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Wealth.com seeks an experienced enterprise software salesperson to own complex sales cycles in the RIA market, driving both new business and growth within existing accounts. You will close high-value software deals, coordinating with multiple stakeholders through procurement and building a strong pipeline via steady prospecting and in-person networking.
The role requires heavy travel and a self-directed style.
The role owns complex enterprise sales cycles in the RIA market, covering both new business and growth inside existing accounts. A strong candidate has years of closing high value software deals, manages many stakeholders through procurement, and builds pipeline through steady prospecting and in person networking. Comfort with heavy travel and a self directed style matter here.
The product is an AI powered estate and tax planning platform, so the seller explains how AI fits into an advisor's daily work and where legal and tax expertise still sits. Demonstrations must connect the technology to real operational needs of large firms. The human parts, trust building, reading a room, and steering a long deal, stay central.
Selling this platform builds fluency in how AI supports estate and tax planning for financial institutions, including security and compliance concerns buyers raise. A candidate can prepare by learning how advisors use planning software and what enterprise finance firms expect from AI tools. Fintech or wealth management exposure helps.
This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.
Wealth.com provides an AI-powered estate and tax planning platform for financial advisors, per the company.