Wealth Management Enterprise Account Executives are focused on working with custody/clearing firms, RIA’s and Broker-Dealers to identify client needs and use solution-based sales techniques to demonstrate the value of The Agreement Express SaaS platform. Enterprise Account Executives understand the Wealth Management and Financial Services industries and are comfortable with communicating, teaching, and persuading C-level executives.
Enterprise Account Executives need the ability to understand and simplify complex challenges, use the MEDDIC methodology and ask questions that help financial institution executives better understand their challenge, and construct solutions using Agreement Express’s toolset.
Boston (USA), Toronto (Canada)
Director, Enterprise Sales
Send your resume, cover letter, and availability to firstname.lastname@example.org with the subject line "Enterprise Account Executive, Wealth Management."
No recruiters or staffing agencies please. Only candidates who are legally eligible to work in the USA (Boston location) or Canada (Toronto location) will be considered.Back to Careers