Account Executive Financial Services (m/w/d)
portagonFrankfurt, Hesse, Germany
Posted December 11, 2025
Full Time
About the Company
Portagon is a leading distribution platform for alternative investments in private markets, offering a unified digital B2B2C infrastructure with secure onboarding, scalable order management, and comprehensive regulatory compliance. This enables asset managers to access a broad network of distributors while reducing costs and liability risks for the latter. By democratizing private market investments, Portagon is transforming the industry's landscape and driving growth for all stakeholders.
Job Description
Portagon is seeking an Account Executive Financial Services to strengthen its team and take sales success to the next level. The role involves activating, empowering, and enabling partners, and requires experience in sales in the financial services sector, sovereignty in B2B sales, and strong results in enablement formats.
Requirements
- Experience in sales in the financial services sector - with a focus on public AIFs/ELTIFs, fund distribution, liability ceilings or pools.
- Sovereignty in the B2B field with multipliers (central, associations) and free advisors (§ 34f/§ 32 KWG).
- Strong results in enablement formats such as roadshows, training sessions, playbooks, or deal support.
- Regulatory understanding (suitability, target market, PRIIPs/KID, cost transparency) as well as high care in documentation.
- Structure and drive: You plan roll-outs, prioritize stakeholders, follow up, and remove blockers.
- Communication skills in German and English; travel willingness within the D-A-CH region.
Benefits
- Flexible work with individual working time models, mobile office options and the Deutschland ticket on top.
- State-of-the-Art equipment - MacBook, modern equipment and a well-equipped workplace right in the heart of Frankfurt.
- Referral bonus - you'll receive 3,000 euros if your contact starts successfully in a fixed position with us.
- Well-being culture with energy boosters - fully equipped office kitchen, fitness sessions & active breaks for body and mind.
- Team spirit that connects - whether games console, table football or table tennis table: we allow work and laughter to be done. Plus: regular team events ensure real bonding.
- Exclusive insights into the financial world - as part of our team, you benefit from unique knowledge and direct access to innovative investment topics.
- Individual development - with targeted further training opportunities and room for your personal development.
