Account Executive (Fintech)

TL;DR

Account Executive (Fintech): Driving attendance for exclusive private wealth management summits through targeted B2B sales with an accent on relationship building with high-net-worth investment professionals. Focus on managing end-to-end sales processes and representing a premier global business intelligence brand.

Location: Must be based in or be able to relocate to Greenwich, CT (In-office role)

Compensation: $90,000–$110,000 (OTE)

Company

A global business intelligence and event marketing firm established in 1983 with a worldwide presence.

What you will do

• Secure attendance from senior investment professionals at Single and Multi-Family Offices.
• Build and manage long-term relationships with CIOs and Principals.
• Execute the full-cycle sales process from prospecting to closing.
• Represent a global market-leading brand at exclusive investor summits.
• Participate in high-level quarterly events held at premium locations.

Requirements

• 2–3 years of proven B2B sales experience.
• Must be Greenwich-based or willing to relocate for this in-office role.
• Excellent communication and high-stakes closing ability.
• Resilient and competitive mindset suitable for a relationship-driven sales environment.
• Background in Finance or Economics is preferred.

Culture & Benefits

• Competitive base salary with uncapped commission.
• Comprehensive health, dental, and vision insurance.
• Extensive training through a Manager-in-Training program and global LMS.
• Business travel opportunities to premium resorts.
• Generous paid time off, including a holiday shutdown period.