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UX Designer

Jewish Federation of Metropolitan Detroit

Jewish Federation of Metropolitan Detroit

Bloomfield Hills, MI, USA
Posted on Thursday, April 18, 2024

Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences.

Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provide a unified financial picture all in one place, enabling better business decisions and exceptional client experiences.

Our data unification SaaS platform is designed for financial institutions, allowing them to help their clients via a customer portal backed by all their financial data all shown in a single place. We are looking for someone who loves helping us make the financial world clearer for everyone.

As an Account Executive, your role will be to build new strategic-level client relationships and developing strategies to ensure relationship retention and expansion.


● Act as the primary contact, closer, and all-knowing resource in making enterprise sales.
● Conduct outbound prospecting and lead generation activities by phone, email, and social media
● Qualify sales leads based on the needs of the client and with a partnership mentality.
● Support the identification of sales opportunities with existing clients.
● Work in a team environment and work closely with the product, implementation, and client success
team to communicate necessary information regarding sales prospects.
● Prospect and build a pipeline by traveling; proficient at calling into various levels of an organization,
identifying the right opportunities and their appropriateness for entering the pipeline, and handling
● Nurture and continue to develop relationships with consultants and industry partners.
● Communicate to company leadership on pipeline and potential closed business.
● Represent Wealth Access in front of prospects and at market events.
● Work with other sales professionals to form a highly effective sales team.


● Ability to self-manage to set goals and objectives and deliver results
● Ability to develop relationships with all levels within prospective client companies
● Ability to be client-centric
● Ability to work cross-functionally and exercise influence across various departments
● Ability to communicate verbally and in writing with all levels of employees
● Detail-oriented
● Strong attention to detail
● Excellent presentation skills with the ability to adjust messaging according to the audience
● Strong verbal and written communication skills

Education and/or Experience:

● BA/BS in business, finance, economics, or a related concentration
● Minimum 5 year of experience in FinTech (SaaS) sales with strong relationships within the bank channel
● Proven history of setting sales goals and objectives and delivering results
● Experience with Salesforce

Physical Demands and Work Environment:

● Work is performed in an office setting.
● Must have ability to travel overnight.
● Required to use close vision, distance vision, color vision, peripheral vision, depth perception and
have the ability to focus.
● Must have clear, easy-to-understand oral communication ability.
● Ability to sit for prolonged periods.

About Wealth Access

Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.