Enterprise Account Executive

InvestCloud, Inc.; United States; On-site; USD 170,000 - 187,000; Full time

Benefits offered by this job

Medical/Rx

Dental

Vision

Disability

Life/AD&D insurance

FSA

HSA

EAP

Health advocacy

Voluntary insurance

401(k) with company match

Paid time off

Job summary

InvestCloud, a global leader in wealth technology, seeks an Enterprise Account Executive to drive new business and expand revenue within assigned accounts across Digital Wealth, APL, and Altic. You will self-source pipeline, build executive relationships, and navigate complex enterprise buying groups to close strategic opportunities.

The ideal candidate combines consultative selling with results‑driven execution, thrives in a fast-paced environment, and can articulate compelling business value

Qualifications

• 8-15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments.
• Experience selling complex solutions into financial institutions including wealth managers, private banks, and asset managers.
• Proven ability to establish and grow executive- and C-level relationships.
• Strong pipeline generation skills and self-sourced pipeline development.
• Demonstrated success selling six- and seven-figure enterprise deals.

Responsibilities

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and quota.
• Drive net-new business through direct sales and targeted cross-sell opportunities across InvestCloud's solutions.
• Build and manage a predictable pipeline with self-sourced leads and disciplined forecast management.
• Navigate complex enterprise sales cycles with multi-stakeholder buyers and senior executives.
• Educate prospects on InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic.

Skills

Solution selling

Consultative selling

Executive relationship management

Multi-stakeholder selling

Forecasting & pipeline discipline

Strategic new logo acquisition

Account planning

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Job description

The Enterprise Account Executive is responsible for driving new business acquisition among prospective clients and expanding revenue within assigned accounts across InvestCloud's enterprise solutions, including Digital Wealth, APL, and Altic. The primary focus is identifying, developing, and winning strategic new-logo opportunities, with cross-sell and up-sell activity supporting broader strategic client growth. This role partners closely with Marketing, Sales Engineering / Pre‑Sales, Product, and Account Management, making strong cross‑functional collaboration and orchestration essential to success. This is a high‑impact, quota‑carrying role for a sales professional who can self‑source pipeline, create momentum with prospective clients, navigate complex enterprise buying groups, develop executive relationships, and convert strategic opportunities into revenue. The ideal candidate is a consultative, results‑driven seller with strong hunting instincts and the ability to thrive in a fast‑moving, evolving sales environment.

What does a great Enterprise Account Executive do?

A great Enterprise Account Executive demonstrates a strong strategic, consultative selling approach and a command of InvestCloud's full value proposition across Digital Wealth, APL, and Altic. They promote and sell InvestCloud solutions to prospective clients, expanding the company's presence across wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and other financial institutions. They also identify targeted expansion opportunities within existing accounts. They build trusted relationships with executive and C‑suite stakeholders, uncover strategic needs, and create compelling business cases that accelerate deal progression and close complex opportunities. They are effective at selling broader platform capabilities and point solutions supporting client engagement, advisor experience, onboarding, portfolio and operational workflows, reporting, and other enterprise wealth technology needs.

How You Will Provide Meaningful Contributions

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota
• Drive net-new business acquisition through direct sales activity, including outbound prospecting, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set
• Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management
• Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach for each opportunity
• Educate prospects on the value of InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic
• Leverage financial services and industry knowledge to create demand, shape compelling purchase rationales, and establish business value
• Partner with internal pursuit teams, Sales Engineering / Pre‑Sales, Product, Marketing, and Account Management to shape, position, and close deals
• Establish and grow executive-level relationships with prospective clients, while maintaining strategic relationships with existing clients
• Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts, and develop winning close plans with effective negotiation strategies
• Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects
• Share industry, deal, and sales best practices across the sales organization

Basic Qualifications For Consideration

• 8-15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments
• Experience selling complex solutions into financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and other large financial services organizations
• Demonstrated success selling six- and seven-figure enterprise and strategic deals
• Consistent track record of meeting and/or exceeding annual sales quota
• Strong pipeline generation skills, including experience building self-sourced pipeline and developing new prospective-client opportunities
• Deep understanding of the financial services industry and wealth technology landscape
• Proven ability to establish and grow executive- and C-level relationships
• Experience selling against wealth management competitors and internal alternatives
• Strong value-based selling skills, including both point-solution and platform-selling expertise
• Ability to navigate long sales cycles, matrixed buying groups, and complex institutional decision processes
• Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, negotiation, consultative selling, relationship building, appointment setting, and value creation
• Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed

Preferred Skills / Experience

• Prior experience selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed account, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions
• Experience selling into wealth managers, private banks, asset managers, regional banks, RIAs, broker-dealers, and tier 1 financial institutions
• Strong CRM discipline and experience managing pipeline in a structured, metrics‑driven sales process
• Bachelor's degree from a four‑year college or university, or an equivalent combination of education and experience
• Excellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organization
• High-energy, creative, team‑oriented approach with a passion for building businesses and brands
• Ability to thrive in a fast‑paced environment, adapt quickly, and solve problems effectively

Role Profile Highlights

• Selling across InvestCloud's enterprise solution set, including Digital Wealth, APL, and Altic
• Primary focus on net‑new business development and strategic new‑logo acquisition, with expansion within existing accounts as a secondary responsibility
• Mix of mid-market, enterprise, and strategic opportunities
• Combination of outbound prospecting, self-sourced pipeline generation, named‑account selling, and complex enterprise deal orchestration
• Best fit for candidates with strong financial technology, wealth platform, SaaS, strategic, consultative, and enterprise solution sales backgrounds. Understanding of public and private market investing.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary Range: $170,000 – $187,000

• 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