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Ontra

Ontra

via Wellfound

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Account Director, Investment Banking

Anywhere
full-time
Posted 10/9/2025
Verified Source
Key Skills:
Sales
Investment Banking Knowledge
Lead Qualification
Account Growth
Strategic Planning
Cross-Functional Collaboration
Communication Skills

Compensation

Salary Range

$80K - 150K a year

Responsibilities

Build and grow investment banking customer accounts through prospecting, managing sales processes, closing deals, and collaborating with marketing and customer success teams.

Requirements

2+ years sales experience selling to investment banks or 2+ years investment banking experience with 5+ years total professional experience, strong investment banking industry knowledge, and excellent communication skills.

Full Description

About the Role Ontra is seeking an Account Director, Investment Banking to join its growing Sales team. For this job, we are currently only hiring candidates based in the United States, with a preference for candidates in the New York City Metropolitan areas. We’re looking for someone excited to cultivate strong relationships with new investment bank customers, enhance and expand on existing investment bank customer accounts, and strategically drive revenue growth. This is a great opportunity for an ambitious, extroverted closer who is adept at building and nurturing strong relationships with clients, is always on the hunt to expand business, and is ready to adapt to new strategies and initiatives. What You’ll Do • Prospecting and Lead Qualification: Engage in intensive prospecting activities and qualify leads to build a robust sales pipeline. • Sales Process Management: Competently manage the sales process from initial discovery stages to closing, ensuring all steps are strategically executed. • Transaction Closure: Efficiently close transactional sell-side M&A processes, leveraging investment banking relationships to facilitate swift deals. • Account Acquisition and Growth: Focus on driving revenue growth through new investment bank accounts and existing relationships. • Strategic Planning and Execution: Collaborate with team members and managers to strategize and effectively execute sales calls, customer events, and educational sessions. • Cross-Functional Collaboration: Work closely with Marketing and Customer Success teams to support go-to-market initiatives for investment banks. What You’ll Bring • Experience: 2+ years of sales experience as a top performer selling to investment banks (with 5+ years of combined professional experience), or 2+ years of experience as an investment banking professional (with 5+ years of combined professional experience). • Industry Knowledge: Strong understanding of the investment banking industry, including key players and market trends. • Technical Acumen: Familiarity with tech-enabled services and their application within investment banks is advantageous. • Communication Skills: Excellent verbal and written communication skills for effectively engaging with clients and stakeholders. Compensation This role offers a competitive On-Target Earnings (OTE) compensation plan structured with a 50/50 split between base pay and commission.

This job posting was last updated on 10/15/2025

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