april
Enterprise Account Executive - Wealth Management
$160K–$175K
New York City · Hybrid · Full-time · Posted Oct 19, 2026
- Experience
- 8+ years of full-cycle B2B SaaS sales; carrying and exceeding a $4M+ quota.
- Visa sponsorship
- All persons hired must verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.
About the job
Wins new enterprise customers in wealth management, owning complex sales from initial executive outreach through contract and onboarding.
What you'll do
- Hunt new enterprise accounts and manage the full sales cycle, including technical, security, compliance, procurement, and legal reviews.
- Build executive relationships and develop account strategies and ROI-based proposals for wealth management institutions.
- Maintain CRM, pipeline, and forecasts, and coordinate with internal teams to support sales and onboarding.
What they ask for
- 8+ years of full-cycle B2B SaaS sales, carrying and exceeding a $4M+ quota and closing large, multiyear contracts.
- Direct experience selling to wirehouses, private banks, RIAs, or IBDs, with familiarity with their technology buying processes.
- Current, activatable relationships across the wealth management ecosystem.
- Ability to manage complex, extended sales cycles involving multiple stakeholders and legal, security, compliance, and vendor-risk reviews.
Nice to have
- Experience as one of the first or only AEs covering a vertical or region.
- Experience as a financial advisor or CFP.
Pay
USD 160K – 175K base salary
Tools
CRM
Model-written summary · the original posting is authoritative