Senior Account Executive (SAE) Executive Business Development & Stra
Senior Account Executive (SAE) Executive Business Development & Strategic Growth
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid, Field & Remote Opportunities Available)
Position Type: Full-Time
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Department: Executive Business Development & Strategic Growth
Reports To: Director of Sales Executive Leadership & Revenue Growth
Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Strategic Growth Incentives + Career Advancement Opportunities
Build Strategic Relationships. Create Growth Opportunities. Lead Revenue Expansion.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking a highly motivated and results-driven Senior Account Executive (SAE) Executive Business Development & Strategic Growth professional to join our growing Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
The Senior Account Executive role is designed for an accomplished business development professional who excels at creating relationships, identifying opportunities, conducting executive-level conversations, and developing strategic partnerships that contribute to long-term company growth.
The ideal candidate is a relationship builder who understands consultative selling, enterprise client engagement, and the importance of delivering customized solutions to business owners, investors, professionals, and high-net-worth individuals.
Position Summary
The Senior Account Executive (SAE) is responsible for driving strategic business development initiatives, managing qualified sales opportunities, expanding client relationships, and supporting revenue growth objectives.
This position focuses on developing executive-level relationships, generating new business opportunities, managing strategic accounts, and representing Chrysolite IMC's Private Wealth Management and Commercial Real Estate investment solutions.
The SAE will work closely with Executive Leadership, Senior Asset Managers, Business Development teams, and Client Relationship Managers to identify opportunities and deliver exceptional client experiences.
Primary Responsibilities
Executive Business Development
Develop and execute strategic business development plans to expand market presence.
Identify and engage qualified prospects, business owners, investors, and strategic partners.
Build relationships with executive decision-makers and key stakeholders.
Conduct discovery meetings to understand client objectives, challenges, and opportunities.
Present Chrysolite IMC's investment management and business solutions.
Develop strategic account plans and growth strategies.
Create opportunities through networking, referrals, partnerships, and market outreach.
Strategic Growth Responsibilities
Expand regional and targeted market opportunities.
Develop relationships with professional networks and referral partners.
Support client acquisition and revenue growth initiatives.
Identify emerging business opportunities within Private Wealth Management and Commercial Real Estate.
Collaborate with leadership on strategic expansion initiatives.
Maintain awareness of market trends and competitive opportunities.
Account Management Responsibilities
Manage assigned prospect and client relationships.
Maintain consistent communication with key accounts.
Coordinate client meetings, presentations, and follow-up activities.
Maintain accurate account records within the Company's CRM system.
Track opportunities, milestones, decision-makers, and next steps.
Support client retention and long-term relationship development.
Business Development Activities
The Senior Account Executive will participate in:
Executive networking
B2B relationship development
Strategic prospecting
Client acquisition
Referral partner development
Investor relationship building
Business presentations
Market expansion activities
Account growth strategies
Client follow-up campaigns
Qualifications
Required Qualifications
Bachelor's degree preferred in Business, Finance, Marketing, Real Estate, Management, or related field.
Minimum 3+ years of experience in:
Business development
Account management
B2B sales
Financial services
Commercial real estate
Professional services
Relationship management
Strong communication, presentation, and negotiation skills.
Ability to develop trusted relationships with executives and business owners.
Strong organizational skills with the ability to manage multiple opportunities.
Experience using CRM systems and sales reporting tools.
Preferred Qualifications
Experience working with investors, entrepreneurs, business owners, or high-net-worth clients.
Experience selling financial services, investment solutions, consulting services, or commercial real estate.
Proven success managing complex sales cycles.
Strong professional network and relationship-building abilities.
Executive presentation experience.
Core Competencies
Successful candidates demonstrate:
Competency
Description
Strategic Thinking
Ability to identify growth opportunities and create business strategies
Relationship Management
Ability to build trusted long-term client partnerships
Consultative Selling
Ability to understand needs and provide solutions
Communication
Professional executive-level communication skills
Negotiation
Ability to develop mutually beneficial opportunities
Organization
Ability to manage accounts, tasks, and priorities
Leadership
Ability to influence and collaborate with teams
Accountability
Commitment to achieving measurable results
Performance Expectations (KPIs)
Senior Account Executives are expected to:
Performance Area
Expectations
Prospect Development
Build and maintain qualified opportunity pipeline
Client Meetings
Conduct professional discovery and strategy meetings
Business Development
Generate new relationships and opportunities
CRM Management
Maintain accurate activity and account records
Reporting
Submit required activity and performance reports
Revenue Growth
Contribute to company revenue objectives
Client Service
Deliver exceptional relationship management
Performance goals will be established based on assigned territory, market opportunity, and company objectives.
Compensation & Incentive Opportunities
Chrysolite IMC provides a performance-driven compensation structure that may include:
Competitive base salary
Uncapped commission opportunities
New account acquisition incentives
Revenue achievement bonuses
Strategic partnership incentives
Annual performance bonuses
Leadership development opportunities
Professional training and coaching
Compensation details will be reviewed during the interview process and documented within the applicable employment agreement and compensation plan.
Benefits
Eligible employees may have access to benefits including:
Medical insurance options
Dental and vision benefits
Retirement savings opportunities
Paid holidays and time off
Mileage reimbursement for approved business travel
Professional development programs
Leadership training
Career advancement opportunities
Employee recognition programs
Benefits are provided according to Company policies and applicable eligibility requirements.
Why Join Chrysolite IMC?
Chrysolite Investment Management Corporation is focused on building long-term relationships, delivering strategic investment solutions, and creating opportunities for clients and professionals.
Our team members have the opportunity to grow within an organization focused on:
Professional excellence
Client-centered solutions
Business development
Leadership growth
Strategic expansion
Long-term career advancement
If you are a motivated business development professional who enjoys building relationships, creating opportunities, and contributing to organizational growth, we invite you to apply.
Hiring Process
Qualified candidates may participate in:
Resume review
Initial phone interview
Virtual Zoom interview with leadership
Business development presentation assessment (if applicable)
Reference verification
Completion of employment documentation
Career Advancement Opportunities
Successful Senior Account Executives may advance into:
Major Account Executive (MAE)
Senior Asset Manager I
Senior Asset Manager II
Regional Business Development Manager
Director of Sales Executive Leadership & Revenue Growth
Apply Today
Join Chrysolite Investment Management Corporation and become part of a team focused on strategic growth, relationship excellence, and delivering innovative Private Wealth Management and Commercial Real Estate investment solutions. Please forward cover letter & resume to: for review and consideration.
Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are based on qualifications, experience, merit, business needs, and applicable law.