Company Overview

Our client is a rapidly growing WealthTech company specializing in innovative platform solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Latin America. Their secure, digitized platform aggregates wealth data from banks, documents, and non-bankable assets, providing a comprehensive view of complex estates while empowering the next generation to manage investments, accounts, and family documents globally. With strong brand recognition in Latin America, they address generational wealth transfer challenges through advanced technology and data security (GDPR-compliant infrastructure hosted in Switzerland).

Founded 15 years ago within a family office, the company has scaled to 160 employees and recently secured a $43M Series A, fueling global expansion. Offices span North America, Latin America, and Europe, with a dedicated focus on U.S.-based offshore wealth (primarily Miami, representing ~70% of the market). The team thrives on innovation, agility, and technical depth — seeking entrepreneurial sales professionals who excel in building relationships with sophisticated, technical buyers in the wealth management space.

Position Overview

The Account Executive – Latin America (U.S. Offshore) is a pivotal hunter role focused on acquiring new logos among Latin American HNW/UHNW clients, family offices, multi-family offices, wealth managers, and private banks with assets managed via U.S. platforms. Based remotely in Miami (with potential future office opening), this position requires a bilingual (Spanish/English), self-disciplined professional who can independently prospect, demo, and close deals while leveraging company resources.

This role involves outbound pipeline building , conducting discovery calls, delivering high-level product demos, and collaborating with solution engineers for technical deep dives. With shorter sales cycles and strong regional brand equity, this is an ideal opportunity for a technical seller to drive revenue in a high-growth WealthTech platform — targeting $900K–$1.1M ARR quota (flexible based on experience).

Position Responsibilities

• Identify and acquire new clients in the U.S. offshore Latin American market (Miami-centric; ~70% coverage)
• Conduct discovery calls to assess fit and understand complex wealth management needs
• Deliver high-level product demonstrations, showcasing aggregation of bankable/non-bankable assets
• Collaborate with solution engineers for technical deep dives and deal customization
• Build and manage sales pipeline via outbound efforts (LinkedIn Sales Navigator, industry events, networking) and inbound leads
• Develop and execute a territory plan to achieve annual quota ($900K–$1.1M ARR, adjustable for ramp)
• Close deals across HNW/family offices (smaller ACV), multi-family offices (mid-size), and institutional banks (larger)
• Travel occasionally (~3–4x/year) to regional events (e.g., Uruguay, Mexico, Peru) or client meetings
• Participate in onboarding/training in Monterrey, Mexico (short-term, flexible duration) to master product, market, and operations
• Maintain accurate CRM records and contribute to brand-building in the offshore market
• Work closely with regional leadership (cross-functional support from Monterrey HQ) to finalize deals

What Sets This Opportunity Apart

• High-impact role in a Series A-backed WealthTech leader with strong LatAm brand recognition and shorter sales cycles
• Miami-based remote flexibility with potential office opening (pre-COVID plans resuming with growth)
• Technical, sophisticated buyer base — ideal for sellers who thrive on rigorous, data-driven conversations
• Entrepreneurial autonomy with global resources (160 employees, $43M funding)
• Clear path to impact — build the U.S. offshore business serving ~70% of LatAm wealth via Miami

Position Qualifications

Required:

• Bilingual fluency in Spanish and English (business-level conversations essential)
• 5–10 years sales experience in financial services, wealth management, private banking, or FinTech
• Proven hunter track record acquiring new logos and achieving quotas
• Technical aptitude — comfortable with wealth aggregation platforms, AI-driven solutions, and complex buyer questions
• Outbound proficiency (LinkedIn Sales Navigator, cold calling, event networking)
• Self-disciplined and entrepreneurial — structures own work in a remote setting
• Miami-based (Brickell/Aventura/Coral Gables preferred for market density)
• Understanding of wealth management (private equity, structured products, non-bankables)

Preferred:

• SaaS sales in wealth management or family office/private banking
• Experience with technical buyers and solution engineering collaboration
• Network in Miami offshore wealth community

Skills & Competencies

• Technical Seller: Combines product knowledge with rigorous, quantitative dialogue
• Relationship-Builder: Develops champions; navigates complex sales cycles
• Prospector: Proactive outbound; taps shoulders at events, builds pipeline
• Coach-able: Eager to learn platform, market, and processes
• Execution-Oriented: Manages CRM, forecasts accurately, closes efficiently

If you’re a bilingual, technical sales professional ready to own the U.S. offshore LatAm market for a Series A WealthTech innovator, we encourage you to apply. A member of Talentfoot’s recruitment team will be in touch if your background aligns 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.