Financial Services Account Executive Jobs in New York
Financial Services Account Executive jobs in New York represent one of the most active and competitive markets in the country, concentrated in banking, wealth management, insurance, and capital markets across firms ranging from global investment banks to regional brokerages, with demand running from entry-level sales associates through senior relationship managers. The heaviest hiring is in New York City, with additional activity in White Plains and Melville, where firms like JPMorgan Chase, MetLife, and Morgan Stanley maintain large, enduring presences. The most in-demand specialties are institutional sales, commercial banking relationships, and insurance solutions. Find a role that fits below and apply directly.
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Showing 5 of 6+ Financial Services Account Executive jobs
We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.
About Our Team
Edelman Smithfield is a global financial communications firm with the power and scope of Edelman, the world’s largest integrated communications company. We specialize in financial markets and strategic situations, serving clients in the United States, Canada, EMEA, APAC, and beyond. Edelman Smithfield offers a deep and talented bench of approximately 250 financial market specialists across more than 25 cities and 15 countries.
Edelman Smithfield advises senior leaders and management teams navigating complex matters that impact reputation and valuation and has deep expertise in serving and communicating to the financial markets.
We are seeking a strategic, detail-oriented, and deeply knowledgeable Senior Account Executive with experience in financial services communications to join our team. This person will play a critical role in client service, project execution, media relations, and strategic communications, ensuring high-impact results for our clients.
This individual should have strong relationships with key reporters, a deep understanding of industry dynamics, and a natural curiosity about the stakeholders and evolving landscape of private capital firms, hedge funds, asset and wealth managers, investment and commercial banks, fintech companies, real estate investors, insurers and other institutional market participants.
Key Responsibilities:
- Lead communications strategies for financial services clients, ensuring tailored messaging and engagement.
- Serve as a client contact, ensuring consistent and high-quality communication.
- Assist in the creation and execution of communications plans and strategies, aligning with client objectives.
- Develop a deep understanding of clients’ businesses, key stakeholders, and industry landscapes, and apply this knowledge to provide strategic recommendations.
- Support senior leadership in identifying and mitigating challenges, ensuring client satisfaction.
- Work with leadership to develop media engagement strategies, maintaining and leveraging relationships with key financial journalists, producers, and influencers.
- Craft compelling thought leadership content, including op-eds, speeches, corporate messaging, and media materials.
- Provide proactive and reactive media counsel to clients, ensuring message alignment and positioning.
- Translate complex financial and regulatory topics into clear, compelling narratives for media, investors, and other key stakeholders.
- Contribute to multiple projects from inception to completion, ensuring timeliness, quality, and budget adherence.
- Oversee the work of junior team members, providing mentorship, feedback, and guidance.
- Collaborate with internal teams to develop integrated communications campaigns. Contribute to new business development, supporting proposal development, pitch preparation, and research efforts.
Basic Qualifications:
- Bachelor’s degree in political science, business, journalism, communications, or equivalent work experience. At least 2+ years of experience in corporate communications, financial services, or public relations, preferably in an agency setting.
Preferred Qualifications:
- Experience in financial communications, with a strong understanding of financial institutions, hedge funds, private equity, venture capital, and alternative assets.
- Strong media relations expertise, with established journalist relationships and a demonstrated ability to secure high-impact media coverage.
- Excellent verbal and written communication skills, with the ability to develop strategic messaging and thought leadership content.
- Strong project management skills, with a proactive, detail-oriented, and results-driven mindset. Ability to work effectively in fast-paced, high-pressure environments, managing multiple priorities simultaneously.
$70,000 - $83,000 a year
#LI-JLF
An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.
DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.
DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.
We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.
About Our Team
Edelman Smithfield is a global financial communications firm with the power and scope of Edelman, the world’s largest integrated communications company. We specialize in financial markets and strategic situations, serving clients in the United States, Canada, EMEA, APAC, and beyond. Edelman Smithfield offers a deep and talented bench of approximately 250 financial market specialists across more than 25 cities and 15 countries.
Edelman Smithfield advises senior leaders and management teams navigating complex matters that impact reputation and valuation and has deep expertise in serving and communicating to the financial markets.
We are seeking a strategic, detail-oriented, and deeply knowledgeable Senior Account Executive with experience in financial services communications to join our team. This person will play a critical role in client service, project execution, media relations, and strategic communications, ensuring high-impact results for our clients.
This individual should have strong relationships with key reporters, a deep understanding of industry dynamics, and a natural curiosity about the stakeholders and evolving landscape of private capital firms, hedge funds, asset and wealth managers, investment and commercial banks, fintech companies, real estate investors, insurers and other institutional market participants.
