Financial Services Account Executive Jobs
Financial Services Account Executive jobs are open across banking, insurance, wealth management, and fintech, at every level from associate to senior and director, with specializations in commercial lending, insurance brokerage, and investment products. Find a role that fits from the openings below and apply directly.
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INTRODUCTION
Our Account Executives are trusted advisors to banks, credit unions, payment processors, and fintechs. You’ll sell compliance, investigations, fraud and security solutions that help institutions detect, investigate, and report existing crypto-exposed risk while safely opening up new business lines as a part of their cryptocurrency strategy. Account Executives are experienced in both new business creation and account management, and are market specialists. They establish trust and build strong customer relationships within their target market, tailoring their sales approach to their needs, and evangelizing Chainalysis solutions in a compelling yet approachable way. We measure success by the attainment of assigned quota, new logos, and the growth of accounts within the region. They are experts at navigating complex sales cycles and enjoy the thrill of creating territory and strategic account plans that lead to closing a deal. We are looking for a Financial Services Enterprise seller for our North America Private Sector team.
ROLE AND RESPONSIBILITIES
In This Role, You'll
- Exceed your quota and substantially increase our foothold in the Financial Services markets within North America Private Sector through prospecting and developing your sales pipeline, as well as expanding existing accounts
- Build relationships with customers based on trust and transparency resulting in network referrals that ultimately build Chainalysis’ brand awareness
- Create and execute go-to-market plans that result in predictable and increasing quarterly forecasts
- Build a diverse pipeline of opportunities resulting in consistent and accurate forecasting
- Help us develop compelling product positioning and messaging specific to market trends, competitive drivers, region-specific sales channels, and more
- Have relationships across departments at Chainalysis allowing you to provide expert advice to prospects related to technical concepts, product roadmaps, solutions implementations, training, and craft compelling customer proposals.
BASIC QUALIFICATIONS
We're Looking For Candidates Who Have
- A passion for cryptocurrency and blockchain technology, and the potential to disrupt the financial services industry
- 5+ years of B2B SaaS sales experience selling into Financial Institutions
- Experience selling solutions related to risk & compliance, data analytics, financial crimes, fraud or data security
- An articulate, enthusiastic, and effective communicator who can convey complex concepts in an approachable and concise way up to the CXO level
- Strong understanding of financial services industry dynamics and buying process
- Excellent communication skills to present Chainalysis at executive level and conference presentations
- A great track record in new business development and market creation
- The ability to bridge technology to a customer’s desired business outcomes
- A desire to excel in a dynamic startup environment
- A solid track record of over-achieving quota in a consultative sales environment
- The ability to travel to customers and events across North America.
PREFERRED QUALIFICATIONS
Nice To Have Experience
- Familiarity with AML regulations and the evolving crypto-compliance landscape
- You don’t have to be a blockchain expert, but you’re insatiably curious and willing to learn
- You exceeded your quota and continue to increase our foothold in our North American TradFi accounts through strategic and relentless prospecting and developing your sales pipeline as well as expanding existing accounts
- You’ve helped us develop compelling product positioning and messaging specific to market trends, competitive drivers, region-specific sales channels, and more
- Your relationships with customers are built on trust and transparency resulting in network referrals that ultimately build Chainalysis’ brand awareness
- You’ve built a diverse pipeline of opportunities resulting in consistent and accurate forecasting
- You’ve consistently used data from sales figures, marketing campaigns, and promotional activities to enable you to meet and exceed sales goals
- Product and Engineering teams rely on your advice and input to inform new product features and solutions
- You have relationships across departments at Chainalysis allowing you to provide expert advice to prospects related to technical concepts, product roadmaps, solutions implementations, training, and craft appropriate customer proposals.
A BACKGROUND LIKE THIS HELPS
- Demonstrated history in a previous full-cycle B2B SaaS Sales position
- 8-10+ years of sales experience in the financial services industry and the regulatory technology space preferred
- Previous experience working in a fast paced & growing startup environment
- You’re an articulate, enthusiastic, and effective communicator who can convey complex concepts in an approachable and concise way
- You don’t have to be a cryptocurrency expert, but you’re insatiably curious and willing to learn
- You’re willing to travel as needed.
COMPENSATION
- Base Salary Range: $150,000-$185,000
- Offers Commission: 50/50 OTE
- Offers Equity
ABOUT CHAINALYSIS
Blockchain technology is powering a growing wave of innovation. Businesses and governments around the world are using blockchains to make banking more efficient, connect with their customers, and investigate criminal cases. As adoption of blockchain technology grows, more and more organizations seek access to all this ecosystem has to offer. That’s where Chainalysis comes in. We provide complete knowledge of what’s happening on blockchains through our data, services, and solutions. With Chainalysis, organizations can navigate blockchains safely and with confidence.
