Account Executive - Wealth Access

Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences. 

Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provides a unified financial picture all in one place, enabling better business decisions and exceptional client experiences.

Our data unification SaaS platform is designed for financial institutions. It allows them to help their clients via a customer portal backed by all their financial data shown in a single place. We are looking for someone who loves helping us make the financial world clearer for everyone.

Job Description
With massive growth ahead for Wealth Access, we’re looking for an Account Executive to join our team. The ideal candidate will be responsible for serving in a direct sales role, responsible for contributing to the growth of the client base.

Responsibilities

• Prospect with financial services firms by reaching out to key stakeholders.
• Create different strategies to target and prospect leads.  Coordinate with Marketing in the development and execution of outreach campaigns.
• Analyze potential client pain points and recommend solutions to address those points.
• Qualify leads into prospects.
• Build long-term relationships with key stakeholders within prospective firms.
• Partner with internal account managers and Business Development Representatives to pipeline, schedule prospect meetings and execute business deals.
• Lead clients through the sales process.

• Experience: 2 years of experience in prospecting, targeting, and closing deals in the financial services industry.  Experience in creating sales strategy is a must.
• Communication: Excellent verbal and written communication skills, with the ability to convey complex technical concepts in an understandable manner.  Skilled at developing and delivering presentations, adjusting messaging for the audience
• Ambition: Ability to self-start and work independently to set goals and deliver results.  Goal-oriented, meeting and exceeding both personal and team goals.
• Client-Focused: Demonstrated ability to build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.

• Innovative Environment: Work with cutting-edge technology in the rapidly evolving wealth tech sector.
• Professional Growth: Opportunities for career advancement and professional development.
• Collaborative Culture: Join a dynamic team that values collaboration, innovation, and excellence.
• Competitive Compensation: Attractive salary and benefits package including flexible PTO, a company-funded HSA, 401k, and paid parking at our downtown Nashville location.

Wealth Access is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 
About Wealth Access
Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.

About Wealth Access

Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.

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