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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.