Enterprise Account Executive - Wealth (US)

Feathery; Oregon; Hybrid; USD 120,000 - 220,000; Full time

Benefits offered by this job

Equity

HRA health plan

Unlimited PTO

401(k) plan

Offsites

Job summary

Feathery is hiring an Enterprise Account Executive to drive revenue growth across the U.S. wealth management landscape. You’ll own the full sales cycle from sourcing opportunities to closing deals with major banks, private wealth businesses, broker-dealers, and asset managers.

Join a high-growth, B2B SaaS environment and shape Feathery's enterprise sales motion. You’ll collaborate with product, marketing, and leadership while building robust pipelines and delivering tailored demos to senior

Qualifications

• Experience selling enterprise SaaS into the wealth management industry or deep wealth management industry experience in a commercial role.
• Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth platforms.
• Experience with enterprise deals (100K-1M+ ARR).
• Track record of high achievement in quota-carrying roles.

Responsibilities

• Own full sales cycle from prospecting to close in the U.S. wealth management space.
• Deliver tailored demos and presentations for diverse stakeholders across wealth management.
• Collaborate with product, marketing, and leadership to shape go-to-market strategy.
• Build and refine outbound playbooks, messaging, and channels to generate opportunities.

Skills

Enterprise SaaS sales

Wealth management domain knowledge

Prospecting & pipeline

Job description

About FeatheryFeathery is the AI operating system for financial institutions. With hundreds of clients and over $30 million raised, Feathery is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on Feathery, from onboarding and risk assessment to reconciling systems and generating proposals and reports.At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle. We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others. We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work and grow as a team.

Why We're Hiring

As Feathery grows, we're expanding our footprint across the U.S. wealth management industry and engaging with leading banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms that require a consultative, high-touch sales process. We're hiring an Enterprise Account Executive with deep wealth management industry experience to drive revenue growth and help define our enterprise sales motion within wealth management. This role is ideal for someone who thrives in a full-cycle sales environment, enjoys building pipeline, and wants to play a key role in shaping how Feathery goes to market and wins within the U.S. wealth industry. As an early member of the team, you'll have significant ownership over pipeline, deals, and how we win in the enterprise.

About the Role

This is a high-ownership role that blends:

• Full-cycle enterprise sales across the U.S. wealth management industry
• Pipeline generation and deal execution
• Strategic, consultative selling
• Cross-functional collaboration with product, marketing, and leadership

You’ll own the entire sales process — from sourcing opportunities to closing deals — while helping define how Feathery scales its enterprise revenue engine.

What You’ll Do

Pipeline Generation & Prospecting

• Prospect and develop new enterprise accounts across the U.S. wealth management industry, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
• Reach out to prospects via email, phone, and LinkedIn
• Experiment with messaging, targeting, and channels to generate new opportunities
• Attend wealth management industry conferences and events to build relationships and source pipeline
• Own pipeline generation strategy and continuously refine outbound approaches

Deal Execution & Sales Process

• Manage the full sales cycle from initial outreach through close
• Handle inbound and referred leads and convert them into qualified opportunities
• Conduct discovery to understand customer needs and business challenges across wealth management workflows, including client onboarding, account opening, advisor servicing, document collection, and operational processing
• Deliver tailored demos and presentations for different stakeholders
• Navigate complex buying processes and multi-stakeholder deals across wealth management organizations

Sales Strategy & Cross-Functional Collaboration

• Help define and refine sales playbooks, positioning, and processes for the U.S. wealth market
• Partner with product and engineering to communicate customer needs and influence roadmap
• Collaborate with marketing on campaigns and demand generation initiatives
• Contribute to product launches and go-to-market strategy

About You

• Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role
• Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
• Experience with enterprise deals (100K-1M+ ARR)
• Track record of high achievement in quota-carrying roles
• Strong consultative selling skills and ability to engage senior stakeholders
• Excellent communication and storytelling abilities with high customer empathy
• Experience building pipeline through outbound prospecting
• Builder mindset with a desire to shape processes and strategy
• Highly motivated, resilient, and comfortable operating in a fast-paced environment
• Passion for understanding customer problems and helping solve them

Bonus

• Existing network within the U.S. wealth management industry
• Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing
• Experience selling complex or technical products, including AI, workflow automation, or document intelligence
• Experience attending or sourcing pipeline through wealth management industry conferences
• Background at a high-growth B2B SaaS, FinTech, or WealthTech company

What We Offer

• Competitive compensation and equity
• HRA health plan
• Unlimited PTO
• Retirement: 401(k) plan
• A supportive, low-ego team that values ownership and growth
• Company offsites to connect and recharge

Feathery is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We're committed to building an inclusive team and provide reasonable accommodations upon request.