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associate account executive banking and wealth

Plaid

<div>
 We believe that the way people interact with their finances will drastically improve in the next few years. We&rsquo;re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid&rsquo;s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
 
 
 Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.
 
 
 Plaid&rsquo;s Banking &amp; Wealth team partners with financial institutions to modernize digital banking, payments, and wealth experiences. As an Inside Sales Rep / Associate AE, you will drive early-stage pipeline, shepherd financial institutions through discovery, and own the closing process for smaller deals. You&rsquo;ll collaborate closely with senior AEs, Solutions Engineering, and cross-functional partners to help banks, credit unions, and wealth platforms adopt Plaid&rsquo;s connectivity, identity, payments, and data solutions.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms
 </li>
 <li>
 Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation.
 </li>
 <li>
 Own and close smaller deals (&le; $100K ARR) independently or with support from your manager and field AE.
 </li>
 <li>
 Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution.
 </li>
 <li>
 Partner with senior AEs on larger, multi-stakeholder deals.
 </li>
 <li>
 Assist senior AEs with early-stage qualification and strategy and qualification
 </li>
 <li>
 Craft tailored value narratives for financial institutions and support product demonstrations.
 </li>
 <li>
 Provide structured, industry-specific feedback to Product, Risk, and GTM.
 </li>
 <li>
 Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 1&ndash;3 years in Inside Sales, SDR/BDR, or junior AE roles; fintech or financial institution sales a plus.
 </li>
 <li>
 Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders.
 </li>
 <li>
 Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers.
 
 
 </li>
 </ul>
 $73,416 - $96,600 a year
 
 
 The target base salary for this position ranges from $73,416/year in Raleigh-Durham to $96600/year in San Francisco and New York.
 
 
 The base salary range listed for this full-time position excludes commission (if applicable), equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills, experience, and relevant education or training.
 
 
 Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
 
 
 Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected] .
 
 
 Please review our Candidate Privacy Notice here .
</div>

Associate Account Executive - Banking and Wealth

NBT Bank

<div>
 Pay Range: $18.50 - $20.81
 
 
 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.
 
 
 
 Education and Experience:
 
 
 
 <ul>
 <li>
 High School Diploma or Equivalent
 </li>
 <li>
 Minimum one year experience in related banking positions or equivalent sales/customer service experience
 
 
 </li>
 </ul>
 
 Skills and Abilities:
 
 
 
 <ul>
 <li>
 Excellent listening &amp; communication skills
 </li>
 <li>
 Ability to approach, identify and have conversations with customers and identify needs and opportunities
 </li>
 <li>
 Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
 </li>
 <li>
 Ability to function in a fast paced, ever-changing environment
 </li>
 <li>
 Ability to work well with people as a team
 </li>
 <li>
 Proficient computer skills
 
 
 </li>
 </ul>
 
 Tasks Performed:
 
 
 
 <ul>
 <li>
 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms &amp; reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company.
 </li>
 <li>
 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
 </li>
 <li>
 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
 </li>
 <li>
 5% Performs other duties as assigned and required.
 
 
 </li>
 </ul>
 
 Physical Requirements:
 
 
 
 <ul>
 <li>
 Communicate effectively with internal and/or external customers
 </li>
 <li>
 Stationary 50% of time
 </li>
 <li>
 Move about within or between locations
 </li>
 <li>
 Bend, Twist, Crouch, Squat
 </li>
 <li>
 Move Objects to Maximum 20 lbs
 
 
 </li>
 </ul>
 
 Why Work at NBT
 
 
 
 At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community &ndash; because your success drives our success.
 
 
 
 Wellbeing
 
 
 
 At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
 
 
 
 Community Involvement
 
 
 
 NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
 
 
 
 Culture
 
 
 
 NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
 
 
 
 Career Development
 
 
 
 Whether you&rsquo;re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
 
 
 
 Total Rewards
 
 
 
 NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives &ndash; ensuring you feel valued every step of the way.
 