YOU BELONG HERE.
At Chainalysis, we believe that diversity of experience and thought makes us stronger. With both customers and employees around the world, we are committed to ensuring our team reflects the unique communities around us. We’re ensuring we keep learning by committing to continually revisit and reevaluate our diversity culture. We encourage applicants across any race, ethnicity, gender/gender expression, age, spirituality, ability, experience and more. If you need any accommodations to make our interview process more accessible to you due to a disability, don't hesitate to let us know. You can learn more here. We can’t wait to meet you.
Compensation Range: $140K - $160K
INTRODUCTION
Our Account Executives are trusted advisors to banks, credit unions, payment processors, and fintechs. You’ll sell compliance, investigations, fraud and security solutions that help institutions detect, investigate, and report existing crypto-exposed risk while safely opening up new business lines as a part of their cryptocurrency strategy. Account Executives are experienced in both new business creation and account management, and are market specialists. They establish trust and build strong customer relationships within their target market, tailoring their sales approach to their needs, and evangelizing Chainalysis solutions in a compelling yet approachable way. We measure success by the attainment of assigned quota, new logos, and the growth of accounts within the region. They are experts at navigating complex sales cycles and enjoy the thrill of creating territory and strategic account plans that lead to closing a deal. We are looking for a Financial Services Enterprise seller for our North America Private Sector team.
ROLE AND RESPONSIBILITIES
In This Role, You'll
- Exceed your quota and substantially increase our foothold in the Financial Services markets within North America Private Sector through prospecting and developing your sales pipeline, as well as expanding existing accounts
- Build relationships with customers based on trust and transparency resulting in network referrals that ultimately build Chainalysis’ brand awareness
- Create and execute go-to-market plans that result in predictable and increasing quarterly forecasts
- Build a diverse pipeline of opportunities resulting in consistent and accurate forecasting
- Help us develop compelling product positioning and messaging specific to market trends, competitive drivers, region-specific sales channels, and more
- Have relationships across departments at Chainalysis allowing you to provide expert advice to prospects related to technical concepts, product roadmaps, solutions implementations, training, and craft compelling customer proposals.
BASIC QUALIFICATIONS
We're Looking For Candidates Who Have
- A passion for cryptocurrency and blockchain technology, and the potential to disrupt the financial services industry
- 5+ years of B2B SaaS sales experience selling into Financial Institutions
- Experience selling solutions related to risk & compliance, data analytics, financial crimes, fraud or data security
- An articulate, enthusiastic, and effective communicator who can convey complex concepts in an approachable and concise way up to the CXO level
- Strong understanding of financial services industry dynamics and buying process
- Excellent communication skills to present Chainalysis at executive level and conference presentations
- A great track record in new business development and market creation
- The ability to bridge technology to a customer’s desired business outcomes
- A desire to excel in a dynamic startup environment
- A solid track record of over-achieving quota in a consultative sales environment
- The ability to travel to customers and events across North America.
PREFERRED QUALIFICATIONS
Nice To Have Experience
- Familiarity with AML regulations and the evolving crypto-compliance landscape
- You don’t have to be a blockchain expert, but you’re insatiably curious and willing to learn
- You exceeded your quota and continue to increase our foothold in our North American TradFi accounts through strategic and relentless prospecting and developing your sales pipeline as well as expanding existing accounts
- You’ve helped us develop compelling product positioning and messaging specific to market trends, competitive drivers, region-specific sales channels, and more
- Your relationships with customers are built on trust and transparency resulting in network referrals that ultimately build Chainalysis’ brand awareness
- You’ve built a diverse pipeline of opportunities resulting in consistent and accurate forecasting
- You’ve consistently used data from sales figures, marketing campaigns, and promotional activities to enable you to meet and exceed sales goals
- Product and Engineering teams rely on your advice and input to inform new product features and solutions
- You have relationships across departments at Chainalysis allowing you to provide expert advice to prospects related to technical concepts, product roadmaps, solutions implementations, training, and craft appropriate customer proposals.
A BACKGROUND LIKE THIS HELPS
- Demonstrated history in a previous full-cycle B2B SaaS Sales position
- 8-10+ years of sales experience in the financial services industry and the regulatory technology space preferred
- Previous experience working in a fast paced & growing startup environment
- You’re an articulate, enthusiastic, and effective communicator who can convey complex concepts in an approachable and concise way
- You don’t have to be a cryptocurrency expert, but you’re insatiably curious and willing to learn
- You’re willing to travel as needed.
COMPENSATION
- Base Salary Range: $150,000-$185,000
- Offers Commission: 50/50 OTE
- Offers Equity
ABOUT CHAINALYSIS
Blockchain technology is powering a growing wave of innovation. Businesses and governments around the world are using blockchains to make banking more efficient, connect with their customers, and investigate criminal cases. As adoption of blockchain technology grows, more and more organizations seek access to all this ecosystem has to offer. That’s where Chainalysis comes in. We provide complete knowledge of what’s happening on blockchains through our data, services, and solutions. With Chainalysis, organizations can navigate blockchains safely and with confidence.
