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Sr. Account Executive - Institutions

Blumberg Portfolio

New York, NY · Senior

$128,000 – $160,000

Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

A senior sales role selling data and AI platform software to large institutional investors, asset managers, and financial firms globally. This position suits experienced enterprise software salespeople comfortable navigating complex multi-stakeholder deals and building long-term strategic relationships with C-level executives.

Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • Proven track record leading complex enterprise sales cycles in SaaS or platform software
  • Experience in wealth management or financial services sales
  • Ability to build and maintain long-term client relationships
  • Strong executive communication and stakeholder engagement skills
  • Cross-functional collaboration and project leadership
  • Consultative selling approach
  • Self-directed with ability to operate autonomously
  • Legal authorization to work in the United States without sponsorship

Nice to have

  • Background selling to institutional investors or asset managers
  • Experience with global or multi-regional accounts
  • Knowledge of investment operations or portfolio management domains
  • Track record of multi-year contract management and account expansion

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