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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We're a Gartner-recognized AI services company helping enterprises put GenAI into production through domain-specific language models, agentic AI, and Intelligence Engineering. Financial Services & Banking is one of our fastest-growing verticals, and we're looking for our first dedicated Senior Account Executive in Chicago to own it.
If you understand how banks, financial institutions, and fintech organizations buy enterprise technology—and you can sell complex, consultative AI services from first conversation through signed engagement—this is a rare opportunity to build a high-impact business in one of the fastest-growing AI markets.
Compensation:
$150,000 - $200,000 yearly
Responsibilities:
The role
You'll own the full sales cycle for Financial Services & Banking clients across the US, turning inbound opportunities and self-generated pipeline into signed GenAI implementation engagements. This is a consultative, multi-stakeholder enterprise sale—you'll qualify opportunities, shape solutions with our engineering teams, lead commercial discussions, navigate procurement, security, legal, and executive stakeholders, close deals, and ensure a seamless transition to our delivery and account management teams.
Working as a Senior Account Executive at Navtech, you will:
Own opportunities from first call through contracting — discovery, solutioning, proposals, security reviews, negotiations, and close.
Qualify opportunities rigorously and make sharp go / no-go decisions.
Build pipeline from both inbound leads and your own Banking & Financial Services network.
Lead responses to RFPs, RFIs, and enterprise procurement processes.
Orchestrate cross-functional teams — engineering, delivery, legal, finance, and security — while aligning client stakeholders throughout the sales cycle.
Build trusted relationships with business and technology leaders, including executive stakeholders.
Onboard new customers and transition them smoothly to Delivery and Account Management.
Qualifications:
Who Are We Looking For Exactly?
8+ years closing complex, consultative B2B deals — ideally in AI services, IT services, enterprise software, cloud, or systems integration.
Experience selling into Banking, Financial Services, Insurance (BFSI), or FinTech organizations, with a network you can leverage.
The ability to sell technical, AI-led engagements credibly — you can articulate business value and ROI without being an engineer, and know when to bring one into the conversation.
A track record navigating multi-stakeholder enterprise deals through procurement, IT, security, legal, and executive stakeholders.
Strong discovery skills and a structured qualification approach (MEDDICC, MEDDIC, BANT, or similar).
A self-starter who thrives with autonomy and can work across time zones with a global delivery team.
Bonus points: Experience selling GenAI, AI/ML, cloud, or data services; relationships with banks, financial institutions, fintechs, or insurance companies; familiarity with lending, payments, wealth management, fraud, risk, compliance, or customer experience transformation.
About Company
Navtech is a premier IT software and Services provider. Navtech’s mission is to increase public cloud adoption and build cloud-first solutions that become trendsetting platforms of the future. We have been recognized as the Best Cloud Service Provider at GoodFirms for ensuring good results with quality services.
Here, we strive to innovate and push technology and service boundaries to provide best-in-class technology solutions to our clients at scale. We deliver to our clients globally from our state-of-the-art design and development centers in the US, Hyderabad, and Pune. We’re a fast-growing company with clients in the United States, UK and Europe.
Why Navtech?
Yearly performance review and Appraisals.
Competitive pay package with additional bonus and benefits.
Work with US, UK and Europe based industry-renowned clients for exponential technical growth.
Opportunities to work on multiple projects.
Work with a culturally diverse team from different geographies.
We're a Gartner-recognized AI services company helping enterprises put GenAI into production through domain-specific language models, agentic AI, and Intelligence Engineering. Financial Services & Banking is one of our fastest-growing verticals, and we're looking for our first dedicated Senior Account Executive in Chicago to own it.
If you understand how banks, financial institutions, and fintech organizations buy enterprise technology—and you can sell complex, consultative AI services from first conversation through signed engagement—this is a rare opportunity to build a high-impact business in one of the fastest-growing AI markets.
Compensation:
$150,000 - $200,000 yearly
Responsibilities:
The role
You'll own the full sales cycle for Financial Services & Banking clients across the US, turning inbound opportunities and self-generated pipeline into signed GenAI implementation engagements. This is a consultative, multi-stakeholder enterprise sale—you'll qualify opportunities, shape solutions with our engineering teams, lead commercial discussions, navigate procurement, security, legal, and executive stakeholders, close deals, and ensure a seamless transition to our delivery and account management teams.
Working as a Senior Account Executive at Navtech, you will:
Own opportunities from first call through contracting — discovery, solutioning, proposals, security reviews, negotiations, and close.
Qualify opportunities rigorously and make sharp go / no-go decisions.
Build pipeline from both inbound leads and your own Banking & Financial Services network.
Lead responses to RFPs, RFIs, and enterprise procurement processes.
Orchestrate cross-functional teams — engineering, delivery, legal, finance, and security — while aligning client stakeholders throughout the sales cycle.
Build trusted relationships with business and technology leaders, including executive stakeholders.
Onboard new customers and transition them smoothly to Delivery and Account Management.
Qualifications:
Who Are We Looking For Exactly?
8+ years closing complex, consultative B2B deals — ideally in AI services, IT services, enterprise software, cloud, or systems integration.
Experience selling into Banking, Financial Services, Insurance (BFSI), or FinTech organizations, with a network you can leverage.
The ability to sell technical, AI-led engagements credibly — you can articulate business value and ROI without being an engineer, and know when to bring one into the conversation.
A track record navigating multi-stakeholder enterprise deals through procurement, IT, security, legal, and executive stakeholders.
Strong discovery skills and a structured qualification approach (MEDDICC, MEDDIC, BANT, or similar).
A self-starter who thrives with autonomy and can work across time zones with a global delivery team.
Bonus points: Experience selling GenAI, AI/ML, cloud, or data services; relationships with banks, financial institutions, fintechs, or insurance companies; familiarity with lending, payments, wealth management, fraud, risk, compliance, or customer experience transformation.
About Company
Navtech is a premier IT software and Services provider. Navtech’s mission is to increase public cloud adoption and build cloud-first solutions that become trendsetting platforms of the future. We have been recognized as the Best Cloud Service Provider at GoodFirms for ensuring good results with quality services.
Here, we strive to innovate and push technology and service boundaries to provide best-in-class technology solutions to our clients at scale. We deliver to our clients globally from our state-of-the-art design and development centers in the US, Hyderabad, and Pune. We’re a fast-growing company with clients in the United States, UK and Europe.
Why Navtech?
Yearly performance review and Appraisals.
Competitive pay package with additional bonus and benefits.
Work with US, UK and Europe based industry-renowned clients for exponential technical growth.
Opportunities to work on multiple projects.
Work with a culturally diverse team from different geographies.
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
- Distribution & Wholesale
- Banking & Financial Services
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 Amazon Web Services, Neo4j, and Anaplan, with the largest share of openings in New York, Illinois, and Massachusetts, based on current listings on Migrate Mate as of August 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 80% of financial services account executive openings are fully remote or hybrid as of August 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.
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Find roles that match your experience and apply in just a few clicks.
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