We are hiring elite sales talent to join our
Greenwich-based, in-office Private Wealth Management Summit team as an Account Executive. In this role, you will drive attendance from senior investment professionals at Single and Multi-Family Offices, directly impacting the quality, prestige, and success of our Summits.
If you're a strong B2B salesperson looking to break into private wealth, this role offers serious exposure, training, and upside while representing one of the most respected brands in the private markets.
Key Responsibilities- Secure attendance from senior investment professionals from Single and Multi-Family Offices.
- Build relationships with Heads of Investments, CIOs, and Principals.
- Own your sales process end-to-end.
- Represent a market-leading global brand with credibility and confidence.
Qualifications- 2-3 years of proven B2B sales experience.
- Strong communication, presence, and closing ability.
- Finance / Economics degree preferred (Master's a plus).
- Comfortable in a high-expectation, relationship-driven sales environment.
- Motivated, resilient, competitive.
- Greenwich-based or willing to relocate (in-office role).
Compensation & Benefits- Competitive base + uncapped commission.
- Exclusive Manager-in-Training program for selected global candidates after year 2.
- Continuous training and mentorship. Access to global LMS platform and sales mastery program. Extensive sales tape library to review top performers' work product. Call shadowing, whisper and live coaching, and group and individual tape training every week.
- HubSpot CRM to manage relationships, prospect data, and pipelines.
- Business travel to 5-star resorts in locations like Beverly Hills, Miami, Boston, and Las Vegas.
- We are rated in the top 20 UK companies for work/life balance.
- Health, dental, and vision insurance. 12+ annual paid holidays including holiday shutdown from Christmas to New Year's Day.
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