Strategic Enterprise Account Executive

Advisor360°; United States; On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance-based bonuses

Unlimited paid time off

Comprehensive health benefits

Job summary

Advisor360° is seeking a Senior Enterprise Account Executive to lead strategic partnerships with broker-dealers and RIAs. This role requires 8-10+ years in enterprise sales, with a track record of closing complex deals and building C-suite relationships. You will drive the sales process, shape proposals, and influence go-to-market strategies. We offer competitive salaries, bonuses, and benefits, including unlimited PTO. The estimated salary is $180k-$200k plus bonuses and equity.

Qualifications

• 8–10+ years of enterprise sales experience focused on broker-dealers or hybrid RIAs.
• Proven success in closing complex, multi-stakeholder deals.
• Established relationships with executives across broker-dealer firms.

Responsibilities

• Lead the full-cycle sales process for strategic enterprise prospects.
• Own relationships with C-suite and senior executive stakeholders.
• Architect large, customized solution proposals.

Skills

Enterprise sales experience

Building relationships with C-suite

Consultative selling

Closing multi-stakeholder deals

Navigating regulatory environments

Job description

At Advisor360° we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker‑dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It’s not just the tech (though it’s best‑in‑class). It’s the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.

Join us, and be part of a company that’s not only moving fast—but making it count.

At Advisor360°, we’re not just building a product—we’re redefining how enterprise wealth management firms grow their business. And we’re looking for a Senior Enterprise Account Executive to lead and close the most strategic, high‑value partnerships in our pipeline.

This role is ideal for a seasoned seller with deep experience navigating C‑suite relationships, multiyear SaaS contracts, and complex buying processes. You’ll work cross‑functionally with Product, Sales Engineering, and Marketing to shape deals that are transformational—for our clients and our company.

Here’s What You’ll Do

• Lead the full‑cycle sales process for strategic enterprise prospects and clients
• Own relationships with C‑suite and senior executive stakeholders across broker‑dealers, RIAs, and enterprise firms
• Architect large, customized solution proposals with multiple product lines and pricing models
• Influence and refine go‑to‑market strategy, including segmentation, targeting, and messaging
• Serve as a strategic partner internally, sharing market feedback to inform product roadmap
• Consistently exceed quota while managing a balanced pipeline of short‑ and long‑cycle deals

What You Bring To The Table

• 8–10+ years of enterprise sales experience with a strong focus on selling into independent broker‑dealers or hybrid RIAs.
• Proven success closing complex, multi‑stakeholder deals within the IBD space, including navigating home office, compliance, operations, and advisor personas
• Established relationships and credibility with executives and decision‑makers across broker‑dealers (e.g., Head of Wealth, CIO, COO, Product, and Compliance leaders)
• Deep understanding of the broker‑dealer ecosystem, including advisor workflows, clearing relationships, regulatory considerations, and platform consolidation trends
• Track record of consistently closing seven‑figure, multi‑year SaaS agreements in highly regulated environments
• Strong consultative selling approach with the ability to position technology as a strategic growth lever for firms competing for advisors and assets
• Experience running long, complex sales cycles
• A builder mindset—comfortable operating in ambiguity and helping shape go‑to‑market strategy, messaging, and deal structure in an evolving market

If you’re energized by strategic deal‑making, long‑term relationship building, and closing high‑stakes partnerships, this role is for you.

Why You’ll Love Working Here

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

• Competitive base salaries, annual performance‑based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company
• Comprehensive health benefits, including dental, life, and disability insurance
• Unlimited paid time off program to help you perform at your best every day

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $180k-$200k + bonus & equity.

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.

Should you have any questions regarding the application process, please contact Advisor360 at [e-mail].