Enterprise Account Executive – Wealth Management Markets

Enterprise Account Executive – Wealth Management Markets

Location: Remote, Eastern Time Zone preferred (Northeast ideal); Central Time Zone considered. Philadelphia area a plus.

Territory: Named accounts

About the Opportunity

Our client is a market-leading software provider to the wealth management and insurance industries, with dominant market share in its core markets. The company is in a major transformation: moving from standalone point solutions and heavily customized deployments to a single configurable SaaS platform with API-connected modules and robust self-service capabilities. The new platform opens the door to new addressable markets.

They’re hiring an enterprise seller for their wealth business. This territory was a top performer last year, and the new hire will step into an active pipeline of existing opportunities rather than starting cold.

The Role

You’ll own a named-account territory of broker-dealers and financial institutions. The role is roughly 60–70% expansion within existing clients and 30–40% new business development. The focus is on building executive-level relationships and growing both the client base and the depth of each account.

What You’ll Do

Build and execute a strategic plan for a named wealth territory

Expand existing client relationships up to the C-level and identify new opportunities within those accounts

Prospect and win new logos among broker-dealers, wealth management firms, and financial institutions

Lead sales cycles of 3–6 months, with typical deals of $50K–$100K and larger platform opportunities as the new platform scales

Position and sell an integrated platform rather than individual products

Partner with a dedicated sales engineer, customer success, and sales enablement to advance and close deals

What We’re Looking For

A proven track record in enterprise SaaS or platform sales

Experience selling to broker-dealers, wealth management firms, banks, or capital markets firms

Comfort selling to risk-averse, highly regulated buyers

A strong prospecting methodology and a balance of new business and account expansion skills

A consistent record of meeting or exceeding quota

The ambition to grow with a company in transformation

Not a fit: Candidates primarily focused on renewals, customer success, partner support, or channel sales.

Why This Role

You inherit an active pipeline in a territory that was a top performer last year

You get a dedicated industry-veteran sales engineer at a 1:2 ratio with enterprise wealth reps

A customer success team works alongside you to develop relationships and surface opportunities

Marketing invests heavily in events and campaigns, and the company is building AI-driven account insights to guide outbound strategy

A ramp period is provided for new hires