VP of Account Management

A leading fintech company is seeking a senior commercial leader to oversee a team of Enterprise Account Managers responsible for revenue growth, client retention, and strategic expansion across a portfolio of large financial services clients. This is a highly visible leadership opportunity for someone who excels at driving upsell and cross-sell revenue within existing enterprise relationships while developing a high-performing team. The role focuses on deepening partnerships with banks, broker-dealers, RIAs, wealth management firms, and other financial institutions.

VP, Account Management | WealthTech

What We're Looking For

• 10+ years of Enterprise SaaS sales or account management leadership experience within financial services, wealth technology, or fintech.
• Demonstrated success managing and closing complex enterprise expansion, renewal, upsell, and cross-sell opportunities with deal values exceeding $500K+.
• Strong executive presence with experience engaging C-suite stakeholders including CEOs, COOs, CROs, Heads of Wealth Management, and Digital Banking leaders.
• Experience selling wealth management, advisor technology, digital banking, client onboarding, financial planning, portfolio management, data, compliance, or related fintech solutions.
• Proven use of MEDDIC or similar sales methodologies in complex enterprise sales environments.

This is an opportunity to join a rapidly growing organization where you'll help shape commercial strategy, build future sales leaders, and drive meaningful revenue growth across a sophisticated enterprise client base.

If you've consistently led teams, managed strategic financial services relationships, and closed $500K+ enterprise expansion deals using a structured MEDDIC process, this could be the ideal role for you.