Strategic Account Executive - Financial Services

New York, United States
Full-time
Posted Oct 29, 2026

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Skills

Accounting
CRM
HubSpot
Sales
Salesforce

Job description

Strategic Account Executive – Financial Services

CFA Review — UWorld

Build relationships. Open doors. Drive growth in the financial services market.

What if your next sales opportunity put you in the middle of the financial services industry, working with investment banks, private equity firms, asset managers, and the next generation of finance professionals?

UWorld is expanding its CFA Review business, and we're looking for a strategic, commercially minded sales professional to help us grow our presence in the financial services market.

This isn't a traditional education sales role. You'll have the opportunity to build relationships with financial institutions, develop new business opportunities, engage directly with finance professionals, and introduce organizations to high-quality CFA exam preparation solutions.

You'll own the sales process, from identifying opportunities and opening doors to presenting solutions, negotiating partnerships, and closing business.

As our first dedicated sales professional focused exclusively on CFA Review, you'll have a unique opportunity to help shape our go-to-market strategy, build a pipeline from the ground up, and make a measurable impact on a growing business.

If you're an accomplished B2B sales professional who knows how to navigate the financial services world, build credibility with senior decision-makers, and consistently deliver results, we'd love to meet you.

Why UWorld

UWorld has spent more than two decades helping students pass high-stakes exams, from the USMLE and NCLEX to the CPA, bar exam and CFA. Founded in 2001 and headquartered in Coppell, Texas, we're built on one idea: active learning beats passive reading.

Our CFA Review started as a product we built in house, and grew stronger when we acquired Wiley's CFA assets in 2023. It sits alongside Roger CPA Review and Surgent in our accounting and finance family, so you'll sell a homegrown product with a proven track record, backed by a company that keeps investing in it.

What you'll be selling

•Courses for every candidate. Platinum, Gold and Self-Study packages for Levels I, II and III, plus our 11th Hour Final Review for the final stretch.

•A QBank reviewers call a standout, with detailed answer explanations and mock exams that mirror the real exam interface.

•Instructors candidates trust, led by Global Lead Instructor Peter Olinto, CFA, CPA (inactive), JD.

•Access Until You Pass. Free course repeats and content updates until the candidate passes. It's one of the easiest promises in the market to sell.

What you'll do

•Own the full sales cycle. Prospect, run discovery, demo, negotiate and close, then hand off happy customers to onboarding.

•Sell like an advisor, not a script. Learn each candidate's level, exam date, past attempts and real weekly study time, then recommend the package that gives them the best shot.

•Open doors at major firms and campuses. Pitch group licenses to banks, asset managers, hedge funds, wealth firms and university finance programs that want their analysts and students to pass.

•Show, don't tell. Run live demos of the QBank, mock exams, lectures, study planner and performance analytics.

•Win the comparison. Handle questions about price, results and competitors with confidence, and know exactly where UWorld stands apart.

•Ride the exam calendar. Build campaigns around CFA registration deadlines and exam windows, when candidates are ready to buy.

•Be the voice of the customer. Share what you hear with Marketing, Product and our instructors, and partner with UWorld Accounting on shared firm and campus accounts.

•Keep a clean pipeline. Forecast accurately and track conversion, quota and renewals in our CRM.

What you bring

•2–5+ years of quota-carrying sales, ideally in EdTech, SaaS, higher education or financial services.

•A real understanding of the CFA Program: the three levels, the exam format, and what candidates go through to pass.

•Comfort in the finance world, from buy-side to sell-side, and the credibility to hold your own with charter holders and L&D leaders.

•A bachelor's degree in finance, economics, business or a related field.

•CRM discipline in Salesforce, HubSpot or similar.

Bonus points if you have:

•Earned the CFA charter, or are working through the CFA Program yourself.

•Closed enterprise or group deals with financial institutions or universities.

•Strong opinions about the CFA prep landscape and how to win in it.

What's in it for you

•Earnings that reward results: base salary of plus uncapped commission

•Work that matters. Every deal helps someone move closer to a charter and a bigger career.

•Comprehensive benefits package including medical, dental, vision, life, disability, and pet insurance

•401(k) with 5% employer match

•Generous paid time off, paid holidays, parental leave, volunteer time, and bereavement leave

At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class. UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.