Key Responsibilities:
- Lead communications strategies for financial services clients, ensuring tailored messaging and engagement.
- Serve as a client contact, ensuring consistent and high-quality communication.
- Assist in the creation and execution of communications plans and strategies, aligning with client objectives.
- Develop a deep understanding of clients’ businesses, key stakeholders, and industry landscapes, and apply this knowledge to provide strategic recommendations.
- Support senior leadership in identifying and mitigating challenges, ensuring client satisfaction.
- Work with leadership to develop media engagement strategies, maintaining and leveraging relationships with key financial journalists, producers, and influencers.
- Craft compelling thought leadership content, including op-eds, speeches, corporate messaging, and media materials.
- Provide proactive and reactive media counsel to clients, ensuring message alignment and positioning.
- Translate complex financial and regulatory topics into clear, compelling narratives for media, investors, and other key stakeholders.
- Contribute to multiple projects from inception to completion, ensuring timeliness, quality, and budget adherence.
- Oversee the work of junior team members, providing mentorship, feedback, and guidance.
- Collaborate with internal teams to develop integrated communications campaigns. Contribute to new business development, supporting proposal development, pitch preparation, and research efforts.
Basic Qualifications:
- Bachelor’s degree in political science, business, journalism, communications, or equivalent work experience. At least 2+ years of experience in corporate communications, financial services, or public relations, preferably in an agency setting.
Preferred Qualifications:
- Experience in financial communications, with a strong understanding of financial institutions, hedge funds, private equity, venture capital, and alternative assets.
- Strong media relations expertise, with established journalist relationships and a demonstrated ability to secure high-impact media coverage.
- Excellent verbal and written communication skills, with the ability to develop strategic messaging and thought leadership content.
- Strong project management skills, with a proactive, detail-oriented, and results-driven mindset. Ability to work effectively in fast-paced, high-pressure environments, managing multiple priorities simultaneously.
$70,000 - $83,000 a year
#LI-JLF
An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.
DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.
DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.
See All 6 Financial Services Account Executive Jobs in New York
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Find JobsFinancial Services Account Executive Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Services Account Executive Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software
What New York Employers Look For
The qualifications that appear most often in financial services account executive jobs across New York.
- Active FINRA Series 7 and Series 63 or 66 licenses required or expected within 90 days
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience in B2B or consultative sales within financial services
- Proven ability to build and manage a book of business or client portfolio
- Familiarity with CRM platforms such as Salesforce to manage pipelines and activity
- Strong knowledge of financial products including securities, insurance, or lending solutions
Financial Services Account Executive Jobs in New York: Frequently Asked Questions
How do you become a financial services account executive in New York?
Most financial services account executive roles in New York require passing FINRA licensing exams, typically the Series 7 for general securities and the Series 63 or 66 for state-level registration with the New York Department of Financial Services. Candidates typically hold a bachelor's degree in finance, business, or economics, then join a firm as an associate or junior sales professional. Many New York employers sponsor candidates through their licensing exams during onboarding.
Which companies hire financial services account executives in New York?
Employers hiring financial services account executives in New York right now include Box, Braze, and Anaplan, based on current listings on Migrate Mate as of November 2026. New York's concentration of global banks, insurers, and asset managers means the hiring pool is unusually deep compared to most other states.
Which New York cities have the most financial services account executive jobs?
New York have the most financial services account executive openings in New York. New York City dominates because it is home to the headquarters and major offices of the largest U.S. banks, insurers, and investment firms, while cities like White Plains and Melville draw openings from regional wealth management and insurance operations serving the broader metro area.
Are there remote financial services account executive jobs in New York?
Yes, and more than some financial roles, since account management and relationship sales are often phone and video-based rather than requiring daily office presence. About 100% of financial services account executive openings tied to New York are remote or hybrid as of November 2026, with the most location-flexible positions typically in inside sales, insurance solutions, and asset management client services.
How can I get hired as a financial services account executive in New York with little or no experience?
The most realistic entry path is through a financial sales development or associate program at a large New York employer such as a major bank or insurance carrier, where candidates are hired without prior experience and supported through FINRA licensing. Firms like JPMorgan Chase, Prudential, and New York Life run structured new-hire programs specifically designed for candidates without a sales background. Moving from an adjacent role such as financial analyst, relationship banking associate, or insurance customer service representative is also a common lateral path into account executive positions.
Where can I find and apply to financial services account executive jobs in New York?
You can find and apply to financial services account executive jobs in New York on Migrate Mate, which lists current openings tied to the New York market. Find the roles that fit your background and apply directly from each listing.
See All 6 Financial Services Account Executive Jobs in New York
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