Learn more at About Toppan Merrill The Opportunity We are seeking a strategic, consultative Enterprise Sales Executive to drive new business and expand existing client relationships within financial ...
Learn more at About Toppan Merrill The Opportunity We are seeking a strategic, consultative Enterprise Sales Executive to drive new business and expand existing client relationships within financial ...
Learn more at About Toppan Merrill The Opportunity We are seeking a strategic, consultative Enterprise Sales Executive to drive new business and expand existing client relationships within financial ...
Learn more at About Toppan Merrill The Opportunity We are seeking a strategic, consultative Enterprise Sales Executive to drive new business and expand existing client relationships within financial ...
The Account Executive, Financial Services role is a critical hunter-focused sales position ... Comfort in selling directly to brands/in-house marketing teams through consultative, solution-based ...
The Account Executive, Financial Services role is a critical hunter-focused sales position ... Comfort in selling directly to brands/in-house marketing teams through consultative, solution-based ...
IT Financial Consultant
Memphis, TN · On-site
$80K - $110K/yr
Communicate technical and financial system concepts clearly to executive, management, and ... P consulting, IT finance, or a comparable hybrid role * Demonstrated experience supporting ...
Quick apply
IT Financial Consultant
Memphis, TN · On-site
$80K - $110K/yr
Communicate technical and financial system concepts clearly to executive, management, and ... P consulting, IT finance, or a comparable hybrid role * Demonstrated experience supporting ...
Our client is seeking a high-performing Hunter Sales Executive to drive net-new logo acquisition and build a strong pipeline of consulting services opportunities within the Financial Services ...
Our client is seeking a high-performing Hunter Sales Executive to drive net-new logo acquisition and build a strong pipeline of consulting services opportunities within the Financial Services ...
Our client is seeking a high-performing Hunter Sales Executive to drive net-new logo acquisition and build a strong pipeline of consulting services opportunities within the Financial Services ...
Our client is seeking a high-performing Hunter Sales Executive to drive net-new logo acquisition and build a strong pipeline of consulting services opportunities within the Financial Services ...
Outside Sales Executive, Financial Institutions
Akron, OH · On-site +1
$40K/mo
Outside Sales Executive, Financial Institutions About Global Payments Every day, Global Payments ... Conduct consultative sales presentations and live product demos to help merchants modernize ...
Outside Sales Executive, Financial Institutions
Akron, OH · On-site +1
$40K/mo
Outside Sales Executive, Financial Institutions About Global Payments Every day, Global Payments ... Conduct consultative sales presentations and live product demos to help merchants modernize ...
Outside Sales Executive, Financial Institutions
Akron, OH · On-site
$40K/mo
Outside Sales Executive, Financial Institutions About Global Payments Every day, Global Payments ... Conduct consultative sales presentations and live product demos to help merchants modernize ...
Outside Sales Executive, Financial Institutions
Akron, OH · On-site
$40K/mo
Outside Sales Executive, Financial Institutions About Global Payments Every day, Global Payments ... Conduct consultative sales presentations and live product demos to help merchants modernize ...
Proven consultative selling skills and ability to influence senior-level stakeholders * Strong ... executive presence * Technologically proficient with an aptitude for business processes and ...
Proven consultative selling skills and ability to influence senior-level stakeholders * Strong ... executive presence * Technologically proficient with an aptitude for business processes and ...
Financial Consultant, Global Procurement Project Management Office
Chicago, IL · On-site
$74.20 - $126.20/hr
Financial Consultant, Global Procurement Project Management Office page is loaded## Financial ... Coordinate inputs from multiple stakeholders to support consolidated reporting and executive ...
Financial Consultant, Global Procurement Project Management Office
Chicago, IL · On-site
$74.20 - $126.20/hr
Financial Consultant, Global Procurement Project Management Office page is loaded## Financial ... Coordinate inputs from multiple stakeholders to support consolidated reporting and executive ...
External - Posting Description Financial Consultant III - 518735 Organization: Finance Department ... Executive Order 12564, Public Law 100-71 and the Mandatory Guidelines for Federal Workplace Drug ...
External - Posting Description Financial Consultant III - 518735 Organization: Finance Department ... Executive Order 12564, Public Law 100-71 and the Mandatory Guidelines for Federal Workplace Drug ...
Client Executive - Financial Services
Charlotte, NC · On-site
$74K - $101K/yr
Role Overview The Senior Principal, Client Executive at Cabin Consulting is a senior client and commercial leader responsible for establishing, growing, and scaling Cabin's strategic Financial ...