YOU BELONG HERE.
At Chainalysis, we believe that diversity of experience and thought makes us stronger. With both customers and employees around the world, we are committed to ensuring our team reflects the unique communities around us. We’re ensuring we keep learning by committing to continually revisit and reevaluate our diversity culture. We encourage applicants across any race, ethnicity, gender/gender expression, age, spirituality, ability, experience and more. If you need any accommodations to make our interview process more accessible to you due to a disability, don't hesitate to let us know. You can learn more here. We can’t wait to meet you.
Compensation Range: $140K - $160K
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Find JobsFinancial Services Account Executive Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- EY6
- Ally Financial2
- Chainalysis2
- Choice Financial2
- F52
Top Industries Hiring
- Banking & Financial Services7
- Accounting & Auditing6
- Investment & Asset Management3
- Cybersecurity2
- Fintech2
What Employers Look For
The qualifications that appear most often in financial services account executive jobs.
- 2-5 years of B2B or financial services sales experience
- Proven ability to manage and grow a portfolio of client accounts
- Series 6, 7, 63, or 65 FINRA license, or willingness to obtain
- Experience with CRM platforms such as Salesforce or Microsoft Dynamics
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including insurance, loans, or investment vehicles
Tips for Your Financial Services Account Executive Job Search
Quantify your book of business
Hiring managers in financial services want numbers, not narratives. Replace phrases like 'grew revenue' with the actual portfolio size you managed, the number of accounts you closed, and the retention rate you maintained across your client base.
Match your licenses to each posting
Many postings specify Series 6, 7, 63, or 65 licenses, and some require property and casualty credentials. Scan the requirements section carefully and list only the licenses you actually hold in a dedicated credentials line near the top of your resume.
Apply early to roles that fit
Migrate Mate lists financial services account executive openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by client segment focus
Financial services AE roles differ sharply between small-business, mid-market, and enterprise books. Search postings for terms like 'SMB,' 'commercial,' or 'institutional' to find roles that match the client tier you already have experience working with.
Prepare a deal-story answer in advance
Interviewers in this space almost always ask you to walk through a complex deal or difficult client situation from start to close. Rehearse one story that covers the prospect's objections, your solution approach, and the final outcome, keeping it under three minutes.
Negotiate using comp structure, not just base
Financial services AE offers frequently split compensation between base, commission tier, and renewal overrides. Before your final conversation, understand each component so you can negotiate the commission rate or accelerator threshold rather than anchoring only on base salary.
Financial Services Account Executive Jobs: Frequently Asked Questions
Which companies are hiring the most financial services account executives?
The companies hiring the most financial services account executives right now include EY, Ally Financial, and Chainalysis, with the largest share of openings in New York, Massachusetts, and Connecticut, based on current listings on Migrate Mate as of June 2026. Demand tends to be strongest at regional banks, national insurance carriers, and independent wealth management firms.
How many financial services account executive jobs are remote?
About 36% of financial services account executive openings are fully remote or hybrid as of June 2026, with fully on-site roles remaining more common in commercial banking and insurance brokerage. Inside sales and fintech-focused account executive roles tend to offer the most flexibility, while roles that require in-person client meetings at branch locations are typically tied to a specific geography.
How do you become a financial services account executive?
Start by building foundational sales experience in a financial services environment, such as a banking associate, insurance agent, or financial advisor role. Obtain relevant FINRA licenses like the Series 6 or 7 if your target sector requires them. From there, move into a junior account executive or relationship manager role where you can develop a client portfolio before stepping into a full account executive position.
Can you get hired as a financial services account executive with little experience?
Yes, entry-level financial services account executive roles exist, particularly at insurance companies and regional banks that run structured training programs. Candidates with a finance or business degree, strong communication skills, and a willingness to study for licensing exams are competitive. Roles labeled 'associate account executive' or 'financial sales representative' are often the most accessible starting points without a deep sales background.
What does the financial services account executive interview process look like?
Most processes include an initial recruiter screen focused on your sales background and licensing status, followed by a hiring manager interview where you walk through past deals and client relationships. Later rounds often involve a role-play exercise, a case study, or a presentation to a panel. Some firms also run a background and credit check before extending an offer, given the client-facing financial nature of the role.
Where can I find and apply to financial services account executive jobs?
You can find and apply to financial services account executive jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background, licensing credentials, and preferred location or work format, then apply directly to each listing that fits.
See All Financial Services Account Executive Jobs
Jump back to the full list of openings and apply to any financial services account executive role that fits.
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