Strategic Enterprise Account Executive – Wealth Tech Growth

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

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

Job summary

InvestCloud, a global leader in wealth technology, is seeking an Enterprise Account Executive to drive new business acquisition and expand revenue within existing accounts across Digital Wealth, APL, and Altic. The role emphasizes consultative selling, executive engagement, and strong cross-functional collaboration to close strategic opportunities.

The ideal candidate will develop executive-level relationships, navigate complex enterprise buying groups, and consistently exceed quota in a

Qualifications

• 8-15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments.
• Experience selling complex solutions into financial institutions, including wealth managers, private banks, asset managers, RIAs, broker-dealers, and other large financial services organizations.
• Demonstrated success selling six- and seven-figure enterprise and strategic deals.
• Strong pipeline generation skills, including experience building self-sourced pipeline and developing new prospective-client opportunities.
• Proven ability to establish and grow executive- and C-level relationships.
• Ability to navigate long sales cycles, multi-stakeholder buying groups, and complex institutional decision processes.

Responsibilities

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota.
• Drive net-new business acquisition through direct sales activity, including outbound prospecting, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set.
• Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management.
• Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach for each opportunity.
• Educate prospects on the value of InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic.
• Leverage financial services and industry knowledge to create demand, shape compelling purchase rationales, and establish business value.
• Partner with internal pursuit teams, Sales Engineering / Pre-Sales, Product, Marketing, and Account Management to shape, position, and close deals.
• Establish and grow executive-level relationships with prospective clients, while maintaining strategic relationships with existing clients.
• Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts, and develop winning close plans with effective negotiation strategies.
• Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects.
• Share industry, deal, and sales best practices across the sales organization.

Skills

Solution selling

Executive relationships

Pipeline management

Cross-functional collaboration

Education

Bachelor's degree

Job description

InvestCloud, a global leader in wealth technology, is seeking an Enterprise Account Executive to drive new business acquisition and expand revenue within existing accounts across Digital Wealth, APL, and Altic. The role emphasizes consultative selling, executive engagement, and strong cross-functional collaboration to close strategic opportunities.

The ideal candidate will develop executive-level relationships, navigate complex enterprise buying groups, and consistently exceed quota in a