Job Description

We are seeking an experienced Enterprise Account Executive with a strong background in wealth management, financial services, or fintech sales to drive complex enterprise deals with RIAs and IBDs. This is a closing-focused role, owning qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success.

Responsibilities:

• Close $100K–$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals
• Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders
• Build multi-stakeholder consensus and navigate pricing and contract negotiations
• Maintain 3x+ pipeline coverage and accurate CRM forecasting
• Self-source pipeline through relationships, referrals, events, and industry networks
• Coordinate demos, technical proof points, proposals, and Customer Success handoffs
• Provide competitive and market intelligence to inform sales strategy

Requirements

What We're Looking For:

• 3+ years closing enterprise SaaS deals, including $100K+ ACV opportunities
• 2+ years of sales experience in wealth management, financial services, or fintech
• Strong understanding of RIAs, IBDs, custodians, compliance, and fiduciary concepts
• Proven experience selling to multi-stakeholder buying committees
• Documented 90%+ quota attainment for at least one full year
• Demonstrated self-sourced pipeline and relationship-based selling
• Strong CRM and forecasting discipline; HubSpot experience preferred
• Experience in a growth-stage company or organization under 100 employees
• U.S. time zone availability

Preferred Background:

• Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus.
• Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued.
• MEDDPICC or Challenger methodology experience is also preferred.

Work Environment:

This is a fully remote role for candidates located within the USA.

Benefits

Salary: Base $150K; OTE $300k, uncapped

Variable Compensation: 50/50 split + accelerators

Employment Type: Full Time

Visa Sponsorship: None available