Account Executive

🔒 Confidential Employer

Posted 2 January 2026

LOCATION

London

TYPE

Full-time

LEVEL

Mid-Senior level

SKILLS

FinTech SaaS sales Consultative sales Wealth management Sales pipeline management Client needs assessment Product demonstrations UHNW client experience Financial services

FULL DESCRIPTION

An innovative WealthTech provider is currently seeking an experienced Account Executive to support its continued transformation of the family office landscape across the UK and Europe.

Account Executive

- WealthTech - UK, London / Southeast (Remote) - Competitive Basic Salary + Bonus + Growth Opportunities + Flexible Working + Wellness Program + Dental / Vision Cover + Stock Options - JOB-5889 MCU

An innovative WealthTech provider is currently seeking an experienced Account Executive to support its continued transformation of the family office landscape across the UK and Europe.

The Position:

The appointed Account Executive will assume responsibility for:

Proactively identifying and qualifying new business opportunities within the UHNW, family office, and institutional wealth management sectors.
Leading consultative sales engagements to deeply understand client needs and demonstrate tailored platform solutions.
Delivering compelling product demonstrations, highlighting the platform’s ability to simplify complex wealth structures and workflows.
Building and managing a strong sales pipeline, progressing opportunities from initial outreach through to contract close.
Working cross-functionally with marketing, product, and implementation teams to ensure seamless handover and long-term client success.

The Candidate:

Applicants will be expected to demonstrate:

A minimum of 5 years’ experience in FinTech SaaS sales, ideally targeting family offices, HNW or private wealth clients, or institutional wealth managers
Demonstrable success in complex, consultative, multi-stakeholder sales cycles.
A strong understanding of financial services or wealth management ecosystems.
UK-based, with flexibility for occasional travel across the UK and Europe.
Highly motivated, self-directed, and comfortable working in a fast-paced, growth-oriented environment.

The Company:

Our client is a fast-growing WealthTech company transforming the way ultra-high-net-worth families and family offices manage complex wealth. The company’s end-to-end platform unifies investment reporting, entity management, accounting, and operations into a single, streamlined solution. Focused on efficiency, transparency, and control, our client empowers family offices to work smarter.

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Contact

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