Enterprise Account Executive – Digital Wealth

This is a fully remote position, open to applicants in United States.

📋 Description

• Formulate and implement account strategies and sales initiatives to meet revenue targets and individual quotas.

• Propel new Digital Wealth business acquisition through direct sales efforts, encompassing cross-sell and up-sell opportunities.

• Develop and manage the sales pipeline through lead generation, nurturing prospects, prioritization, and meticulous reporting.

• Identify potential leads and pursuits, selecting the most effective sales tactics and methodologies.

• Generate forecasts and maintain a reliable pipeline of qualified opportunities.

• Inform clients about the advantages of InvestCloud’s Digital Wealth offerings, including digital engagement, onboarding, portfolio management, and reporting.

• Utilize financial services and industry expertise to drive demand and present persuasive purchase justifications.

• Collaborate with internal pursuit teams, Sales Engineering, Product, and Account Management to effectively shape, position, and close deals.

• Establish and enhance executive-level relationships with both prospective and current clients.

• Share industry insights, deal strategies, and sales best practices throughout the sales organization.

• Provide mentorship and coaching to other account executives and associates as necessary.

• Oversee demand generation activities and promptly qualify opportunities.

⛳️ Requirements

• 8–15 years of experience in solution selling within financial technology, wealth technology, or related SaaS environments.

• Proven experience selling complex solutions to financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, or broker-dealers.

• A track record of successfully closing six- and seven-figure deals, particularly in enterprise and strategic contexts.

• Consistent history of meeting or surpassing annual sales quotas.

• Strong skills in pipeline generation, with experience in building self-sourced pipelines and developing new business opportunities.

• In-depth knowledge of advisor workflows, client experience platforms, onboarding, reporting, and trends in digital wealth technology.

• Proven capability to build and nurture executive- and C-level relationships.

• Experience competing against wealth management firms such as Envestnet, Orion, SEI, Temenos, SS&C, and internal alternatives.

• Strong value-based selling skills, demonstrating expertise in both single-solution and platform-selling approaches.

• Evidenced strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creation.

• Personal attributes that include competitiveness, accountability, adaptability, teamwork, motivation, a strong results orientation, and a drive for success.

🏝️ Benefits

• Medical/Rx

• Dental

• Vision

• Disability

• Life/AD&D insurance plans

• Flexible Savings Account (FSA)

• Health Savings Account (HSA)

• Employee Assistance Plan (EAP)

• Health advocacy

• Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)

• 401(k) retirement savings plan with company match

• Paid time off