.
  • Build and lead complex sales cycles with C-level and senior technical buyers.
  • Generate pipeline through targeted, high-quality prospecting.

GitLab is an open-core software company that develops the most comprehensive AI-powered DevSecOps Platform , used by more than 100,000 organizations.

US

  • Sell by acquiring new enterprise clients and exceeding sales goals.
  • Own the sales cycle from lead generation to close, fostering relationships.
  • Engage C-suite leaders and build a network of sponsors within client organizations.

Jobgether is a platform helping candidates get hired faster through AI-powered matching. They focus on ensuring applications are reviewed quickly, objectively, and fairly against the role's core requirements.

$200,000–$250,000/yr
US

  • Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
  • Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
  • Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

US

  • Serve as the technical bridge between complex product solutions and customer needs.
  • Conduct product demonstrations and address technical questions.
  • Collaborate with clients to design tailored solutions that solve business challenges.

This position is posted by Jobgether on behalf of a partner company.

US

  • Build and establish new business relationships
  • Strengthen one-on-one relationships with buyers for repeat sales
  • Provide extraordinary customer service throughout the sales process

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$100,000–$150,000/yr
Canada

  • Own and manage the full sales cycle from discovery to close for large companies.
  • Develop relationships with executives and associated decision-makers.
  • Collaborate with teams to drive product strategy and ensure long-term customer success.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$117,250–$137,500/yr
US

  • Lead business development efforts targeting hedge funds, mutual funds, and private equity clients.
  • Manage a dynamic sales pipeline and build senior-level client relationships.
  • Contribute to the development of innovative products that address evolving market needs.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

US Unlimited PTO

Drive full-cycle sales of Fieldguide’s innovative vertical AI platform to the largest players in audit and advisory. Build strong, trust-based relationships with key decision-makers. Develop and implement sales strategies aligned with goals and targets by leveraging the MEDDICC sales methodology.

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating the work of assurance and audit practitioners.

US

In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. Leverage your expertise to acquire new business as well as service existing clients. Promote the full range of asset management capabilities.

This position is posted by Jobgether on behalf of a partner company and they use an AI-powered matching process to ensure your application is reviewed quickly.

In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Europe

  • Develop new business sales revenue through account planning and field-based sales activities.
  • Identify decision-makers and build relationships with CMO, COO, and CTO levels.
  • Understand and respond to client needs to deliver exceptional value and exceed expectations.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They identify the top-fitting candidates and shortlist them.

US Unlimited PTO 16w maternity

  • Develop and maintain strong relationships with assigned accounts, acting as a trusted advisor and strategic partner.
  • Develop a deep understanding of Vanta’s current product offerings and take initiative to learn Vanta’s product roadmap to speak confidently when addressing customers.
  • Maintain strong partnerships and alignment with CSMs to understand customer health, ensure close strategic collaboration and execute harmonious communication to accounts.

Vanta helps businesses earn and prove trust by empowering companies to practice better security and prove it with ease. They have a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it.

$137,500–$175,000/yr
US

Prospect into large Fortune 1000 companies while running an efficient sales process. Negotiate pricing and business terms with large commercial enterprises by selling value and return on investment (ROI). Demonstrate exceptional resourcefulness and communications skills to lead business and technical presentations, demonstrations and conversations with C-level audiences across major accounts and partners.

Zscaler accelerates digital transformation so our customers can be more agile, efficient, resilient, and secure.

North America

  • Drives revenue growth and expands market presence across North America.
  • Develops strategic business opportunities, working closely with enterprise clients to deliver tailored solutions.
  • Builds strong relationships with C-level executives, navigating complex sales cycles.

This position is posted by Jobgether on behalf of a partner company.

North America 4w PTO

  • Focus on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple.
  • Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually.
  • Evolve systems, processes, and culture in Wealth Management, creating an innovative, world-class client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money through smart technology.