---
title: 'Enterprise Account Executive, Wealth Management at MX Technologies, Inc.'
canonical: 'https://feeny.ai/job/enterprise-account-executive-wealth-management-mx-technologies-inc-lehi-g9ftn3ch56vq'
type: 'job'
last_seen: '2026-11-10'
---

# Enterprise Account Executive, Wealth Management at MX Technologies, Inc.

- **Company:** MX Technologies, Inc.
- **Location:** Lehi, UT
- **Posted:** 2026-10-13
- **Last confirmed live:** 2026-11-10
- **Apply:** https://job-boards.greenhouse.io/mxtechnologiesinc/jobs/4450832009

## Job description

MX is a financial technology company on a mission to empower the world to be financially strong. We build the data infrastructure and intelligent solutions that help leading banks, credit unions, and fintechs deliver smarter, more personalized financial experiences to millions of consumers every day.

Operating at the intersection of scale and agility, MX combines the momentum of a market-proven platform with the speed, innovation, and ownership of a growth-stage company. Here, thoughtful execution matters, innovation is expected, and team members have a direct seat at the table to influence products and outcomes.

Our culture is built on curiosity, accountability, and measurable impact. We give people the autonomy to question assumptions, build better systems, and shape how we scale. If you’re driven to tackle complex technical and business challenges alongside a collaborative team that builds with sane, high-trust execution, you’ll thrive at MX.

The Enterprise Account Executive, Wealth Management role is crucial to establishing and scaling MX's presence in a new territory: the investments and wealth management space. MX is expanding beyond traditional banking and fintech to serve brokerage firms, wealth management providers (RIAs, broker-dealers, and enterprise wealth divisions), and wealth technology companies.

This role exists to identify high-priority business needs within these organizations and champion MX solutions that drive measurable business outcomes. By owning direct sales within this territory, this Account Executive will drive MX's revenue growth in the wealth and investments space, establish our market presence as a solutions provider for wealth use cases, and unlock new opportunities for long-term client relationships and expansion.

Job Responsibilities

- Build and maintain strategic relationships with key wealth and investments decision makers (primarily Heads of Wealth Digital) across assigned brokerage firms, wealth management providers, and wealthtech companies
- Develop and execute acquisition and expansion strategies anchored in MX's core use cases: Account Aggregation, Account Verification (ACATS asset verification), and Investment Data Enhancement. Create solutions aligned with client business needs, budget, and timeline
- Drive sustainable high-margin revenue growth through disciplined sales execution, CRM management, deal assessment, and long-term account expansion planning on a quarterly basis
- Partner cross-functionally with business development, sales consultants, product, Deal Desk, and Legal to design, negotiate, and close complex enterprise solutions
- Identify and develop emerging distribution partnerships with wealth technology companies to expand MX's reach into the wealth space

## Basic Qualifications

- 5+ years of direct enterprise or complex deal sales experience to wealth and investments organizations (brokerage firms, RIAs, broker-dealers, wealth management providers, investment platforms, or wealthtech companies), including demonstrated quota attainment history
- Deep functional knowledge of the wealth and investments industry, including understanding of wealth management workflows, ACATS transfers, asset verification, account aggregation, and investment data management
- Previous sales experience in fintech, SaaS, or regulated financial services environments with exposure to enterprise sales cycles
- Demonstrated ability to identify, develop, and close multi-six-figure annual recurring revenue (ARR) deals with executive-level decision makers and cross-functional stakeholders
- Proficiency with enterprise CRM systems (Salesforce preferred) and ability to maintain disciplined pipeline management and sales forecasting
- Demonstrated success opening new markets or territories and scaling revenue growth from zero to seven figures or higher
- Bachelor's degree or equivalent professional experience in business, finance, or related field

## Preferred Qualifications

- Experience selling to or supporting financial data, account aggregation, or fintech solutions that address wealth and investments use cases
- Experience in strategic account planning, territory expansion, and partner enablement within a complex, multi-stakeholder environment

MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to hr@mx.com.