Quick apply
Client Executive - Financial Services
Charlotte, NC · On-site
$74K - $101K/yr
Role Overview The Senior Principal, Client Executive at Cabin Consulting is a senior client and commercial leader responsible for establishing, growing, and scaling Cabin's strategic Financial ...
Anaplan is seeking a results-driven Enterprise Account Executive - Financial Services to join our ... Conduct highly effective, consultative presentations to key C-suite level decision-makers ...
Anaplan is seeking a results-driven Enterprise Account Executive - Financial Services to join our ... Conduct highly effective, consultative presentations to key C-suite level decision-makers ...
As a Strategic Account Executive for Financial Services, you will own a focused book of named ... Drive net new ARR and expansion revenue through a consultative, value-based sales approach * Lead ...
As a Strategic Account Executive for Financial Services, you will own a focused book of named ... Drive net new ARR and expansion revenue through a consultative, value-based sales approach * Lead ...
Meet/exceed Strategic Account Consultant targets. In addition to the listed daily responsibilities ... * Willingness to develop even higher business and financial acumen. * Must have strong ...
Meet/exceed Strategic Account Consultant targets. In addition to the listed daily responsibilities ... * Willingness to develop even higher business and financial acumen. * Must have strong ...
Sales Executive, Financial Markets Compliance Industry Specialized IT Services Location: NYC USA ... Consultants, Professional Services, Tech Team, Executives, Partners, etc. Ability to deliver ...
Sales Executive, Financial Markets Compliance Industry Specialized IT Services Location: NYC USA ... Consultants, Professional Services, Tech Team, Executives, Partners, etc. Ability to deliver ...
The Financial Benefits Consultant serves as a trusted relationship partner for highly compensated ... Working closely with Executive Planners and Benefits Planners, this role supports the execution of ...
The Financial Benefits Consultant serves as a trusted relationship partner for highly compensated ... Working closely with Executive Planners and Benefits Planners, this role supports the execution of ...
... Financial Services accounts, with a primary focus on expanding within large, existing customer ... Partner with Solution Consulting (Solutions Engineering) and Solution Sales Executives to translate ...
... Financial Services accounts, with a primary focus on expanding within large, existing customer ... Partner with Solution Consulting (Solutions Engineering) and Solution Sales Executives to translate ...
We are looking for a Sales Executive to play a vital role in generating interest in LR services ... Utilize a proven, consultative sales process to assess business needs and product fit with both ...
We are looking for a Sales Executive to play a vital role in generating interest in LR services ... Utilize a proven, consultative sales process to assess business needs and product fit with both ...
Align internal cross-functional resources-including Customer Success, Solutions Consultants, and ... executives. Required Qualifications * Degree: Bachelor's Degree in Marketing, Business ...
Align internal cross-functional resources-including Customer Success, Solutions Consultants, and ... executives. Required Qualifications * Degree: Bachelor's Degree in Marketing, Business ...
Executive Financial Consultant information
See salary details
$45.5K - $57.2K
7% of jobs
$57.2K - $68.9K
7% of jobs
$77.6K is the 25th percentile. Wages below this are outliers.
$68.9K - $80.5K
14% of jobs
$80.5K - $92.2K
16% of jobs
The median wage is $96K / yr.
$92.2K - $103.9K
18% of jobs
$103.9K - $115.6K
11% of jobs
$117.2K is the 75th percentile. Wages above this are outliers.
$115.6K - $127.3K
17% of jobs
$127.3K - $139K
5% of jobs
$139K - $150.6K
4% of jobs
$150.6K - $162.3K
1% of jobs
$162.3K - $174K
0% of jobs
$45.5K
$103.9K
$174K
How much do executive financial consultant jobs pay per year?
What are the key skills and qualifications needed to thrive as an executive financial consultant?
What is the difference between Executive Financial Consultant vs Financial Advisor?
| Aspect | Executive Financial Consultant | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or CPA often preferred | CFP, ChFC, or similar certifications common |
| Work Environment | Typically works with high-net-worth clients or corporate executives | Serves a broad client base, including individuals and families |
| Employer & Industry Usage | Used in consulting firms, private banks, and corporate settings | Common in financial planning firms, banks, and independent practices |
Executive Financial Consultants and Financial Advisors both provide financial guidance, but Executive Financial Consultants often focus on high-net-worth clients and corporate strategies, requiring advanced certifications. Financial Advisors serve a wider audience with more general financial planning services. The roles overlap in credentials and industry usage, but their client focus and work environment differ.
