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FINTRXFI

Mid-Market Account Executive

FINTRX is an AI-powered private wealth intelligence platform providing comprehensive data on family offices, registered investment advisors, broker-dealers, and wealth teams to help asset managers and financial professionals drive growth.

FINTRX
United States only

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FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.

About the Role

We are looking for an experienced Mid-MarketAccount Executive to join our sales team. You will be responsible for a book of target accounts. Your goal is to build a relationship with the prospective buyer, understand their data & research needs and to ultimately sell FINTRX's various financial data & research offerings through a consultative sales process. This is a unique opportunity for someone to be part of a fast growing company, surrounded by motivated, hungry and professional individuals looking to bring a modern solution to the financial markets.

Responsibilities:

  • Work closely with sales and marketing teams to grow & expand the companies suite of; asset management and financial services customers.
  • Drive revenue growth through proactive outreach to key, target accounts
  • Partner and strategize with inside sales team to qualify prospective buyers and further them through their buyer journey in a consultative manner.
  • At a minimum achieve monthly, quarterly and annual sales targets.

Requirements

  • BS/BA degree - Entrepreneurship, sales, communications, finance and/or economics focus is a plus.
  • 3-5 years of sales experience in a closing role within the financial services or financial data space.
  • Previous BDR experience is a plus
  • Ability to understand client needs, and negotiate costs and services
  • The ability to demonstrate the value of our products in a persuasive, confident and professional manner.
  • Well organized with excellent attention to detail.
  • Competitive, goal oriented, and hungry individuals with a strong desire to win.

Benefits

  • Competitive annual salary + commission + bonus.
  • Unlimited Paid Time Off
  • Health, dental & vision insurance
  • 401k with employer match
  • Remote* and/or hybrid work arrangement

In addition to our competitive compensation package, we offer a highly motivated, growing and supportive environment with the opportunity to work alongside many other highly talented professionals. We strive to continually build on our evolving culture - which is built on; innovation, drive, and top tier product creation on behalf of our global client base.

FINTRX does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

*Candidate must be able to work EST business hours to be considered

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

3 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United States +/- 0 hours

About FINTRX

Learn more about FINTRX and their company culture.

View company profile

At FINTRX, we're building something transformative in the world of private wealth intelligence. Founded in 2014 by Russ D'Argento in Hingham, MA, the company has grown from a bootstrapped startup operating out of a spare bedroom into a leading AI-powered platform trusted by hundreds of firms globally. Our team combines deep industry expertise with cutting-edge technology to solve real problems faced by asset managers, fund distributors, and business development professionals navigating the complex private wealth ecosystem.

What sets FINTRX apart is our people-first culture and commitment to innovation. We operate in a hybrid environment where our Boston-based team collaborates daily to deliver actionable intelligence that drives results for our clients. Our platform is built on a foundation of rigorous research - backed by a 70+ person team that manually validates and enhances every data point - combined with advanced AI capabilities that transform raw data into strategic insights. At FINTRX, we value curiosity, ambition, and a genuine drive to modernize how financial professionals connect with the private wealth landscape. Whether you're identifying capital sources, recruiting top advisors, or preparing for a critical meeting, our team is obsessed with giving our users the competitive edge they need to succeed.

Employee benefits

Learn about the employee benefits and perks provided at FINTRX.

View benefits

Vacation Policy

Paid time off for rest and rejuvenation.

Health Insurance

Comprehensive health insurance coverage for employees and their families.

Retirement Benefits

Retirement savings and planning support to help employees secure their financial future.

Team Culture

Surrounded by hungry, professional individuals working to bring modern solutions to financial markets.

View FINTRX's employee benefits
Claim this profileFINTRX logoFI

FINTRX

Founded in

2014

Chief executive officer

Russ D'Argento

Employees live in

View company profile

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