Account Executive, Wealth Management

Location: Lehi, Utah, United States

Company

hirify.global is a fintech company building technology that helps banks, credit unions, and fintechs deliver smarter financial experiences.

What you will do

• Build strategic relationships with wealth and investment decision-makers across brokerage firms, wealth management providers, and wealthtech companies.
• Develop acquisition and expansion strategies around account aggregation, account verification, and investment data enhancement.
• Drive revenue growth through disciplined sales execution, CRM management, deal assessment, and account expansion planning.
• Partner with business development, sales consulting, product, Deal Desk, and Legal teams to design, negotiate, and close complex enterprise solutions.
• Identify and develop distribution partnerships with wealth technology companies.

Requirements

• 5+ years of direct enterprise or complex-deal sales experience with wealth and investment organizations, including quota attainment.
• Deep knowledge of wealth management workflows, ACATS transfers, asset verification, account aggregation, and investment data management.
• Sales experience in fintech, SaaS, or regulated financial services with exposure to enterprise sales cycles.
• Success closing multi-six-figure annual recurring revenue deals with executive decision-makers and cross-functional stakeholders.
• Proficiency with enterprise CRM systems; Salesforce experience is preferred.
• Bachelor's degree or equivalent professional experience in business, finance, or a related field.

Nice to have

• Experience selling financial data, account aggregation, or fintech solutions for wealth and investment use cases.
• Experience with strategic account planning, territory expansion, and partner enablement.

Culture & Benefits

• Work in a culture centered on curiosity, accountability, and measurable impact.
• Contribute to a company in a phase of renewed momentum and expansion.
• Join an inclusive workplace committed to equal opportunity and reasonable accommodations.
• Veterans and military spouses are especially encouraged to apply.