Want to join a team of highly motivated, team oriented individuals? Want to be a part of one of the fastest growing companies and hottest names in the fintech space? Wealth Access is changing the way advisors of high net worth individuals communicate with their clients. We offer the best in breed, completely mobile data aggregation and reporting platform for the high net worth advisor and investor community, and we are seeking an experienced sales executive to join our growing sales team.

Supported by an experienced staff of client service and engineering professionals, we seek an individual with a strong pro-active drive and experience selling to the financial service industry. We are experiencing rapid growth and are looking for a key individual to deliver our vision to the advisory space. Come be a part of something great at Wealth Access.


• Act as primary contact, closer, and all knowing resource in the sale of the Wealth Access offering
• Qualify sales leads based on the needs of the client and with a partnership mentality
• Support the identification of sales opportunities with existing clients
• Work in a team environment and work closely with the implementation/client services team to communicate necessary information regarding sales prospects
• Prospect and build a pipeline by traveling to cities within given territory; proficient at calling into various levels of an organization, identifying the right opportunities and their appropriateness for entering the pipeline and handling objections
• Nurture and continue to develop relationships with custodial business and technology consultants
• Communicate to company leadership on pipeline and potential closed business



• BA/BS in business, finance, engineering, or related concentration
• Minimum 2-5 years experience as a business/technology consultant at a custodial firm or strong relationships within that channel from previous work experience and/or:
– 3-5 years experience in fintech sales
– Proven history of setting sales goals and objectives and delivering results
– Enthusiastic prospector with a willingness to travel
– Client and team oriented attitude


To apply, click the button below and send your resume and cover via email to with the job title as message subject.

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