Enterprise Account Executive

SmartAsset; New York (NY); Remote; USD 125,000 - 180,000; Full time

Job summary

A leading company in financial technology is seeking an Enterprise Account Executive to drive new business with enterprise-level RIAs and wealth management firms. The ideal candidate thrives in a fast-paced environment and is eager to grow professionally. Responsibilities include identifying prospects, engaging through outreach, and collaborating with teams to ensure a high-quality sales experience. The role offers remote work flexibility and a competitive salary package.

Benefits

Remote work flexibility

Medical, Dental, Vision insurance

Company-paid Life/AD&D Insurance

Disability insurance

401K and equity packages

Paid time off

Parental leave

Financial literacy mentoring

Home office stipend

Qualifications

• 3+ years in sales or client-facing roles, preferably in fintech.
• Proven success in outbound prospecting and pipeline development.

Responsibilities

• Identify and research new RIAs and advisory platforms.
• Engage prospects through outbound outreach to secure meetings.
• Collaborate with Operations, Legal, and Account Management.

Skills

Sales

Business Development

Communication

Organization

Curiosity

Tools

Salesforce

Job description

Job Description for Enterprise Account Executive at SmartAsset

About Us

SmartAsset is an online destination for consumer-focused financial information and advice, aiming to help people make smart financial decisions. We reach over 59 million people each month through educational content, calculators, and tools. We also operate the SmartAsset Advisor Marketing Platform (AMP), connecting consumers with fiduciary financial advisors. Recognized on the Inc. 5000, Deloitte Technology Fast 500, and Y Combinator's Top 100 Companies, we secured a $110 million Series D funding round in 2021, valuing the company at over $1 billion.

Our team, the Enterprise Sales & Account Management group, consists of sales professionals across the country. We are expanding as we grow our client base. Our team values hard work, passion, learning, and professional growth.

About The Role

We seek a motivated Enterprise Account Executive to drive new business with enterprise-level RIAs and wealth management firms. You will collaborate with sales and account management teams to build relationships with decision-makers and foster growth in our enterprise marketplace. This role is ideal for someone thriving in a fast-paced, startup environment and eager to grow professionally.

Responsibilities

• Identify and research new RIAs, broker-dealers, and advisory platforms aligned with our offerings.
• Engage prospects through outbound outreach via email, phone, and other channels to secure discovery meetings with decision-makers.
• Support sales processes by preparing materials, following up, and documenting interactions in Salesforce.
• Collaborate with Operations, Legal, and Account Management to ensure a high-quality, compliant sales experience.
• Test new outreach tactics, provide feedback, and help improve internal processes to contribute to team growth.

Required Skills and Experience

• 3+ years in sales, business development, or client-facing roles, preferably in fintech, financial services, or B2B SaaS.
• Proven success in outbound prospecting and pipeline development.
• High attention to detail.
• Excellent written and verbal communication skills, capable of crafting compelling outreach and presentations.
• Highly organized, self-motivated, and adept at managing multiple priorities.
• Eager to learn from and collaborate with senior leaders and cross-functional teams.
• Familiarity with RIA/wealth management or lead generation solutions is a plus.
• Experience with Salesforce and sales tools.
• Curious, resilient, and driven for continuous improvement.

Physical Requirements

• Prolonged sitting and working on a computer.
• Ability to communicate via phone and video conferencing.

Benefits and Perks

• Remote work flexibility within the contiguous US.
• Medical, Dental, Vision insurance options.
• Company-paid Life/AD&D Insurance, with additional options.
• Disability insurance, FSA options, 401K, equity packages.
• Paid time off, parental leave, Employee Assistance Program, and more.
• Financial literacy mentoring, pet insurance, home office stipend.

SmartAsset is an equal opportunity employer committed to diversity and inclusion. For accommodations, contact [e-mail].

Salary for residents of certain states is $125,000 base plus up to $180,000 OTE, RSUs, and benefits. Salary is based on skills, experience, and location.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Software Development