Harvey

Account Executive, Enterprise – Asset Management

Harvey
Posted 10/21/2026full-timeMunich • GermanyMid-LevelSeniorWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex sales cycles within financial services, particularly in asset management and private equity. Proven ability to build senior relationships and translate technical capabilities into relevant solutions for financial buyers.

Highest-signal resume keywords
Enterprise Software SalesAccount Relationship ManagementFinancial Services KnowledgeComplex Deal ManagementAI Application in Financial Services

About the role

Key responsibilities & impact
  • Develop and manage a named account list across asset management, private equity, venture, private credit, hedge funds, real assets, and institutional allocators
  • Own the full sales cycle from prospecting through contracting and expansion
  • Build and manage senior relationships across legal, compliance, and investment teams
  • Expand relationships into portfolio-company counsel over time
  • Lead complex, multi-threaded deals with managing directors, general partners, legal users, and compliance users
  • Translate Harvey’s AI capabilities into language relevant to financial buyers
  • Collaborate with product and engineering to shape solutions for asset-management workflows
  • Conduct tailored demos and presentations
  • Document learnings and help build the asset-management sales playbook

Requirements

What you’ll need
  • Experience selling complex software or professional services into financial services, ideally asset management, private equity, or institutional funds
  • Understanding of financial-services firm structures and buying decisions
  • Proven ability to manage global or named account relationships
  • Experience navigating fund relationships or portfolio-company motions is preferred
  • Background in enterprise software sales, management consulting, or a combination
  • Ability to prospect independently, iterate on messaging, and contribute to team learning
  • Genuine curiosity about AI and its application to knowledge-intensive work
  • Ability to work from the Munich office 3 days per week
  • Ability to work legally in the country where the role is located

Benefits

Comp & perks
  • Opportunity for personal, professional, and financial growth
  • Equal opportunity employer
  • Reasonable accommodations for applicants with disabilities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales Cycle ManagementProspectingContract NegotiationTailored PresentationsAccount Management
Soft Skills
Relationship BuildingCuriosityCollaborationIndependent ProspectingIterative Messaging
Industry Keywords
Asset ManagementPrivate EquityInstitutional FundsComplianceInvestment Teams