PrincePerelson and Associates · 17 hours ago
Senior Account Executive
Salt Lake City, UT
Full-time
Onsite
Senior Level
7+ years expPrincePerelson and Associates is a premier private wealth advisory firm in Utah, seeking a Senior Account Executive to join its leadership team. This high-impact role focuses on building trusted relationships with high-net-worth clients and delivering tailored wealth strategies.
Staffing & Recruiting
No H1B
Hiring Manager
Alexi Campos
Responsibilities
Lead new client acquisition through your network, COIs, and partnerships with advisors, CPAs, and private bankers
Serve as the primary relationship lead for a portfolio of sophisticated clients
Collaborate with internal experts to design bespoke wealth strategies
Represent the firm at client, referral, and industry events
Qualification
Required
7+ years in private wealth, estate planning, trust/fiduciary, or financial services
Proven success in consultative sales and business development with HNW/UHNW clients
Strong personal network of potential clients and referral sources
Exceptional communicator skilled in building trust at the highest levels
Benefits
Performance-based compensation with uncapped income potential
Warm lead sources and established referral partnerships
Full support from a nationally recognized legal team
Autonomy, flexibility, and the ability to shape client relationships
Company
PrincePerelson and Associates
PrincePerelson was founded on the belief that discovering the right talent means going beyond a position description and words on a resume.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gretchen Laird
Chief Financial Officer
Company data provided by crunchbase