# Account Executive

**Company:** [Flourish](https://hotfix.jobs/companies/flourish)
**Location:** New York, NY
**Role:** Account Executive
**Salary:** $131k – $172k/yr
**Experience:** 4+ years
**Skills:** CRM, Salesforce, Series 7, Finra, Wealth Management, Rias, Fintech, Financial Sales, Pipeline Management, Client Relationship Management
**Posted:** 2026-03-04

> Account Executive sells financial products to RIAs, managing full sales cycle from lead generation to client adoption and growth. Requires 4+ years experience, Bachelor's degree, Series 7 license, and strong sales skills in fintech/wealth management.

## Job Description

## Principal Responsibilities

- Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
- Interact with key clients to understand and resolve complex issues related to the platform
- Partner with our relationship management team to develop a coverage strategy for existing client relationships
- Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
- Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
- Collaborate on the development of product and functional strategy for Flourish
- Willingness to travel for sales pitches and conferences (50-75% travel)
- Stay current on general trends in the financial industry, and specifically within wealth management
- Maintain excellent communication with internal Flourish stakeholders
- Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

## Minimum Qualifications

- Bachelor's degree or equivalent experience
- 4+ years of related experience
- Either have a Series 7 or willingness to get a Series 7 within 90 days of joining

## Preferred Qualifications

- Experience in financial or fintech sales
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
- Experience selling to wealth managers or experience at a wealth management firm
- Experience working with RIAs strongly preferred

**Base Salary Range: $131,100 - $172,000 plus bonus**

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