## About MX Technologies, Inc.

## Company Overview
- **One-liner**: MX Technologies is a financial data platform that enables financial institutions and fintechs to securely connect, enhance, and act on financial data to drive consumer engagement and growth.
- **Entity Type**: Private (funding stage not publicly disclosed)
- **Headquarters**: Lehi, Utah, United States (also has offices in India)
- **Founded**: 2010
- **Founders**: Ryan Caldwell (CEO) and Brandon Dewitt (co-founder, deceased)

## Core Business
- Primary industry: Financial technology (Fintech) and Data Services
- Target customers: B2B – financial institutions (banks, credit unions) and fintech companies
- Mission: "Empower the world to be financially strong."

## Products & Services
- **Connect Accounts**: API and SDK to securely link and verify financial accounts with top financial institutions; part of the industry’s leading connectivity solutions.
- **Data Enhancement**: Cleansing, categorization, and enrichment of transaction data – achieving 95% category coverage across the platform.
- **Financial Intelligence AI Assistant**: A conversational AI layer that delivers personalized financial guidance, drives growth, and builds trust within a company’s own digital experience.
- **Verifications**: Account and income verification solutions for faster, more reliable data confirmation.
- **Data Aggregation**: Aggregates data from over 13,000 financial institution connections, processing more than 170 billion transactions (average 150M per day).

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: Over 170 billion transactions processed; 13,000+ financial institution connections
- **Notable Investors/Partners**: Not explicitly listed; partners with top financial institutions and fintechs across the financial services ecosystem
- **Growth Signals**: Massive transaction volume growth, expanding engineering and sales teams (active hiring on Greenhouse), presence in both the US and India, and industry recognition as the #1 Financial Data Platform

## Competitive Advantages
- #1 Financial Data Platform (self-proclaimed) with proven scale – processing billions of transactions reliably.
- 95% category coverage for transaction data, making data actionable and insightful.
- Extensive network of 13,000+ connections to financial institutions and fintechs.
- Strong focus on security, compliance, and trust (dedicated Trust Center).
- Deep domain expertise in open finance and data intelligence.

## Strategic Focus
- Advancing open finance by expanding connectivity and data transparency.
- Leveraging AI (conversational financial intelligence assistant) to deliver personalized, real-time guidance.
- Helping financial institutions increase deposits, loans, and customer lifetime value through data-driven insights.
- Growing both domestic and international (India) engineering and client teams.

## Why Work Here
- **Culture**: Mission-driven, collaborative, and innovative with a strong emphasis on “People. Product. Purpose.” Core values include trust, constructive feedback, and innovation.
- **Work Arrangements**: Flexible working arrangements; Lehi headquarters with onsite amenities (fitness center, massage, stocked breakrooms, breakfasts/lunches on select days). Hybrid/remote-friendly policy suggested.
- **Benefits**: Subsidized health insurance, employer contributions to retirement and HSA, generous parental leave, flexible time off, paid holidays and a Winter Recharge week, sabbatical program, stock options and performance bonuses, professional development and tuition reimbursement, childcare support, free mental health care, UTA pass.
- **Employee Resource Groups**: WIN (women), Honor (veterans/military families), Mind (mental health/neurodiversity), Pride (LGBTQ+), Unite (BIPOC). Commitment to diversity, equity, inclusion, and belonging.
- **Interview Process**: Transparent and efficient – initial screening, hiring manager, panel of 3-4 team members, and senior leader. Values-based interviews.

## Sources
1. [mx.com](https://www.mx.com/)
2. [mx.com/company/](https://www.mx.com/company/)
3. [mx.com/careers/](https://www.mx.com/careers/)
4. [Bloomberg](https://www.bloomberg.com/profile/company/0570494D:US)
5. [Greenhouse](https://job-boards.greenhouse.io/mxtechnologiesinc)

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