Company Overview

Our client is a rapidly growing WealthTech company specializing in innovative solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a focus on aggregating wealth data from banks, documents, and non-bankable assets, they provide a secure, digitized platform that offers a comprehensive view of complex estates. Their mobile app empowers the next generation to manage investments, bank accounts, and family documents across global markets, addressing the challenges of generational wealth transfer.

Headquartered in Europe with a strong commitment to data security and GDPR compliance, the company hosts its infrastructure in Switzerland, appealing to clients wary of US-based data centers. Founded 15 years ago within a family office, the company has scaled to 160 employees and recently secured a $43M Series A investment, positioning it as a global contender in the WealthTech space. With offices in North America, Latin America, and Europe, they are expanding their presence in the UK market.

The team is driven by innovation, agility, and a passion for solving complex wealth management challenges. They seek entrepreneurial individuals who thrive in a dynamic, growth-oriented environment and are excited to build a brand in the niche HNW/UHNW market.

Position Overview

The Account Executive is a pivotal hunter role focused on acquiring new logos in the UK market, targeting high-net-worth individuals, family offices, multi-family offices, wealth managers, and private banks. Based in London, this position requires an entrepreneurial, self-disciplined professional who can independently structure their work while leveraging company resources to close deals.

This role involves conducting discovery calls, delivering high-level product demos, and collaborating with solution engineers for technical deep dives. The Account Executive will build a robust pipeline through outbound efforts (e.g., LinkedIn Sales Navigator, networking events) and handle inbound leads from marketing campaigns. This is an exciting opportunity for a strategic seller with a passion for wealth management and technology to join a fast-growing company at the forefront of the WealthTech revolution.

Position Responsibilities

• Identify and acquire new clients (new logos) in the UK, targeting HNW individuals, family offices, multi-family offices, wealth managers, and private banks.
• Conduct discovery calls to understand client needs and assess fit for the company’s wealth aggregation platform.
• Deliver high-level product demonstrations to prospects, showcasing the platform’s value in managing complex estates.
• Collaborate with solution engineers for technical deep dives and detailed client discussions.
• Build and manage a sales pipeline through proactive outbound efforts (e.g., LinkedIn Sales Navigator, Fintricks, industry events) and inbound leads from marketing and US-based BDRs.
• Develop and execute a territory plan to achieve an annual sales quota.
• Close deals with varying annual contract values, including smaller deals with HNW/family offices, mid-sized deals with multi-family offices, and larger deals with institutional banks.
• Travel within the UK for client meetings (minimal commute if London-based) and to Zurich for training or team meetings (approximately once per quarter).
• Participate in initial training in Zurich (1 month, Monday-Friday) and ongoing remote training (2-3 months) to master the product, market, and use cases.
• Maintain accurate records of sales activities and pipeline progress in CRM tools.
• Contribute to brand-building efforts in a market where the company is not yet a household name.
• Work closely with the Head of Sales (based in Zurich) and other team members to finalize deals and ensure client satisfaction.

Position Qualifications

Required:

• 5-10 years of sales experience, ideally in financial services, wealth management, private banking, or FinTech, with a proven track record of acquiring new logos.
• Basic understanding of wealth management concepts (e.g., private equity, structured products, non-bankable assets, mutual funds).
• Strong hunter mentality with experience carrying and achieving sales quotas.
• Self-disciplined and entrepreneurial, capable of structuring own work in a remote setting without micromanagement.
• Comfortable with technology and eager to learn about AI-driven wealth management solutions.
• Excellent communication and relationship-building skills, with the ability to engage HNW clients and institutional stakeholders.
• London-based or near London to minimize commute (e.g., Mayfair, Liverpool Street).
• Proactive mindset with experience in outbound lead generation (e.g., LinkedIn Sales Navigator, networking events).

Call to Action

If you’re a driven sales professional with a passion for wealth management and technology, ready to build a market presence for a cutting-edge WealthTech company, we’d love to hear from you. Apply now, and a member of Talentfoot’s recruitment team will reach out if your experience and skills align with our client’s needs.

Talentfoot Overview

Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation, and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com.