Location: United States — Fully Remote
Employment Type: Full-Time
Experience: 2+ Years
Salary: $100,000 - $125,000 + uncapped commission + competitive equity
Visa Sponsorship: None available

About the Company: Our client is a decision-intelligence software company for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. The company has real product-market fit, roughly $3M in ARR, and a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth management firms across the U.S.

The team runs on EOS and sells directly to compliance officers, principals, and operations leaders at RIAs and broker-dealers. The sales org has direct access to the Head of Sales and CEO. It's a small, low-bureaucracy team where high performers shape the playbook they build.

About the Role: As an SME & Enterprise Account Executive, you'll own the company's largest and most complex deals with RIA and wealth-management firms with 50+ advisors, spanning mid-market through enterprise. This is executive relationship selling: multi-stakeholder buying committees, multi-year phased deals, and the deal architecture that wins over the biggest firms in an underserved $100B+ market. The Founder and a subject-matter expert support the largest opportunities.

You'll build trusted relationships with principals, CCOs, COOs, and operations leaders, self-source pipeline through industry relationships and referrals, and keep a forecast-accurate pipeline in HubSpot. You'll partner with the Solutions Consultant on demos and technical proof points, hand off cleanly to Customer Success at close, and report to the Head of Sales alongside one other Account Executive on the SMB segment.

What You'll Own

• Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors
• Executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees
• Multi-year, phased, and enterprise-wide deal structures with strategic, justified pricing
• A forecast-accurate pipeline in HubSpot with a reliable commit-to-close conversion
• A clean handoff to Customer Success on every closed deal

Must-Have Requirements

• 2+ years in wealth management, financial services, or fintech sales — fluent in RIA, custodian, compliance, and fiduciary language
• 1+ year closing complex, multi-stakeholder deals with large-firm wealth management or fintech buyers
• Documented quota attainment of 90%+ for at least one full year
• Self-sourcing ability — generating pipeline through industry relationships, referrals, and events, not just inbound
• Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
• U.S. timezone availability

Nice-to-Have

• Existing relationships with CCOs, CIOs, or advisory leadership at enterprise firms
• Experience with HubSpot and modern sales tools (Outreach, Gong, LinkedIn Sales Navigator)
• MEDDPICC, Challenger, or similar enterprise sales methodology training
• Track record of generating client referrals in the wealth management community

Benefits & Perks

• Uncapped commission — larger ACVs mean larger commission checks
• Unlimited PTO
• Health benefits for employees
• Fully remote, U.S.-based team
• Competitive equity