 
 
 Business Stability
 
 
 
 NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
 
 
 
 Benefits for Full-Time Employees:
 
 
 
 <ul>
 <li>
 Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
 </li>
 <li>
 Parental Leave: Six weeks of paid leave at 100% of your salary.
 </li>
 <li>
 Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
 </li>
 <li>
 Dental and Vision Coverage: Ensuring your overall health and well-being.
 </li>
 <li>
 Flexible Spending Accounts: For healthcare and dependent care expenses.
 </li>
 <li>
 Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
 </li>
 <li>
 Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
 </li>
 <li>
 Voluntary Benefits: Including hospital, accident, and critical illness coverage.
 </li>
 <li>
 Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
 </li>
 <li>
 Adoption Assistance: Supporting your growing family.
 </li>
 <li>
 Tuition Reimbursement: Invest in your education and career growth.
 </li>
 <li>
 Employee Assistance Program (EAP): Access to support and resources.
 </li>
 <li>
 Pet Insurance: For all your furry friends.
 </li>
 <li>
 Financial and Banking Services: Various banking services benefits and financial planning assistance.
 
 
 </li>
 </ul>
 
 Benefits for Part-Time Employees Working 20+ Hours/Week:
 
 
 
 <ul>
 <li>
 Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
 </li>
 <li>
 Dental and Vision Coverage: Ensuring your overall health and well-being.
 </li>
 <li>
 Voluntary Benefits: Including hospital, accident, and critical illness coverage.
 </li>
 <li>
 Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
 
 
 </li>
 </ul>
 
 Benefits for All Part-Time Employees:
 
 
 
 <ul>
 <li>
 Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
 </li>
 <li>
 Paid Sick and Safe Leave: For your health and safety.
 </li>
 <li>
 Employee Assistance Program (EAP): Access to support and resources.
 </li>
 <li>
 Financial and Banking Services: Various banking services benefits and financial planning assistance.
 
 
 </li>
 </ul>
 
 Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
 
</div>

Relationship Banking Associate

JPMorganChase

<div>JOB DESCRIPTION 
Join J.P. Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You&rsquo;ll play a key role in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team member, solutions-oriented team-member who consistently delivers best-in-class service, J.P. Morgan is the place for you.
As an Advisor Engagement Manager, you will lead the strategy and execution of training and practice management initiatives for Workplace Solutions advisors. You will work closely with advisors to instill a comprehensive understanding of equity awards and to optimize commercial reinvestment outcomes. Working in a complex, team-oriented, and fast-paced environment, you&rsquo;ll partner with advisors, product teams, and operations to deliver a seamless and integrated experience for participants and advisors. You should be a problem-solver with a client-first mindset, and inspiring confidence and trust among advisors and internal stakeholders.
Job responsibilities<ul><li>
Design and implement comprehensive training and prequalification programs for advisors, ensuring alignment with the business&rsquo; strategic goals and enhancing advisor effectiveness.</li><li>
Prepare and facilitate engaging seminars and webcasts designed to help advisors position equity awards with participants across wealth levels, piquing interest in broader financial planning benefits.</li><li>
Develop and manage leads management processes, leveraging systems and tools to track advisor-to-participant engagement metrics and optimize conversion strategies.</li><li>
Collaborate with Workplace Solutions team members and broader firm stakeholders to seamlessly integrate advisors into the participant experience.</li><li>
Analyze data to refine and target training and lead management strategies, increasing advisor engagement.</li><li>
Provide ongoing support and coaching to field teams, ensuring successful adoption of enablement programs and sharing industry trends and best practices.</li><li>
Serve as a true expert in equity plan reinvestment strategies, articulating these nuances in an easy-to-understand format.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Bachelor&rsquo;s degree or equivalent.</li><li>
5+ years of experience in the equity plan or workplace industry.</li><li>
FINRA Securities Industry Essentials, Series 7, and Series 63 licenses required for the position; candidates without licenses must obtain them within 90 days of start date.</li><li>
Proven ability to operate effectively in a matrix organization, managing tight deadlines and multiple stakeholders.</li><li>
Exceptional public speaking skills.</li><li>
Strong communications skills including active listening, the ability to assess needs and adapt approach in real-time, empathy, , and clear communication.</li><li>
Ability and willingness to travel (10-20% travel vs in-office anticipated) to deliver onsite seminars to advisors.</li><li>
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Experience in an advisor-facing role is highly preferred.</li><li>
Certified Equity Professional (CEP) certification is preferred.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Workplace Solutions, Advisor Engagement Manager

