Join a high-performing sales team focused on helping financial institutions mitigate risk, prevent fraud, and make informed identity and trust decisions. Our team partners with broker-dealers and financial services organizations to deliver innovative fraud, identity, and risk solutions that drive measurable business outcomes. We are a collaborative, client-focused group that works closely with Product, Data Science, and Professional Services teams to deliver strategic solutions that address complex industry challenges and create long-term customer value.
About the Role
We are seeking a results-driven Account Manager / New Business Development Executive to lead growth initiatives within the broker-dealer segment. This role is primarily focused on identifying, developing, and closing new business opportunities while managing a select portfolio of existing accounts.
The ideal candidate will have a proven track record of enterprise sales success, strong consultative selling skills, and experience navigating complex, multi-stakeholder sales cycles. You will build executive-level relationships, develop strategic account plans, and position fraud, identity, and risk solutions that help clients achieve their business objectives.
Responsibilities
Drive new business development within the broker-dealer market through proactive prospecting, pipeline generation, and strategic account engagement.
Identify, qualify, and close complex, high-value, multi-year sales opportunities.
Develop and execute territory plans focused on broker-dealers and adjacent financial services organizations.
Build and maintain trusted relationships with C-level executives and senior decision-makers to uncover business priorities and growth opportunities.
Apply a consultative, value-based sales approach to understand customer challenges and align solutions with business objectives.
Create compelling business cases, proposals, and presentations tailored to client needs and strategic initiatives.
Leverage industry expertise in fraud, identity, and risk management solutions to position differentiated offerings and drive competitive wins.
Manage and expand a portfolio of existing accounts by identifying upsell and cross-sell opportunities that enhance client outcomes.
Own revenue performance against assigned sales quotas, including accountability for pipeline creation, forecasting, and deal conversion.
Partner closely with Product, Data Science, Professional Services, and other internal stakeholders to design and deliver integrated client solutions.
Maintain accurate sales forecasts, pipeline activity, and account plans within CRM systems.
Stay informed on industry trends, regulatory changes, and competitive developments impacting the broker-dealer and financial services sectors.Requirements
Required Qualifications
Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent professional experience.
Proven success in enterprise sales, business development, or account management within the financial services industry.
Experience selling complex solutions through consultative, value-based sales methodologies.
Demonstrated ability to prospect, build pipeline, and close high-value opportunities.
Track record of achieving or exceeding sales quotas and revenue targets.
Strong executive presence with the ability to influence senior stakeholders and decision-makers.
Excellent communication, presentation, negotiation, and relationship management skills.
Ability to effectively collaborate across cross-functional teams to deliver customer-focused solutions.Preferred Qualifications
Experience working with broker-dealers, wealth management firms, capital markets organizations, or other financial services institutions.
Knowledge of fraud prevention, digital identity, risk management, compliance, or related solutions.
Familiarity with CRM platforms and sales forecasting methodologies.
Strong analytical and strategic planning capabilities.
Experience developing business cases and executive-level proposals for enterprise clients.
Primary Location Base Pay Range: Home based-New York $131,300 - $243,700. Total Target Cash Range: $201,900 - $374,700.If performed in New York City, the base pay range is $143,200 - $265,800, the total target cash range is $220,200 - $408,800.If performed in Rochester, NY, the base pay range is $119,300 - $221,500, the total target cash range is $183,500 - $340,700.If performed in New Jersey, the base pay range is $150,766 - $240,834, the total target cash range is $232,001 - $370,599.Pay mix between base and variable pay varies based on sales role; please discuss with the recruiter.We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location.
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