As an
Enterprise Account Executive, you'll focus on selling our full suite of solutions to large, complex organizations. You'll engage with mid-level and C-suite stakeholders, navigate long sales cycles, and drive strategic partnerships that shape the future of WealthTech. This is a high-impact, high-visibility role for someone who's equal parts strategist, closer, and trusted advisor.
Here's What You'll Do:
- Own and drive the full enterprise sales cycle-from prospecting and qualification to proposal, negotiation, and close
- Build and nurture relationships with executive decision-makers at top-tier wealth management firms
- Understand complex business challenges and align Advisor360°'s platform to deliver measurable impact
- Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor messaging and demos
- Influence pricing strategies, enterprise deal structure, and long-term growth opportunities
- Consistently achieve (and exceed) quarterly and annual revenue targets
What You Bring to the Table:
- 6+ years of experience in enterprise or B2B sales, with a strong track record in financial services or adjacent industries.
- Demonstrated success building relationships and driving growth with RIAs, broker-dealers, or financial institutions - navigating long sales cycles and multi-stakeholder decision-making.
- Ability to bring existing senior-level relationships across Registered Investment Advisors (RIAs) and Broker-Dealers to accelerate access to key decision-makers.
- Deep understanding of wealth management platforms with the ability to translate complex solutions into clear client value.
- A consultative, strategic mindset - you can simplify complexity and deliver a compelling narrative that resonates with advisors, executives, and operations teams alike.
- Comfortable in fast-changing environments; you thrive in ambiguity and bring structure by building scalable processes and playbooks.
- Experience in a startup or high-growth company is a big plus, showing adaptability and a bias for action.
If you're ready to lead big conversations, close transformational deals, and represent a product that truly changes how enterprise firms operate, let's talk.
The estimated base salary range for this position is $150,000 - $174,000 + commission and equity.
Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.
Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.
Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.
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