Top Fintech Account Executive (AE) Jobs in Los Angeles, CA

The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.

Sell and market mutual funds, ETFs and asset allocation products to advisors across Northern California, Oregon, Washington, and Alaska. Drive net new assets through relationship development, present approved materials, use Salesforce to track activity, coordinate with internal wholesalers, and travel frequently across the territory to execute an annual business plan.

Drive new enterprise business for Toppan Merrill's SaaS products by prospecting, engaging decision-makers, managing a territory and client base, leading senior negotiations, presenting value-based consultative solutions (notably Quinn), and coordinating with marketing, solutions sales, and product teams to close deals and maximize revenue.

Manage and grow a nationwide portfolio of corporate, commercial, and municipal clients via virtual relationship management. Drive revenue through solution-based selling, end-to-end deal management, pricing, negotiations, relationship planning, performance monitoring, and ensuring regulatory compliance and client service.

Field-based sales role responsible for growing revenue and transactions across an assigned California territory through in-person agent visits, relationship management, onboarding support, competitive analysis, reporting, and cross-functional issue resolution. Requires frequent travel, territory residency, and meeting/exceeding sales targets while executing local growth initiatives.

Manage the full sales cycle in B2B fintech sales, engage finance leaders, drive adoption of AP automation solutions, and maintain a healthy pipeline of opportunities.

The Account Executive will drive new business sales, manage a book of business, attend events to engage the startup community, and advocate for client needs while exceeding revenue targets.

Drive relationships and sales with major wirehouse firms, advisors, branches and private wealth teams. Deliver thought leadership, practice management, and investment perspectives; collaborate with relationship management and internal partners to grow access, deepen relationships, and increase sales across mutual funds, ETFs, SMAs, models, alternatives and retirement solutions.

Sell investment management, advisory, and asset servicing to institutional clients (foundations, endowments, nonprofits). Source and qualify prospects, respond to RFPs, deliver presentations with internal partners, cross-sell services, maintain market knowledge, ensure compliance with laws/regulations, and manage complex client activities to retain and grow accounts.

The Account Executive will prospect and acquire new customers, meet sales quotas, build relationships with clients, and collaborate with internal teams to drive growth.