Career Launch AI

<div><h1 class="jobSectionHeader">Healthcare Investment Banking Analyst / Associate &ndash; Career Launch AI Talent Network</h1>
Location: San Francisco, CA &amp; New York, NY 
Compensation:<ul><li>
Analyst: $150,000 &ndash; $250,000+ total compensation</li><li>
Associate: $250,000 &ndash; $450,000+ total compensation 
(Varies by firm) 
Type: Full-Time</li></ul><h2 class="jobSectionHeader">
About This Opportunity</h2>
This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board &mdash; high-paying, competitive healthcare M&amp;A and capital markets opportunities that members receive exclusive access to.
To get matched with roles like this automatically, visit: 
 https://www.careerlaunch.ai/
Healthcare IB is one of the most sought-after pathways in finance, offering strong compensation, accelerated career growth, and exposure to biotech, pharmaceutical, medtech, and healthcare services transactions.<h2 class="jobSectionHeader">
About the Role</h2>
A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&amp;A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.
You&rsquo;ll collaborate closely with senior bankers, clients, and cross-functional deal teams on high-impact transaction work.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Support execution of M&amp;A transactions, IPOs, and capital raises in healthcare</li><li>
Build detailed financial models, including:<ul><li>
DCF, LBO, merger models</li><li>
Operating &amp; valuation analyses</li></ul></li><li>
Conduct market research across biotech, pharma, medtech, and healthcare services</li><li>
Prepare pitchbooks, investor materials, and client presentations</li><li>
Participate in due diligence across financial, clinical, product, and regulatory areas</li><li>
Analyze industry trends and company performance metrics</li><li>
Assist with deal structuring, transaction logistics, and closing processes</li></ul><h2 class="jobSectionHeader">
Ideal Candidate Profile</h2><ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Biology, Engineering, or related field</li><li>
Strong understanding of valuation, financial modeling, and corporate finance</li><li>
Interest in healthcare markets, biotech innovation, or medical technology</li><li>
Experience in IB, consulting, equity research, or life sciences preferred</li><li>
Exceptional analytical ability and attention to detail</li><li>
Excellent communication skills and a strong work ethic</li></ul><h2 class="jobSectionHeader">
How Career Launch AI Helps You Land Healthcare IB Roles</h2>
Breaking into healthcare investment banking is highly competitive due to firms preferring:<ul><li>
Target-school candidates</li><li>
Prior IB or finance experience</li><li>
Internal referrals</li></ul>
Career Launch AI improves your access by offering:<h3 class="jobSectionHeader">
AI-Powered Job Matching</h3>
We identify and apply to aligned healthcare IB roles across top bulge brackets, elite boutiques, and growth-focused advisory firms.<h3 class="jobSectionHeader">
Custom Resume Versions for IB &amp; Healthcare Finance</h3>
We create targeted resume variants that highlight financial modeling, analytical work, and healthcare domain knowledge.<h3 class="jobSectionHeader">
Warm Recruiter &amp; Banker Outreach</h3>
We help connect you to investment banking teams and recruiting contacts across healthcare-focused groups.<h3 class="jobSectionHeader">
Interview Prep for IB &amp; Technicals</h3>
We support preparation on:<ul><li>
Technical modeling</li><li>
Healthcare deal frameworks</li><li>
Market trends (biotech, pharma, medtech)</li><li>
Behavioral &amp; fit interviews</li><li>
Deal walkthroughs</li></ul>
 Apply directly at https://www.careerlaunch.ai/
#Workwolf</div>

Healthcare Investment Banking Analyst / Associate

Blue Owl Capital

<div>
 Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives&reg;.
 
 
 With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
 
 
 Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com
 
 
 
 The Role
 
 
 
 The Sales Service Associate (
 
 SSA
 
 ) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. The Associate will partner with the Market Team to maintain a high level of service, facilitate the needs of our clients, and optimize the Market Team&rsquo;s effectiveness with reporting and CRM management.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Partner with Market Team: Sr. Market Leader, Market Leader, and Relationship Management Associate (RMA) to support sales initiatives and investor service requests.
 </li>
 <li>
 Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).
 </li>
 <li>
 Liaison between operations and sales team streamlining an efficient and best-in-class client experience.
 </li>
 <li>
 Develop operational and business processing expertise across our selling syndicate to assist Financial Advisors through white glove service.
 </li>
 <li>
 Become a knowledgeable resource on private market strategies, competitors, and products available in the alternative industry.
 </li>
 <li>
 Demonstrates competence in our core, perpetual strategies, and high-level understanding of campaign funds to assist with fundraising
 </li>
 <li>
 Coordinate investor information to help sales teams maximize product impact.
 </li>
 <li>
 Generate ad hoc reports for sales team.
 </li>
 <li>
 Maintain data integrity in CRM database.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor's degree with 1-3 years of related experience preferred.
 </li>
 <li>
 FINRA licenses (SIE, Series 7, and Series 63) not required but encouraged.
 
