Enterprise Account Executive - Wealth Management

April Tax Solutions, Inc.; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

april is hiring an Enterprise Account Executive - Wealth Management to win new business with the largest institutions in wealth management. You will own complex enterprise deals from the first executive conversation through signed contract and onboarding.

This hunter role focuses on net new logos, with Marketing and Sales Development support, but you own the full cycle, bring your network, and you must stay compliant with NY area on-site requirements: three days per week.

Qualifications

• 8+ years of full cycle B2B SaaS sales with $4M+ quota.
• Wealth management domain experience with wirehouses, RIAs, or IBDs.
• Strong executive presence in engagements with C-suite.
• Active network across the wealth management ecosystem.

Responsibilities

• Hunt and close large enterprise logos with multi-year deals.
• Engage C-suite leaders and align with leadership on strategic opportunities.
• Lead end-to-end sales cycles from discovery to onboarding.
• Articulate ROI and business outcomes with tailored value propositions.
• Develop multiyear account plans aligned to client priorities.
• Collaborate with Solutions Engineering, Product, Marketing, and Client Success.
• Maintain accurate CRM, pipeline, and forecasts; represent april at events.

Skills

Enterprise sales

Executive engagement

Pipeline management

ROI storytelling

Cross-functional collaboration

Tools

CRM system

Salesforce

PowerPoint

Job description

About the role

We're hiring an Enterprise Account Executive - Wealth Management to win new business with the largest institutions in wealth management: wirehouses, private banks, mega RIAs, and wealth platforms. Reporting to april's VP of Sales, you'll own complex enterprise deals from the first executive conversation through signed contract and onboarding.

This is a hunter role focused on net new logos. Marketing and Sales Development will support you, but you own the full cycle, bring the network, and help shape how april goes to market with enterprise financial institutions. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

Key responsibilities

• Hunt and win new enterprise logos. Own and exceed a large new business quota, opening doors through targeted, account based outreach and your existing network
• Engage at the executive level. Build trusted relationships with C suite leaders and heads of wealth, product, technology, and operations, and partner with april's leadership on strategic opportunities
• Lead consultative sales cycles. Run deals from discovery through technical evaluation, security and compliance review, procurement, legal, close, and onboarding, navigating buying committees across business lines and regions
• Sell on business outcomes. Understand each institution's clients, competitors, and priorities, and build value propositions grounded in measurable ROI
• Set account strategy. Build multiyear account plans aligned to each institution's priorities and april's broader GTM strategy
• Lead cross functionally. Partner with Solutions Engineering, Product, Marketing, and Client Success to tailor the pitch to each firm's tech stack and deliver a one team experience
• Keep a disciplined pipeline. Maintain accurate CRM, pipeline, and forecasts, and represent april at key industry events

Experience

• A proven enterprise track record. 8+ years of full cycle B2B SaaS sales, carrying and exceeding a $4M+ quota and closing large, multiyear contracts
• Wealth management expertise. Direct experience selling into wirehouses, private banks, RIAs, or IBDs, and deep familiarity with how they buy and evaluate technology
• Exceptional executive presence. You're comfortable in the room with C suite audiences and can make complex ideas resonate
• An active network. Current relationships across the wealth management ecosystem that you can activate from day one. You're bringing the network, not building it from scratch
• Strong business acumen. You uncover a client's pain points and build tailored, ROI driven cases for change
• Mastery of long, complex cycles. Comfort with many stakeholders and extended legal, security, compliance, and vendor risk review
• Self direction and drive. You own a large territory with significant autonomy and no senior teammate to lean on for warm intros, and you bring creativity to how you open new doors

Nice to have

• Prior experience as one of the first or only AEs covering a vertical or region
• Experience working as a financial advisor or CFP

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.