WealthTech Enterprise Account Executive

Advisor360; Northern (KY); Hybrid; USD 150,000 - 174,000; Full time

Benefits offered by this job

Health benefits (dental, life, and 장애)

Unlimited PTO

Equity opportunity

Performance bonuses

Job summary

Advisor360 is seeking an Enterprise Account Executive to lead the full sales cycle for our WealthTech platform, engaging with mid-level and C-suite stakeholders at large wealth management firms.

Bring 6+ years of enterprise/B2B sales experience, demonstrate a track record with RIAs or broker-dealers, and navigate long sales cycles while driving strategic partnerships that shape the future of wealth management.

Qualifications

• 6+ years of experience in enterprise or B2B sales, with a strong track record in financial services or adjacent industries.

Responsibilities

• Own and drive the full enterprise sales cycle—from prospecting and qualification to proposal, negotiation, and close.
• Build and nurture relationships with executive decision-makers at top-tier wealth management firms.
• Understand complex business challenges and align Advisor360°’s platform to deliver measurable impact.
• Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor messaging and demos.
• Influence pricing strategies, enterprise deal structure, and long‑term growth opportunities.
• Consistently achieve (and exceed) quarterly and annual revenue targets.

Skills

Enterprise sales

B2B sales

Relationship building

Executive stakeholder engagement

Strategic selling

Ambiguity handling

Startup experience

Job description

Advisor360 is seeking an Enterprise Account Executive to lead the full sales cycle for our WealthTech platform, engaging with mid-level and C-suite stakeholders at large wealth management firms.

Bring 6+ years of enterprise/B2B sales experience, demonstrate a track record with RIAs or broker-dealers, and navigate long sales cycles while driving strategic partnerships that shape the future of wealth management.