Fintech Account Executive

Fintech Account Executive

Remote - Occasional team meetings in Midtown/Columbus Circle area

The Opportunity:

Join a fast-growing company in the Financial Services industry that builds fintech solutions to simplify private market transactions. Our client provides a regulated, technology-driven platform that automates secondary trading and private securities operations for issuers, investors, and intermediaries. This remote Account Executive role offers the chance to sell into private markets and institutional buyers, impact go-to-market strategy, and play a central role in expanding market share across private equity, family offices, and direct issuers.

Responsibilities:

• Prospect, qualify, and develop new business opportunities across private markets, private equity firms, family offices, and institutional buyers.
• Manage the full sales cycle from outreach and product demonstrations to contract negotiation and closing, consistently meeting or exceeding quota.
• Deliver compelling SaaS product demos tailored to technical and non-technical stakeholders, highlighting platform capabilities and regulatory controls.
• Build and maintain trusted relationships with C-suite and operational decision-makers (CEOs, CFOs, legal/corporate counsel) to drive long-term adoption.
• Maintain accurate opportunity and activity records in CRM and manage a predictable sales pipeline.
• Collaborate with product, marketing, and customer success teams to tailor solutions, support onboarding, and ensure successful implementation.
• Stay current on market trends, regulatory developments, and competitive landscape in private markets and secondary trading.

Must-Have Skills:

• Proven success in SaaS sales with 3+ years closing new business, preferably in financial services or capital markets.
• Deep understanding of capital markets, private markets, private equity, or secondary trading processes.
• FINRA licensing required (ability to obtain required license(s) such as Series 6/7 within 90 days of hire).
• Demonstrated hunter mentality with consistent quota attainment and experience negotiating enterprise contracts.
• Strong communication and presentation skills with experience selling to executive-level stakeholders.
• Proficiency using CRM tools to manage pipeline and forecast sales activity.
• Bachelor's degree in business, finance, or related field (or equivalent experience).

Nice-to-Have Skills:

• Existing Series 6 or Series 7 licenses.
• Experience selling to family offices, direct issuers, or secondary market participants.
• Background working with regulated marketplaces or SEC-registered trading venues.
• Knowledge of institutional workflows for private securities, cap table management, or transfer agent processes.
• Familiarity with quota-carrying, territory-based sales motions and partnership development.