Strategic Enterprise Account Executive – Wealth Tech

InvestCloud, Inc.; United States; On-site; USD 170,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Paid time off

Job summary

InvestCloud is seeking an Enterprise Account Executive to drive new business acquisition and expand revenue within assigned accounts across Digital Wealth, APL, and Altic. You will source pipeline, navigate complex enterprise buying groups, and build executive relationships to close strategic opportunities.

The ideal candidate is consultative, results-driven, with strong hunting instincts, and thrives in a fast-moving sales environment.

Qualifications

• 8–15 years of solution-selling experience in financial tech or SaaS
• Experience selling complex solutions to financial institutions
• Proven success in six- and seven-figure enterprise deals
• Strong ability to build executive relationships and exceed quota

Responsibilities

• Develop prospect strategies, account plans, and sales plans to reach revenue goals and quota
• Drive net-new business through outbound prospecting and new-logo sales
• Build and manage a predictable pipeline with self-sourced leads
• Qualify potential leads and tailor strategic sales approaches
• Educate prospects on InvestCloud’s enterprise capabilities across Digital Wealth, APL, and Altic
• Navigate complex sales cycles with multi-stakeholder buy-in
• Establish executive-level relationships and close strategic opportunities
• Create accurate forecasts and maintain a qualified funnel
• Share best practices across the sales org

Skills

Solution selling

Executive relationship mgmt

Pipeline generation

Value-based selling

Complex enterprise deals

Negotiation strategy

Cross-functional collaboration

Multi-stakeholder selling

Education

Bachelor’s degree

Tools

CRM discipline

Job description

InvestCloud is seeking an Enterprise Account Executive to drive new business acquisition and expand revenue within assigned accounts across Digital Wealth, APL, and Altic. You will source pipeline, navigate complex enterprise buying groups, and build executive relationships to close strategic opportunities.

The ideal candidate is consultative, results-driven, with strong hunting instincts, and thrives in a fast-moving sales environment.