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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Showing 5 of 24+ Financial Services Account Executive jobs
Our Mission
Rebuild how the world works, to make institutions work better for the people they serve.
About Brain Co.
Brain Co. builds AI-native operating systems for large, regulated institutions. Each system is built for a specific industry, powered by agents that push real workflows forward. Underneath it all is Atlas, our proprietary platform that keeps customers in control, secure by design, and never locked into one model.
Why Now
Brain Co. is entering its next phase of production deployments on a national scale with an elite team built from Palantir, Google, Meta, and Nvidia, and a growing footprint across government, insurance, health, and financial services.
Joining now means shaping both the company and a new category of applied AI. Every project here ships to production and is expected to create measurable customer value and impact.
You'll work alongside exceptional peers on some of the hardest problems in applied AI. It’s the kind of work you'll still be proud of in ten years from now.
Why Brain Co.
You'll help build the financial-services business alongside the people developing and deploying the products. Your judgment will help determine which opportunities we pursue, how we win them and which recurring customer needs should shape the product.
Brain Co. builds AI systems that help large, regulated institutions carry out complex work. Our mission is to rebuild how the world works, to make institutions work better for the people they serve.
About the Role
Build Brain Co.'s financial services business, from the first buyer conversation to a signed engagement. You'll originate opportunities and lead consultative sales through close, working with the GM of Financial Services, product, engineering and deployment teams.
Our priority markets are banking & lending, asset & wealth management, and real estate investors. The work spans complex investment and core operational processes where agentic orchestration of people and data can dramatically improve speed, quality and business outcomes.
What you'll own
Create demand. Help shape our pitch and narrative, open doors and build a pipeline through targeted outreach, executive and industry relationships, partners, conferences and events. Choose the right accounts, earn substantive meetings and turn follow-up into sales qualified opportunities.
Discover and qualify. Convert marketing-generated and self-sourced leads into sales-qualified opportunities. Test the problem, economics, buyer, funding path and timing; know when to pursue, nurture or decline. Bring technical partners in early on data, security and implementation constraints.
Build the value case. Establish the customer's baseline and agree what improvement matters. Build clear briefs and proposals, partner with product and deployment on tailored demonstrations, and test the economic assumptions.
Lead the deal through close. Coordinate buyer and internal teams through scoping, pricing, security and legal review, procurement and negotiation. Validate commitments with product and deployment owners, then carry agreed scope, success measures and assumptions into a clear delivery handoff.
Inform what gets built. Distill recurring prospect needs, buying signals, objections and product gaps into recommendations for product strategy and roadmap priorities.
Build a repeatable sales motion. Keep account plans and forecasts accurate, learn from wins and losses, and create materials and practices that improve the next pursuit.
What you'll bring
10+ years of relevant experience. You bring experience in enterprise sales, business development or management consulting, with direct accountability for originating opportunities and independently driving complex commercial engagements through close.
Complex multimillion-dollar closes. You've personally sold and closed custom technology deployments or tailored technology engagements, shaping bespoke solution scope, navigating implementation tradeoffs, building a quantified value case, negotiating contracts and aligning delivery commitments.
Financial-services sales and domain depth. You've sold into financial services and can speak credibly about banking & lending, asset & wealth management, and real estate investing. You bring deep expertise in at least one of these markets.
Practical AI and technical fluency. You use AI in your own work, verify its outputs and can discuss data, integrations, evaluation and human oversight with buyers and technical partners.
Commercial judgment and execution. You create access, write clearly, put compelling materials together and keep several pursuits moving. You lead across teams without formal authority and do the detailed work yourself.
Bonus Points for
Experience selling AI products. You've won business for AI products or solutions and understand how customers evaluate, buy and deploy them.
Entrepreneurship. Experience building commercial motion and trusted relationships in a 0->1 startup environment.
Location and Travel
San Francisco, New York, or Remote. Remote candidates should be comfortable traveling to our San Francisco office 1–2 times per month.
Our Mission
Rebuild how the world works, to make institutions work better for the people they serve.
About Brain Co.
