Account Executive - Family Office SaaS

We are proud to be partnering with an innovative WealthTech provider at the forefront of transforming the family office landscape, as they seek to appoint an experienced Account Executive to support their continued growth in the UK and Europe.

In order to be successful, applicants must be able to demonstrate a minimum of 5 years' experience in SaaS sales, targeting family offices, HNW or private wealth clients.

WealthTech / UHNW Family Office SaaS Solutions

Remote, UK

The Position:

The appointed Account Executive will assume responsibility for:

• Proactively identifying and qualifying new business opportunities within the UHNW, family office, and institutional wealth management sectors.
• Lead consultative sales engagements to deeply understand client needs and demonstrate tailored platform solutions.
• Delivering compelling product demonstrations, highlighting the platform’s ability to simplify complex wealth structures and workflows.
• Building managing, and converting a strong sales pipeline, progressing opportunities from initial outreach through to contract close.
• Working cross-functionally with marketing, product, and implementation teams to ensure seamless handover and long-term client success.

The Candidate:

Applicants will be expected to demonstrate:

• 5–10 years of experience in SaaS, FinTech, or enterprise software sales.
• Prior experience working with UHNW clients, family offices, or institutional wealth managers
• Demonstrable success in complex, consultative, multi-stakeholder sales cycles.
• Strong understanding of financial services or wealth management ecosystems.
• UK-based, with flexibility for occasional travel across the UK and Europe.
• Highly motivated, self-directed, and comfortable working in a fast-paced, growth-oriented environment.

The Company:

Our client is a fast-growing WealthTech company transforming the way ultra-high-net-worth families and family offices manage complex wealth. Their end-to-end platform unifies investment reporting, entity management, accounting, and operations into a single, streamlined solution. Focused on efficiency, transparency, and control, they empower family offices to work smarter.

• Lots of growth opportunities
• Flexible work environment
• Competitive compensation
• Wellness programs & great employer benefits (includes dental+ vision +massage, etc)
• Competitive long-term incentive plan to permanent employees in the form of rewarding Stock Options that are above and beyond market standards.