Enterprise Account Executive – Wealth

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

📋 Description

• Identify and cultivate new enterprise accounts throughout the U.S. wealth management sector, encompassing major banks, private wealth firms, broker-dealers, asset managers, and wealth management platforms.

• Engage with potential clients through email, phone, and LinkedIn outreach.

• Test various messaging strategies, targeting approaches, and communication channels to create new opportunities.

• Participate in wealth management industry conferences and events to foster relationships and generate a sales pipeline.

• Develop and oversee pipeline generation strategies while continuously improving outbound methods.

• Manage the complete sales cycle from the initial outreach to closing deals.

• Address inbound inquiries and referrals, transforming them into qualified sales opportunities.

• Conduct discovery sessions to grasp customer needs and the business challenges present in wealth management workflows.

• Provide customized demonstrations and presentations tailored to various stakeholders.

• Navigate intricate buying processes and multi-stakeholder negotiations within wealth management organizations.

• Assist in defining and enhancing sales playbooks, positioning, and processes for the U.S. wealth market.

• Collaborate with product and engineering teams to relay customer needs and influence the product roadmap.

• Work with marketing on campaigns and initiatives for demand generation.

• Contribute to product launches and the overall go-to-market strategy.

⛳️ Requirements

• Proven experience in selling enterprise SaaS solutions within the wealth management sector, or substantial wealth management industry experience in a commercial capacity.

• In-depth understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms.

• Experience handling enterprise deals ranging from $100K to $1M+ ARR.

• Demonstrated history of outstanding performance in quota-carrying positions.

• Strong consultative selling capabilities and proficiency in engaging with senior stakeholders.

• Excellent communication and storytelling skills, coupled with a high level of customer empathy.

• Proven ability to build a sales pipeline through proactive prospecting efforts.

• A builder mentality with a strong desire to influence processes and strategic direction.

• Highly motivated, resilient, and adept at thriving in a fast-paced environment.

• A passion for understanding and addressing customer challenges.

• Established network within the U.S. wealth management industry.

• Familiarity with wealth management workflows, which include client onboarding, account opening, KYC and suitability assessments, advisor servicing, and operational processing.

• Experience in selling complex or technical products, such as AI solutions, workflow automation, or document intelligence.

• Background in attending or generating leads through wealth management industry conferences.

• Experience at a rapidly growing B2B SaaS, FinTech, or WealthTech company.

🏝️ Benefits

• Competitive salary and equity options.

• HRA health plan offered.

• Unlimited paid time off (PTO).

• 401(k) retirement plan available.

• Company offsites designed to foster connection and rejuvenation.

• A collaborative, low-ego team that values ownership and personal growth.