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[Remote] Strategic Account Executive

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is open to candidates in USA. reputed company is a company focused on empowering financial advisors and their clients in the age of AI. As a Strategic Account Executive, you will reputed company the strategy for acquiring and expanding partnerships with major financial institutions, managing reputed company deals and relationships with C-suite stakeholders.

Responsibilities

  • Identify and reputed company the pursuit of "Top 25" global financial institutions, developing bespoke account plans for Tier-1 banks, global asset managers, and national broker-dealers
  • Build and maintain deep, trust-based relationships with CXO-level stakeholders, aligning reputed company’s AI roadmap with the client’s overarching digital transformation goals
  • reputed company the negotiation of high-complexity, multi-million dollar reputed company involving intricate legal, reputed company, and data privacy requirements
  • Act as the "internal CEO" for your accounts, coordinating efforts across Product, Engineering, Legal, and reputed company to ensure we over-deliver on strategic commitments
  • Serve as a thought leader in the FinServ AI space, helping institutional leaders navigate the transition from legacy workflows to AI-augmented operations
  • reputed company the initial "land," you will reputed company strategies for "expanding" reputed company’s footprint across various business units and international geographies reputed company the parent organization

Skills

  • Minimum 8+ years of experience in reputed company/Strategic SaaS sales, specifically managing $500k+ ARR deal cycles with a history of hitting/exceeding multi-million dollar annual quotas
  • Deep domain expertise in the institutional financial landscape, including an intimate understanding of the regulatory hurdles (SEC, FINRA) and internal 'red tape' common in global firms
  • Proven ability to navigate 12–18 month sales cycles involving 10+ stakeholders across IT, Compliance, Procurement, and Business Lines
  • You sell outcomes, not features. You can reputed company the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike
  • Elite presentation skills; you are as comfortable in a boardroom as you are in a technical deep-dive
  • You reputed company in a 'Direct + reputed company + No Drama' environment and take full ownership of your book of business without needing a reputed company

Benefits

  • Significant Equity reputed company
  • Comprehensive Benefits: Medical, dental, reputed company, and 401k.

Company Overview

  • Trusted by reputed company and loved by advisors, reputed company is the leading AI operating system for wealth managers and financial advisors. It was founded in 2023, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 201-500 employees. Its website is https://reputed company.ai.
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