How does an executive financial consultant typically collaborate with other departments within an organization?
Full-time
Medical, Dental, Vision, Life
Re-posted 2 days ago
Job description
Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.
At Toppan Merrill, you will find a culture that will encourage, empower and challenge your unique qualities to enable you to reach your full potential. Toppan Merrill leadership is committed to inspire and help you reach that potential. You'll work with dynamic colleagues, experts in their fields, who are eager to share their knowledge with you. Every day, you'll have new and exciting opportunities to make life brighter for our Clients, who are at the heart of everything we do.
Learn more at https://www.toppanmerrill.com/careers/. About Toppan Merrill
The Opportunity
We are seeking a strategic, consultative Enterprise Sales Executive to drive new business and expand existing client relationships within financial services. This is not a transactional sales role.
Success in this position requires the ability to:
- Sell complex, multi-year solution engagements
- Navigate enterprise buying groups (Legal, Compliance, Marketing, Operations, IT)
- Position Toppan Merrill as a transformation partner, not a vendor
- Connect upstream content workflows to downstream delivery and analytics outcomes
You will lead clients through the modernization of their regulatory communications ecosystem-delivering measurable business value, risk reduction, and operational efficiency.
What You'll Do
Strategic Selling & Revenue Growth
- Develop and execute territory and account strategies focused on landing and expanding enterprise clients
- Originate, structure, and close multi-year, multi-solution agreements across the regulatory content lifecycle
- Build and manage a qualified pipeline aligned to long-term revenue targets
- Lead complex deal cycles, including commercial structuring, negotiation, and executive alignment
Solution & Value-Based Selling
- Diagnose client challenges across:
- Content creation and data management
- Regulatory filing (including ICC requirements)
- Composition and document automation
- Omnichannel delivery (eDelivery, print, mail)
- Reporting, analytics, and compliance oversight
- Position integrated solutions that connect:
- Upstream systems (content, data, conversion)
- Midstream processes (composition, compliance, governance)
- Downstream delivery & insights
- Articulate a clear business case and ROI, including cost savings, risk mitigation, and scalability
Executive Engagement
- Build trusted relationships with C-level and senior stakeholders
- Facilitate executive workshops and discovery sessions to uncover transformation opportunities
- Align internal and client-side stakeholders around shared outcomes and success metrics
Cross-Functional Leadership
- Partner with Solution Consulting, Product, Delivery, and Marketing to design and deliver compelling solutions
- Lead internal deal teams to ensure alignment, differentiation, and competitive positioning
- Provide voice-of-customer feedback to influence product roadmap and go-to-market strategy
Market & Industry Leadership
- Maintain deep understanding of:
- Regulatory environments in financial services
- Industry trends in content management, automation, and digital communications
- Represent Toppan Merrill in industry events, client forums, and thought leadership engagements
Who You Are
- A hunter with a strategist's mindset-you pursue net-new opportunities but win through insight, not volume
- A solution seller, comfortable navigating ambiguity and building tailored approaches
- Skilled in orchestrating complex sales cycles involving multiple stakeholders and buying centers
- Able to connect technology capabilities to business outcomes
- A strong communicator who can translate technical concepts into executive-level value
- Collaborative, team-oriented, and driven by customer success and long-term partnerships
Qualifications & Experience
- 8+ years of experience in enterprise sales, preferably in SaaS, RegTech, FinTech, or document/content solutions.
- Proven track record of:
- Closing large, complex, multi-year deals
- Selling into financial services organizations
- Experience engaging with Legal, Compliance, Operations, Technology, and Marketing stakeholders
- Demonstrated success in consultative / value-based selling methodologies
- Bachelor's degree preferred
What Sets This Role Apart
- The ability to work in an environment that encourages creativity and fresh ideas
- Opportunity to sell end-to-end solutions, not point products
- Direct impact on helping clients modernize their regulatory communications ecosystem
- Alignment to a long-term platform vision (Quinn) while delivering immediate client value
- Backed by deep domain expertise and a trusted brand in regulated markets
- The opportunity to join a growing company that has just finished a record year of the highest results
- The environment and culture to showcase your talent, sharpen your skills, and develop new capabilities, and be a part of a global team that develops revotionary technologies.
Compensation & Benefits
We understand that your skills deserve recognition. That's why we offer a competitive base pay scale ranging from $115,000 - $135,000 annually, based on experience and expertise. Additional pay, including commissions and bonuses are available based on performance. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents