Senior Level Financial Services Associate Jobs
Senior level financial services associate jobs place experienced professionals in ownership roles, leading client portfolios, complex transactions, and the junior staff who support them. Openings concentrate in Technology & Software, Accounting & Auditing, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings, and employers like Databricks, Baker Tilly Canada, and Box hiring at this level now.
Find JobsOverview
Showing 5 of 22+ Senior Level Financial Services Associate jobs
Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
See All 22 Senior Level Financial Services Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsSenior Level Financial Services Associate Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software10
- Accounting & Auditing3
- Consulting & Professional Services3
- Healthcare & Medical Services2
- Retail1
Senior Level Financial Services Associate Jobs: Frequently Asked Questions
How do I get a senior level financial services associate job?
Employers hiring at the senior level look for candidates who can own outcomes independently, not just execute tasks. Demonstrating a history of managing client relationships, leading deal processes, or mentoring junior associates gives you a real edge. Tailor your resume to show scope and decision-making authority, and highlight any specialized credentials such as a CFA, CFP, or Series licenses relevant to the role.
Which companies hire senior level financial services associates?
Companies hiring senior level financial services associates right now include Databricks, Baker Tilly Canada, and Box, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from regional and national banks, investment firms, insurance companies, and wealth management practices that need experienced professionals to lead client-facing and advisory work.
Are there remote senior level financial services associate jobs?
Yes, though availability varies by employer and function. About 59% of senior level financial services associate openings are remote or hybrid as of November 2026, with hybrid arrangements being most common at firms that require periodic in-person client meetings or team collaboration. Fully remote roles tend to appear more often in operations, compliance, and back-office financial services functions.
What makes a financial services associate role senior level?
Senior level roles are defined by ownership, not just contribution. At this stage, you are expected to manage complex client accounts or transactions independently, set priorities for a workstream or team, and serve as a go-to resource for less experienced colleagues. The scope expands beyond task execution to include judgment calls, stakeholder relationships, and accountability for outcomes rather than just activities.
Which industries hire the most senior level financial services associates?
Senior Level financial services associate roles concentrate in Technology & Software, Accounting & Auditing, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they handle high-value client relationships, regulatory complexity, and transaction volume that requires experienced professionals who can operate with minimal oversight.