Enterprise Account Executive

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally.

About the role

As an Enterprise Account Executive, you’ll focus on selling our full suite of solutions to large, complex organizations. You’ll engage with mid-level and C-suite stakeholders, navigate long sales cycles, and drive strategic partnerships that shape the future of WealthTech. This is a high-impact, high-visibility role for someone who’s equal parts strategist, closer, and trusted advisor.

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

Requirements

• 6+ years of experience in enterprise or B2B sales, with a strong track record in financial services or adjacent industries
• Demonstrated success building relationships and driving growth with RIAs, broker-dealers, or financial institutions — navigating long sales cycles and multi-stakeholder decision-making
• Ability to bring existing senior-level relationships across Registered Investment Advisors (RIAs) and Broker-Dealers to accelerate access to key decision-makers
• Deep understanding of wealth management platforms with the ability to translate complex solutions into clear client value
• Consultative, strategic mindset — you can simplify complexity and deliver a compelling narrative that resonates with advisors, executives, and operations teams alike
• Comfortable in fast-changing environments; you thrive in ambiguity and bring structure by building scalable processes and playbooks
• Experience in a startup or high-growth company is a plus, showing adaptability and a bias for action

Benefits

• Competitive base salaries, annual performance-based bonuses, and equity opportunities
• Comprehensive health benefits, including dental, life, and disability insurance
• Unlimited paid time off program

Pay

The estimated base salary range for this position is $139,000 - $160,000 plus commission and equity.

Schedule

Remote work authorized in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.