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Executive Financial Consultant Jobs (NOW HIRING)

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 ...

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 ...

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Executive Financial Consultant information

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$45.5K

$103.9K

$174K

How much do executive financial consultant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for executive financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an executive financial consultant?

To thrive as an Executive Financial Consultant, you need deep expertise in financial analysis, investment strategies, and wealth management, typically supported by a finance-related degree and relevant certifications such as CFP or CFA. Proficiency with financial planning software, portfolio management tools, and CRM systems is also crucial. Exceptional interpersonal skills, strategic thinking, and the ability to communicate complex financial concepts clearly help build trust with high-net-worth clients. These skills and qualities are essential for providing tailored financial guidance, fostering client relationships, and achieving optimal financial outcomes.

What is the difference between Executive Financial Consultant vs Financial Advisor?

AspectExecutive Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, or CPA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentTypically works with high-net-worth clients or corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageUsed in consulting firms, private banks, and corporate settingsCommon 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?

Executive Financial Consultants often work closely with departments such as accounting, operations, and executive leadership to provide comprehensive financial guidance. Their role involves facilitating strategic planning sessions, interpreting financial data for non-financial managers, and ensuring that all departments are aligned with the organization’s financial goals. Regular cross-functional meetings and clear communication are essential, as consultants must translate complex financial concepts for various teams and ensure that all stakeholders understand the implications of financial decisions.
What cities are hiring for Executive Financial Consultant jobs? Cities with the most Executive Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Executive Financial Consultant jobs? States with the most job openings for Executive Financial Consultant jobs include:

Sales Executive - Financial Services

Toppan Vintage

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life

Re-posted 2 days ago


Job description

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