Financial Services Account Executive Jobs in Salt Lake City, UT
Financial services account executive jobs in Salt Lake City are concentrated in the Central Business District, Sugar House, and the Granary District, with strong demand across wealth management, insurance, and banking. Employers hiring right now include University of Utah, Zions Bancorporation, and Goldman Sachs. Find a role that fits below and apply directly.
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Overview
This is a hybrid, but local position, as it will require on-site work/meeting weekly.
As a patient-focused organization, University of Utah Health exists to enhance the health and well-being of people through patient care, research and education. Success in this mission requires a culture of collaboration, excellence, leadership, and respect. University of Utah Health seeks staff that are committed to the values of compassion, collaboration, innovation, responsibility, integrity, quality and trust that are integral to our mission. EO/AA
Position is restricted to UUHC Finance and Accounting Office. This position is responsible for querying and analyzing large data sets, refining and optimizing reporting solutions, ensuring data accuracy and integrity, and collaborating with cross-functional teams to develop and execute long-term strategies aligned with organizational goals. The ideal candidate will possess a strong analytical mindset, experience converting large amounts of data into consumer-friendly reports, excellent problem solving and communication skills, and a proven track record of delivering actionable insights to support informed decision-making and drive operational excellence.
Corporate Overview: The University of Utah is a Level 1 Trauma Center and is nationally ranked and recognized for our academic research, quality standards and overall patient experience. Our five hospitals and eleven clinics provide excellence in our comprehensive services, medical advancement, and overall patient outcomes.
Responsibilities
Essential Functions
Strong problem-solving skills with the ability to apply creativity to data analytics.
Queries and analyzes large data sets and develops and validates user-friendly reports.
Facilitates strategic decision-making processes by providing insights on planning, policy development, work methodologies, procedural enhancements, resource utilization, organizational structuring, assignment distribution, and information management.
Conducts comprehensive program and operations research and analysis with a focus on financial metrics to drive informed decision-making.
Designs and develops customized reports tailored to meet specific financial analysis and reporting requirements.
Collaborates closely with stakeholders and departments to gather and synthesize financial data along with business requirements, ensuring alignment of reporting objectives with actionable data.
Provides expert support for the optimization and maintenance of all financial systems integral to operational reporting and efficiency.
Contributes to the University of Utah Health's short and long-range financial planning cycle through data-driven insights and recommendations.
Transforms complex business challenges into actionable technical solutions, bridging the gap between business needs and technological capabilities.
Conducts in-depth analyses and audits on financial data, patient-level financial metrics, and other statistical indicators to drive financial performance improvements.
Knowledge / Skills / Abilities
Ability to perform the essential functions of the job as outlined above.
Demonstrated human relations and effective communication skills.
Ability to provide key decision makers an objective view regarding products or services and values.
Knowledge and application of theoretical concepts to practical applications.
Qualifications
Required
Bachelor's degree in Accounting, Finance, Analytics, Information Systems, Business Administration, Health Care Administration, a related field, or the equivalent experience.
Four years of progressively more responsible financial management analyst experience.
Experience conducting data analysis using relational databases.
Experience in using reporting software packages including: Excel,SQL,Tableau, Python, etc.
Qualifications (Preferred)
Preferred
Master's degree in a related field.
Experience with cost accounting and other cost allocation methodologies.
Database design experience.
Working Conditions and Physical Demands
Employee must be able to meet the following requirements with or without an accommodation.
- This is a sedentary position that may exert up to 10 pounds and may lift, carry, push, pull or otherwise move objects. This position involves sitting most of the time and is not exposed to adverse environmental conditions.
Physical Requirements
Listening, Manual Dexterity, Near Vision, Sitting, Speaking, Standing, Walking
Multi-lingual Candidates Welcomed
To inquire about this posting, email: careers@hsc.utah.edu
EEO Statement
University of Utah Health Hospitals and Clinics, a part of The University of Utah, values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patient populations.
All qualified individuals are encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
University of Utah Health Hospitals and Clinics, a part of The University of Utah, is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran's status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability, please contact the University of Utah Health Hospitals and Clinics Human Resources office at 801-581-6500. If you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity (OEO). More information, including the Director/Title IX Coordinator's office address, electronic mail address, and telephone number can be located at:www.utah.edu/nondiscrimination/
Online reports may be submitted atoeo.utah.edu/
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Hospitals and Clinics Human Resources at (801) 581-6500 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or Hospitals and Clinics Human Resources at (801) 581-6500 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
Requisition Number 84384
Reg/Temp Regular
Employment Type Full-Time
Shift Day
Work Schedule 8-5
Clinical/Non-Clinical Status Non-Clinical
Location Name Business Services Building
Workplace Set Up Hybrid
City SALT LAKE CITY
State UT
Department COR ISC 10M FINANCE OPERATIONS
Category Finance/Accounting
Workplace Set Up Hybrid
See All 36 Financial Services Account Executive Jobs in Salt Lake City
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Find JobsFinancial Services Account Executive Job Market in Salt Lake City
Who's Hiring
- University of Utah9

- Zions Bancorporation6

- Goldman Sachs2

- State of Utah2

- AgReserves2

Top Industries Hiring
- Banking & Financial Services6
- Education5
- Investment & Asset Management2
- Insurance1
- Manufacturing1
Financial Services Account Executive Jobs in Salt Lake City: Frequently Asked Questions
How do I get a financial services account executive job in Salt Lake City?
The strongest path into a financial services account executive role in Salt Lake City is targeting the city's dense concentration of insurance carriers, regional banks, and credit unions anchored in the Central Business District and Sugar House corridor. Candidates who come in with a book of business, a Series 65 or Series 7 license, or prior B2B sales experience in financial products stand out. Networking through the Salt Lake Chamber or local CFA society events also opens doors that online applications often don't.
Which companies hire financial services account executives in Salt Lake City?
Salt Lake City financial services account executive roles are posted by University of Utah, Zions Bancorporation, and Goldman Sachs and others right now, based on current listings on Migrate Mate as of July 2026. The local market is a mix of national insurers and broker-dealers with Salt Lake City offices and homegrown fintech and wealth management firms that have scaled significantly over the past decade.
Are there remote financial services account executive jobs in Salt Lake City?
Yes, though availability depends heavily on the role type, since account executives handling local commercial or retail clients are typically expected on-site, while those managing national accounts or working in insurance renewals often have more flexibility. About 23% of financial services account executive openings tied to Salt Lake City are remote or hybrid as of July 2026, with the most remote-friendly positions concentrated in benefits administration and institutional sales.
How can I get a financial services account executive job in Salt Lake City with little or no experience?
The most realistic entry path in Salt Lake City is starting as a financial sales associate or client service representative at one of the city's many insurance agencies or credit unions, then moving into a full account executive role after six to twelve months. Local employers including regional banks and independent wealth advisory firms regularly hire entry-level candidates who hold or are actively pursuing a Series 65, Series 7, or Life and Health license, treating the license as a signal of commitment rather than requiring prior sales results.
Which industries hire the most financial services account executives in Salt Lake City?
Most financial services account executive openings in Salt Lake City sit in Banking & Financial Services, Education, and Investment & Asset Management, per current listings on Migrate Mate as of July 2026. Salt Lake City's growth as a back-office and fintech hub for national firms has expanded local hiring well beyond traditional banking, pulling in demand from insurance, investment advisory, and payments companies that have established significant operations along the Wasatch Front.
See All 36 Financial Services Account Executive Jobs in Salt Lake City
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