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Financial Services Executive Jobs in Raleigh, NC

Orchestrate crossโ€‘functional teams across sales, finance, service delivery, and partners to ... Exceptional communication, executive presence, and negotiation skills * Selfโ€‘motivated ...

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Financial Services Executive information

See Raleigh, NC salary details

$46.2K

$96K

$200.7K

How much do financial services executive jobs pay per year?

As of Aug 27, 2026, the average yearly pay for financial services executive in Raleigh, NC is $96,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,900.00 and $130,700.00 per year, depending on experience, location, and employer.

What is a financial services executive?

Financial Services Executives are professionals who provide clients with advice and solutions on financial products and services, such as investments, insurance, banking, and wealth management. They often work for banks, investment firms, or insurance companies, helping individuals or businesses manage their finances and achieve their financial goals. Their responsibilities include assessing client needs, recommending appropriate financial products, managing portfolios, and ensuring regulatory compliance. Strong communication, analytical skills, and up-to-date industry knowledge are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial services executive?

To thrive as a Financial Services Executive, you need a solid background in financial analysis, risk management, and regulatory compliance, often supported by a degree in finance, business, or a related field. Familiarity with financial modeling tools, CRM systems, and certifications like CFA or CFP are typically required. Exceptional leadership, client relationship management, and strategic communication skills set top performers apart in this role. These capabilities enable executives to drive business growth, ensure regulatory adherence, and build lasting client trust in a highly competitive industry.

What are some typical challenges financial services executives face when managing client portfolios?

Financial Services Executives often encounter challenges such as balancing diverse client risk profiles, staying current with regulatory changes, and adapting to fluctuating market conditions. Managing client expectations while delivering tailored financial solutions requires strong communication and analytical skills. Additionally, executives must collaborate closely with compliance teams and other financial professionals to ensure all recommendations align with industry standards and client objectives.

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

AspectFinancial Services ExecutiveFinancial Advisor
CredentialsVaries; often includes degrees in finance or business, certifications like CFA or CFPTypically requires CFP, Series 7, Series 66, or similar licenses
Work EnvironmentCorporate offices, financial institutions, or consulting firmsIndividual client meetings, financial planning firms, banks
Employer & Industry UsageFinancial institutions, corporations, consulting firmsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding leadership roles in finance, strategic decision-makingClient-focused financial planning, investment advice

The main difference is that a Financial Services Executive typically holds a leadership role within financial organizations, focusing on strategic management and business growth. In contrast, a Financial Advisor primarily works directly with clients to provide personalized financial planning and investment advice. Both roles require relevant certifications and industry experience, but their work environments and responsibilities differ significantly.

What are the most commonly searched types of Financial Services jobs in Raleigh, NC?

The most popular types of Financial Services jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Services Executive jobs?

Cities near Raleigh, NC with the most Financial Services Executive job openings:

Infographic showing various Financial Services Executive job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $96,000 per year, or $46.2 per hour.

Enterprise Account Executive, Financial Services

Raleigh, NC โ€ข On-site

Talkdesk, Inc.
Software Developmentย โ€ขย 1 - 5K employees

$240 - $280/hr

Other

Medical, Dental, Vision, Life, PTO

Posted 14 days ago


Job description

Enterprise Account Executive, Financial ServicesResponsibilities
  • Responsible for new business development within large enterprise accounts and closing of opportunities within the Finance industry
  • Foster and expand the companyโ€™s relationship with business units, divisions and the overall enterprise customers
  • Create and cultivate a close relationship with strategic alliances
  • Understand the customersโ€™ business strategy and direction and manage a long term, sustainable business portfolio
  • Manage the end to end sales process through engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners etc.
  • Bringing innovative ideas that showcase case Talkdeskโ€™s competitive advantage and disruptive mindset
  • Meet and exceed quarterly and annual revenue/quota through the management and execution of the Talkdesk sales process
  • Develop a comprehensive sales strategy and a sales plan that ensures consistent achievement of objectives over the short- and long-term for your coverage model
  • Build lasting, meaningful relationships with other members of management, team, and prospect/customer community
  • Build and align with the Talkdesk sales Go-to-Market plan to develop and own accountability for regionโ€™s market segmentation and targeted accounts
  • Develop essential internal relationships to provide the support necessary to manage accounts and close deals
  • Communicate accurate and realistic forecast information to the management team per our process and policy
  • Communicate market reaction and needs back to headquarters in a productive manner
  • Take an active role in solving problems, which involve other functional areas, instead of โ€œdumping problems at the factory doorโ€
  • Take the lead in prioritizing the needs of customers so that engineering and other functional areas can focus on the right tasks and issues
Requirements
  • Previous experience in selling Enterprise software solutions into Financial Services related accounts
  • 8+ years of outside/direct sales experience carrying / exceeding quota, preferably SaaS
  • Experience positioning through strategic value based selling
  • Experienced in selling SaaS-based solutions, managing complex sales practices and solution-based selling to CXO, senior management and director-level individuals
  • Analytical, with strong business acumen
  • Flexible personality, able to adapt to surroundings
  • Analytical and business deal-making capability, ability to ferret out opportunities, create positive relationships, find the hidden issues during due diligence, and bring the transaction to closure successfully
  • Demonstrated track record in the planning, development, and implementation of new business activity involving leading-edge technology
  • Proven ability to grow revenues to a substantial level and scale bookings growth and net-new customers
  • Excellent communication and presentation skills
  • Extensive negotiation and contract development experience
  • Comfortable operating in a fast-paced, dynamic startup environment
  • CCaaS knowledge is a plus
Pay Range (OTE Pay)

$240,000-280,000

Other Types of Pay

Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.

Benefits
  • Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
  • Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
  • Paid Holidays: Talkdesk offers 14 paid holidays each year.
  • Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.

Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the worldโ€™s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.

Talkdesk has been recognized as a Leader in the Gartnerยฎ Magic Quadrantโ„ข for Contact Center as a Service (CCaaS) and in the G2 Overall Gridยฎ Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!

Work Environment and Physical Requirements

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

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