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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Location: Hybrid | Must be based in the New York City area
We’re a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence – and questions into answers.
About the job
As a Senior Enterprise Account Executive in the Financial Services Sales Division, you will be managing and growing SAS' footprint with global iconic Banks and other Financial Services accounts.
This is a high profile role with great accounts and an exceptional team!
As a Senior Enterprise Account Executive, you will:
- Sell software, solutions, and services to current and prospective customers by leveraging sales opportunities to acquire, grow, and retain accounts within your assigned territory.
- Prospect within assigned accounts to uncover business needs, qualify opportunities, and determine resources required for success.
- Implement territory and account management strategies, identifying high-potential accounts, advancing opportunities through the sales cycle, and forecasting timelines to close business.
- Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ensure timely responses to qualified, high-revenue leads and strategic account development.
- Prepare quotations, proposals, and contracts, working cross-functionally to finalize agreements and set delivery schedules.
- Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do.
Required qualifications
- Bachelor’s degree in Business, Finance, Computer Science, Economics, or a related field (or equivalent professional experience of related education), training and experience may be considered in place of the above qualifications.
- Requires a minimum of either years of software/SaaS sales experience.
- Must have previous experience selling software or technical solutions into large global Banks and other Financial Services accounts.
- Looking for a hunter, who has a successful track record of selling complex technical solutions into large banks and other financial entities.
- Ability to analyze and evaluate territory dynamics and develop a sales plan; ability to communicate technical and business concepts and relate them to SAS applications and user needs; navigate complex sales cycles and the ability to work independently and as part of a team.
- Ability to travel up to 30% Equivalent combination of related education, training and experience may be considered in place of the above qualifications.
- Sales Planning: Develops and executes strategic sales plans to achieve revenue targets and drive business growth.
- Customer Centricity: Prioritizes customer needs and delivers tailored solutions that enhance satisfaction and loyalty.
- Relationship Building: Cultivates strong, trust-based relationships with clients and stakeholders to foster long-term partnerships.
- Obstacle Navigation: Proactively identifies and overcomes challenges to maintain momentum and deliver results.
- Insight Driven Value Creation: Leverages data and market insights to craft compelling value propositions that address client pain points.
- Self-Motivation: Demonstrates initiative and drive to exceed goals independently in a fast-paced, target-driven environment.
At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our inclusive workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers.
SAS only sends emails from verified “sas.com” email addresses and never asks for sensitive, personal information or money. If you have any doubts about the authenticity of any type of communication from, or on behalf of SAS, please contact Recruitingsupport@sas.com.
Location: Hybrid | Must be based in the New York City area
We’re a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence – and questions into answers.
About the job
As a Senior Enterprise Account Executive in the Financial Services Sales Division, you will be managing and growing SAS' footprint with global iconic Banks and other Financial Services accounts.
This is a high profile role with great accounts and an exceptional team!
As a Senior Enterprise Account Executive, you will:
- Sell software, solutions, and services to current and prospective customers by leveraging sales opportunities to acquire, grow, and retain accounts within your assigned territory.
- Prospect within assigned accounts to uncover business needs, qualify opportunities, and determine resources required for success.
- Implement territory and account management strategies, identifying high-potential accounts, advancing opportunities through the sales cycle, and forecasting timelines to close business.
- Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ensure timely responses to qualified, high-revenue leads and strategic account development.
- Prepare quotations, proposals, and contracts, working cross-functionally to finalize agreements and set delivery schedules.
- Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do.
Required qualifications
- Bachelor’s degree in Business, Finance, Computer Science, Economics, or a related field (or equivalent professional experience of related education), training and experience may be considered in place of the above qualifications.
- Requires a minimum of either years of software/SaaS sales experience.
- Must have previous experience selling software or technical solutions into large global Banks and other Financial Services accounts.
- Looking for a hunter, who has a successful track record of selling complex technical solutions into large banks and other financial entities.
- Ability to analyze and evaluate territory dynamics and develop a sales plan; ability to communicate technical and business concepts and relate them to SAS applications and user needs; navigate complex sales cycles and the ability to work independently and as part of a team.
- Ability to travel up to 30% Equivalent combination of related education, training and experience may be considered in place of the above qualifications.
- Sales Planning: Develops and executes strategic sales plans to achieve revenue targets and drive business growth.
- Customer Centricity: Prioritizes customer needs and delivers tailored solutions that enhance satisfaction and loyalty.
- Relationship Building: Cultivates strong, trust-based relationships with clients and stakeholders to foster long-term partnerships.
- Obstacle Navigation: Proactively identifies and overcomes challenges to maintain momentum and deliver results.
- Insight Driven Value Creation: Leverages data and market insights to craft compelling value propositions that address client pain points.
- Self-Motivation: Demonstrates initiative and drive to exceed goals independently in a fast-paced, target-driven environment.
At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our inclusive workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers.
SAS only sends emails from verified “sas.com” email addresses and never asks for sensitive, personal information or money. If you have any doubts about the authenticity of any type of communication from, or on behalf of SAS, please contact Recruitingsupport@sas.com.
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
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, Amazon Web Services, and Neo4j, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of September 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 September 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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