Senior Enterprise Wealth Tech Account Executive

Sherpas; United States; On-site; USD 150,000 - 300,000; Full time

Job summary

Sherpas is seeking an experienced Enterprise Sales leader to own the full sales cycle in the U.S. market. You’ll identify ideal wealth-management firms, initiate conversations, and drive deals from discovery through signature, without an SDR or inbound queue.

You’ll manage buying committees, build relationships, and articulate AI-driven ROI to CIOs and compliance leads, shaping the playbook for future hires while consistently forecasting and closing high-value deals.

Qualifications

• Deep understanding of enterprise wealth management/RIAs
• Ability to build and own a pipeline without inbound
• Comfort discussing AI and product details with CIOs/execs
• Proven track record closing long-cycle enterprise deals
• Experience as first/second sales hire at a startup
• Direct relationships inside top wealth management firms

Responsibilities

• Own the full sales cycle from prospecting to signature
• Identify firms, open conversations, and run the deal through close
• Manage buying committee: advisor, ops lead, CIO, and compliance
• Document what works to improve the playbook for future hires
• Provide honest, forecastable pipeline and revenue projections

Skills

Market knowledge

Network building

Technical product talk

End-to-end sales

Startup experience

Relationship mapping

Job description

Sherpas is seeking an experienced Enterprise Sales leader to own the full sales cycle in the U.S. market. You’ll identify ideal wealth-management firms, initiate conversations, and drive deals from discovery through signature, without an SDR or inbound queue.

You’ll manage buying committees, build relationships, and articulate AI-driven ROI to CIOs and compliance leads, shaping the playbook for future hires while consistently forecasting and closing high-value deals.