Remote/Hybrid Mid-Market Wealth Tech Account Exec

Advisor360°; Needham (MA); Hybrid; USD 115,000 - 145,000; Full time

Benefits offered by this job

Health benefits

Equity

Bonuses

Unlimited PTO

Job summary

Advisor360° is seeking a Mid-Market Account Executive to sell our core wealth management platform to mid-sized firms. You will manage a balanced pipeline, engage with Director and VP level buyers, and close deals that modernize technology and scale operations.

This is a full-cycle, quota-carrying role for a strong closer who can handle multiple deals and build trusted relationships across the wealth management ecosystem.

Qualifications

• 4–8 years of B2B sales experience, including 2+ years in a closing role.
• Experience with the wealth management industry, including RIAs, broker-dealers.
• Proven ability to manage multiple deals with moderate complexity and defined sales cycles.
• Strong discovery, qualification, and objection-handling skills.
• Ability to communicate value clearly to Director and VP level stakeholders.
• Highly organized with strong time-management and pipeline management skills.
• Comfortable working within established sales processes and playbooks.

Responsibilities

• Own the full sales cycle for mid-market accounts—from discovery and qualification through proposal, negotiation, and close
• Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms
• Educate prospects on how Advisor360°'s platform improves advisor productivity, operational efficiency, compliance, and client experience
• Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases
• Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements
• Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting
• Collaborate with Marketing on inbound and outbound opportunities
• Consistently achieve or exceed quarterly and annual revenue targets
• Maintain accurate activity and opportunity data in CRM and sales engagement tools

Skills

B2B sales

Closing deals

Wealth management experience

CRM - Salesforce

Pipeline management

Discovery skills

Stakeholder communication

Tools

Salesforce

Job description

Advisor360° is seeking a Mid-Market Account Executive to sell our core wealth management platform to mid-sized firms. You will manage a balanced pipeline, engage with Director and VP level buyers, and close deals that modernize technology and scale operations.

This is a full-cycle, quota-carrying role for a strong closer who can handle multiple deals and build trusted relationships across the wealth management ecosystem.