Full-time SDR, UWorld, LLC

Account Executive, CFA Review — UWorldHelp the next generation of charter holders pass

The CFA Program is one of the hardest credentials in finance. Candidates spend hundreds of hours per level studying around 60-hour weeks in banking, research and asset management. The prep they choose can decide whether they pass this year or try again next year.

As UWorld's first Account Executive dedicated solely to CFA Review, you'll put the right prep in front of those candidates and the firms that invest in them. You'll own the pipeline, shape how we sell to finance, and see your impact on every exam cycle.

If you love consultative selling, speak fluent finance, and want a seat where your results are visible, read on.

02Why 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.

03What 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.

04What 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.

05What 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.

06What'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

07401(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.