Brain Co. builds AI-native operating systems for large, regulated institutions. Each system is built for a specific industry, powered by agents that push real workflows forward. Underneath it all is Atlas, our proprietary platform that keeps customers in control, secure by design, and never locked into one model.
Why Now
Brain Co. is entering its next phase of production deployments on a national scale with an elite team built from Palantir, Google, Meta, and Nvidia, and a growing footprint across government, insurance, health, and financial services.
Joining now means shaping both the company and a new category of applied AI. Every project here ships to production and is expected to create measurable customer value and impact.
You'll work alongside exceptional peers on some of the hardest problems in applied AI. It’s the kind of work you'll still be proud of in ten years from now.
Why Brain Co.
You'll help build the financial-services business alongside the people developing and deploying the products. Your judgment will help determine which opportunities we pursue, how we win them and which recurring customer needs should shape the product.
Brain Co. builds AI systems that help large, regulated institutions carry out complex work. Our mission is to rebuild how the world works, to make institutions work better for the people they serve.
About the Role
Build Brain Co.'s financial services business, from the first buyer conversation to a signed engagement. You'll originate opportunities and lead consultative sales through close, working with the GM of Financial Services, product, engineering and deployment teams.
Our priority markets are banking & lending, asset & wealth management, and real estate investors. The work spans complex investment and core operational processes where agentic orchestration of people and data can dramatically improve speed, quality and business outcomes.
What you'll own
Create demand. Help shape our pitch and narrative, open doors and build a pipeline through targeted outreach, executive and industry relationships, partners, conferences and events. Choose the right accounts, earn substantive meetings and turn follow-up into sales qualified opportunities.
Discover and qualify. Convert marketing-generated and self-sourced leads into sales-qualified opportunities. Test the problem, economics, buyer, funding path and timing; know when to pursue, nurture or decline. Bring technical partners in early on data, security and implementation constraints.
Build the value case. Establish the customer's baseline and agree what improvement matters. Build clear briefs and proposals, partner with product and deployment on tailored demonstrations, and test the economic assumptions.
Lead the deal through close. Coordinate buyer and internal teams through scoping, pricing, security and legal review, procurement and negotiation. Validate commitments with product and deployment owners, then carry agreed scope, success measures and assumptions into a clear delivery handoff.
Inform what gets built. Distill recurring prospect needs, buying signals, objections and product gaps into recommendations for product strategy and roadmap priorities.
Build a repeatable sales motion. Keep account plans and forecasts accurate, learn from wins and losses, and create materials and practices that improve the next pursuit.
What you'll bring
10+ years of relevant experience. You bring experience in enterprise sales, business development or management consulting, with direct accountability for originating opportunities and independently driving complex commercial engagements through close.
Complex multimillion-dollar closes. You've personally sold and closed custom technology deployments or tailored technology engagements, shaping bespoke solution scope, navigating implementation tradeoffs, building a quantified value case, negotiating contracts and aligning delivery commitments.
Financial-services sales and domain depth. You've sold into financial services and can speak credibly about banking & lending, asset & wealth management, and real estate investing. You bring deep expertise in at least one of these markets.
Practical AI and technical fluency. You use AI in your own work, verify its outputs and can discuss data, integrations, evaluation and human oversight with buyers and technical partners.
Commercial judgment and execution. You create access, write clearly, put compelling materials together and keep several pursuits moving. You lead across teams without formal authority and do the detailed work yourself.
Bonus Points for
Experience selling AI products. You've won business for AI products or solutions and understand how customers evaluate, buy and deploy them.
Entrepreneurship. Experience building commercial motion and trusted relationships in a 0->1 startup environment.
Location and Travel
San Francisco, New York, or Remote. Remote candidates should be comfortable traveling to our San Francisco office 1–2 times per month.
Financial Services Account Executive Jobs by Experience Level
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Find JobsFinancial Services Account Executive Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software
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 Braze, Google, and Talkdesk, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of November 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 100% of financial services account executive openings are fully remote or hybrid as of November 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 24 Financial Services Account Executive Jobs
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