Enterprise Account Executive - Asset Management
(High-Growth AI / Financial Technology Company)
About the Company
Our client is a rapidly scaling AI technology firm transforming how global financial institutions operate. Their platform uses autonomous AI agents to remove manual workflows across investment, credit, ESG, compliance, and operational functions. Today, a significant share of the world's leading banks, insurers, and asset managers rely on this technology to accelerate decisions and broaden their impact.
With teams expanding across North America, Europe, and India, the company is entering its next phase of growth and strengthening its enterprise sales organization.
The Opportunity
The firm has seen exceptional momentum-multi?fold growth year-over-year and increasing demand across asset and wealth management. As an Enterprise Account Executive, you will partner directly with sophisticated technology and business leaders who are actively modernizing their operating models with AI.
This is a rare opportunity to join during a major scale-up period with global runway, greenfield territory, and significant earnings potential across the US, UK, and other regions.
Role Overview
As the
Enterprise Account Executive (Asset Management), you will own expansion for a portfolio of large asset management clients already using the platform. This is a strategic "land-and-expand" role focused on converting initial workflow wins into firmwide adoption across Front, Middle, and Back Office teams.
You'll drive account planning, pipeline generation, and executive-level deal execution, closing complex, multi-year enterprise expansions.
Key Responsibilities
- Account Strategy: Build detailed stakeholder maps across FO/MO/BO and develop annual expansion plans with clear sequencing and forecasting.
- Pipeline Generation: Identify new use cases, functions, and geographies to expand into; drive proactive outreach within existing accounts.
- Discovery & Value Development: Surface operational pain points and translate them into actionable AI agent use cases backed by measurable ROI.
- Deal Execution: Run senior-level discovery, lead pricing and proposal development, and manage full-cycle negotiations through signature.
- Executive Navigation: Engage with CIO/COO, investment, operations, risk, and compliance leaders to manage multi-stakeholder buying groups.
- Cross-Functional Collaboration: Work closely with Customer Success and Product/Engineering to support renewals, uncover upsell triggers, and influence product roadmap needs.
What You Bring
- 10+ years of enterprise B2B sales experience
- 5+ years selling into Asset Managers across investment, operations, and technology teams
- Proven ability to drive account expansion-not just renewals
- Strength in account planning, whitespace identification, and multi-threading
- Fluency in AI, data, or workflow platforms
- Executive presence, credibility, and resilience when navigating complex buyer groups
Why This Role
- Exceptional enterprise momentum and expanding global adoption
- Opportunity to partner with advanced technology teams across top-tier financial institutions
- Significant whitespace for multi-workflow and multi-region expansion
- High-growth environment with opportunities across NYC, London, and additional markets
- Collaborative, performance-driven culture with strong global team energy
- Competitive compensation including base, OTE, and equity
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