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MX is a fintech company building technology that empowers banks, credit unions, and fintechs to deliver smarter financial experiences. The company is in a phase of renewed momentum and scale, with a culture that values curiosity, accountability, and impact.
The Account Executive, Wealth Management role is critical to establishing and scaling MX's presence in the wealth and investments space. This is a new territory expansion for MX, targeting brokerage firms, wealth management providers (RIAs, broker-dealers, enterprise wealth divisions), and wealth technology companies.
In this role, you will own direct sales within the wealth and investments territory, driving revenue growth and establishing MX as a solutions provider for wealth use cases. You'll identify high-priority business needs and champion MX solutions that deliver measurable outcomes, while building long-term client relationships and unlocking expansion opportunities.
Key responsibilities include:
- Building and maintaining strategic relationships with key wealth and investments decision makers (primarily Heads of Wealth Digital) across assigned organizations
- Developing and executing acquisition and expansion strategies focused on MX's core use cases: Account Aggregation, Account Verification (ACATS asset verification), and Investment Data Enhancement
- Driving sustainable high-margin revenue growth through disciplined sales execution, CRM management, deal assessment, and quarterly account expansion planning
- Partnering cross-functionally with business development, sales consultants, product, Deal Desk, and Legal to design, negotiate, and close complex enterprise solutions
- Identifying and developing emerging distribution partnerships with wealth technology companies to expand MX's reach
Requirements:
- 5+ years of direct enterprise or complex deal sales experience to wealth and investments organizations (brokerage firms, RIAs, broker-dealers, wealth management providers, investment platforms, or wealthtech companies), with demonstrated quota attainment history
- Deep functional knowledge of the wealth and investments industry, including understanding of wealth management workflows, ACATS transfers, asset verification, account aggregation, and investment data management
- Previous sales experience in fintech, SaaS, or regulated financial services environments with exposure to enterprise sales cycles
- Demonstrated ability to identify, develop, and close multi-six-figure annual recurring revenue (ARR) deals with executive-level decision makers and cross-functional stakeholders
- Proficiency with enterprise CRM systems (Salesforce preferred) and ability to maintain disciplined pipeline management and sales forecasting
- Demonstrated success opening new markets or territories and scaling revenue growth from zero to seven figures or higher
- Bachelor's degree or equivalent professional experience in business, finance, or related field
Preferred qualifications:
- Experience selling to or supporting financial data, account aggregation, or fintech solutions that address wealth and investments use cases
- Experience in strategic account planning, territory expansion, and partner enablement within a complex, multi-stakeholder environment