 
 </li>
 </ul>
 
 Skills &amp; Attributes
 
 
 
 <ul>
 <li>
 Strong interpersonal skills with proven ability to build effective relationships.
 </li>
 <li>
 High proficiency in Microsoft Excel, Word and PowerPoint.
 </li>
 <li>
 Excellent interpersonal and written communication.
 </li>
 <li>
 Detail oriented.
 </li>
 <li>
 Strong time management and organizational skills.
 </li>
 <li>
 Diplomacy in client interactions.
 </li>
 <li>
 Work independently and in a team environment.
 </li>
 <li>
 Proactive and innovative self-starter.
 </li>
 <li>
 Entrepreneurial mindset with a high level of accountability.
 
 
 </li>
 </ul>
 It is expected that the base annual salary range for this New York City-based position will be $80,000 to $95,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
 
 
 Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
 
 
 Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
</div>

Sales Service, Private Wealth, Associate

Madison Hunt

<div>
 
 Madison Hunt is partnered with a global middle-market private equity platform with ~$20B of assets under management to support the hiring of an Associate / Senior Associate for one of it's New York City&ndash;based investment teams.
 
 
 
 
 
 This team is an impact-focused private equity strategy centered on industrial, business services, and infrastructure-adjacent businesses. The role offers private equity execution with full-cycle deal exposure, while investing in companies aligned with sustainability, resource efficiency, and operational improvement themes.
 
 
 
 
 
 The Associate / Senior Associate will work closely with senior investors in a lean, high-responsibility environment and be actively involved across sourcing, diligence, execution, and portfolio support.
 
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 2&ndash;4+ years of Investment Banking and/or Private Equity experience
 </li>
 <li>
 Preference for backgrounds in industrials, business services, energy-adjacent, or infrastructure-related sectors
 </li>
 <li>
 Strong financial modeling and diligence capabilities
 </li>
 <li>
 Comfortable operating in a small team with significant ownership
 </li>
 </ul>
</div>

Associate - Industrials Private Equity

LinkedIn

<div>
 
 Company Description
 
 
 
 LinkedIn is the world&rsquo;s largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We&rsquo;re also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that&rsquo;s built on trust, care, inclusion, and fun &ndash; where everyone can succeed.
 
 
 Join us to transform the way the world works.
 
 
 
 Job Description
 
 
 
 At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team.
 
 
 LinkedIn&rsquo;s Sales Solutions team is dedicated to improving the world of sales and business development with Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and sellers.
 
 
 As a Key Account Director, you are the go-to business sponsor at LinkedIn Sales Solutions to some of the world&rsquo;s most important and complex companies and use your strategic selling skills to consult and educate prospective buyers on the benefits and value of these platforms for their client-facing and revenue organizations. In this role, you will focus on the Professional and Financial Services verticals, covering leading and emerging consulting, accounting, and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - supporting their efforts to grow their business. You will work to establish yourself and the broader LinkedIn team as a trusted advisor to these firms, sharing insights, building business cases, developing deep relationships, and inspiring your clients to embrace new challenges and opportunities for growth. You will also work directly with multiple parts of LinkedIn&rsquo;s business including Sales leadership, Customer Success, Marketing, and Insights/Analytics.
 
 
 This Key Account Director role includes leading a sales pod comprised of a supporting Account Director and cross-functional partners. You will be responsible for providing strategic direction and oversight of the overall territory while partnering with the supporting Account Director to drive growth efforts.
 
