Remote Mid-Market Wealth Tech Account Executive

Advisor360; Needham (MA); On-site; USD 115,000 - 145,000; Full time

Benefits offered by this job

Equity

Unlimited PTO

Health benefits

Bonus opportunities

Job summary

Advisor360 is seeking a Mid-Market Account Executive in Needham, MA to sell our core platform to mid-sized wealth management firms. You will own the full sales cycle—from discovery through close—building trusted relationships with RIAs and broker-dealers and helping firms modernize technology and scale operations.

You will manage a balanced pipeline, work with director- and VP-level buyers, and close deals that drive productivity, efficiency and client experience.

Qualifications

• 4–8 years of B2B sales experience, including 2+ years in a closing role.
• Experience with wealth management industry, including RIAs and 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.

Responsibilities

• Own the full sales cycle for mid-market accounts—from discovery through close.
• Build relationships with decision-makers at RIAs, independent broker-dealers, and mid-sized wealth management firms.
• Educate prospects on Advisor360° platform benefits and outcomes.
• Run structured discovery to map Advisor360° solutions to defined use cases.
• Partner with Sales Engineering to deliver tailored demos.
• Maintain a healthy pipeline and accurate forecasting in CRM.

Skills

B2B sales

Closing deals

Account management

Discovery & qualification

Executive communication

Tools

Salesforce

Job description

Advisor360 is seeking a Mid-Market Account Executive in Needham, MA to sell our core platform to mid-sized wealth management firms. You will own the full sales cycle—from discovery through close—building trusted relationships with RIAs and broker-dealers and helping firms modernize technology and scale operations.

You will manage a balanced pipeline, work with director- and VP-level buyers, and close deals that drive productivity, efficiency and client experience.