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Account Executive, Wealth Management
A company is looking for an Account Executive, Wealth Management. Key Responsibilities Identify and target potential clients within the Wealth Management segment Build and maintain a strong sales pipeline through proactive prospecting and lead generation Conduct research to understand prospective clients' needs and deliver compelling sales presentations Required Qualifications 5+ years of experience in fintech sales and business development Strong knowledge of the alternative investment industry and its regulations Demonstrated ability to build relationships with senior-level decision-makers Proficiency in CRM software and sales productivity tools MBA highly preferred
A company is looking for an Account Executive, Wealth Management.
Key Responsibilities
Identify and target potential clients within the Wealth Management segment
Build and maintain a strong sales pipeline through proactive prospecting and lead generation
Conduct research to understand prospective clients' needs and deliver compelling sales presentations
Required Qualifications
5+ years of experience in fintech sales and business development
Strong knowledge of the alternative investment industry and its regulations
Demonstrated ability to build relationships with senior-level decision-makers
Proficiency in CRM software and sales productivity tools
MBA highly preferred