 
 Responsibilities:
 
 
 <ul>
 <li>
 Understand how LinkedIn Sales Navigator can be used by our Professional &amp; Financial Services clients and make compelling recommendations for additional investments in LinkedIn
 </li>
 <li>
 Build account plans for your named accounts (~12 to 15) to understand key decision makers, org charts, current investment, product utilization and new revenue opportunity
 </li>
 <li>
 Understand where the opportunity exists in each account and work closely with your pod (Account Director + Customer Success Manager) to coordinate a strategy for expanding the account
 </li>
 <li>
 Inspire and coordinate across clients and internal partners to grow your accounts
 </li>
 <li>
 Plan out your activities and meetings to ensure you and your pod are focused on your largest opportunities
 </li>
 <li>
 Build and deliver product ROI analysis to your key clients with support from cross-functional teams
 </li>
 <li>
 Run a quarterly business review with all your key clients to understand their key company initiatives, review product utilization, provide key updates on LinkedIn and our expanding portfolio of solutions, and sell solutions that will address key corporate initiatives
 </li>
 <li>
 Grow the revenue from the named accounts by 50-100%, through upsell on renewals and by identifying and closing new multi-million dollar business/product contracts
 </li>
 <li>
 Use CRM every day for tracking activities and, most importantly, forecasting
 </li>
 <li>
 Communicate with the Executive and the Product team about what you are hearing from the market and, when appropriate, push the organization to think about what we need to develop to stay competitive
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 Basic Qualifications:
 
 
 <ul>
 <li>
 7+ years of experience in Enterprise Sales
 </li>
 <li>
 5+ years of experience managing Enterprise accounts in net new and expansion environment
 
 
 
 </li>
 </ul>
 Preferred Qualifications:
 
 
 <ul>
 <li>
 10+ years in quota carrying roles working with large, complex client organizations
 </li>
 <li>
 Experience in the financial services or professional services industry
 </li>
 <li>
 BA/BS Degree or MBA degree in a related field
 </li>
 <li>
 Successful track record of reaching and/or exceeding goals
 </li>
 <li>
 Proven experience managing both directly and indirectly through influence and alignment
 </li>
 <li>
 Experience working in high-growth, performance-focused environments
 </li>
 <li>
 Demonstrated ability to develop and execute on account strategy plans, structure complex deals, manage multiple strategic partnerships and develop business to support growth
 </li>
 <li>
 Proven track record of exceeding quota and sales targets in a high-growth/fast-paced environment
 </li>
 <li>
 Experience selling, presenting to and influencing EVPs, C-Level clients and end-users (in the same sales cycle) in both individual and team sale environments
 </li>
 <li>
 Superior strategic and analytical and negotiating skills and ability to present complex topics in a way that is simple and easy to understand
 </li>
 <li>
 Experience managing large, complex accounts in net new and renewal environment
 </li>
 <li>
 Proven success in selling brand new, disruptive technology
 </li>
 <li>
 Excellent written and verbal communication skills
 
 
 </li>
 </ul>
 Suggested Skills:
 
 
 <ul>
 <li>
 Consultative Selling
 </li>
 <li>
 Executive-level communications
 </li>
 <li>
 Problem Solving
 </li>
 <li>
 Negotiation
 
 
 
 </li>
 </ul>
 LinkedIn is committed to fair and equitable compensation practices.
 
 
 The pay range for this role is $212,000 to $324,000 OTE. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
 
 
 The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit https://careers.linkedin.com/benefits.
 
 
 
 Additional Information
 
 
 
 
 Equal Opportunity Statement
 
 
 
 We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
 
 
 LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful.
 
 
 If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at accommodations@linkedin.com and describe the specific accommodation requested for a disability-related limitation.
 
 
 Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to:
 
 
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 <li>
 Documents in alternate formats or read aloud to you
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 Having interviews in an accessible location
 </li>
 <li>
 Being accompanied by a service dog
 </li>
 <li>
 Having a sign language interpreter present for the interview
 
 
 
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 A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response.
 
 
 LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information.
 
 
 
 San Francisco Fair Chance Ordinance
 
 
 
 Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records.
 
 
 
 Pay Transparency Policy Statement
 
 
 
 As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: https://lnkd.in/paytransparency.
 
 
 
 Global Data Privacy Notice for Job Candidates
 
 
 
 Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: https://legal.linkedin.com/candidate-portal.
 
 
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Key Account Director, Professional & Financial Services - LinkedIn Sales Solutions

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