СШАEnterprise Account Executive – Wealth (US)
6 дн. назад
СШАRemote
Sales role focused on expanding footprint in US wealth management by engaging with financial institutions for AI-driven automation solutions.
О компании
- is the AI operating system for financial institutions. With hundreds of clients and over $30 million raised, is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on , from onboarding and risk assessment to reconciling systems and generating proposals and reports.
- At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle.
- We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others.
- We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work and grow as a team.
Обязанности
- This is a high-ownership role that blends:
- Full-cycle enterprise sales across the U.S. wealth management industry
- Pipeline generation and deal execution
- Strategic, consultative selling
- Cross-functional collaboration with product, marketing, and leadership
- You’ll own the entire sales process — from sourcing opportunities to closing deals — while helping define how scales its enterprise revenue engine.
Требования
- Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role
- Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
- Experience with enterprise deals (100K–1M+ ARR)
- Track record of high achievement in quota-carrying roles
- Strong consultative selling skills and ability to engage senior stakeholders
- Excellent communication and storytelling abilities with high customer empathy
- Experience building pipeline through outbound prospecting
- Builder mindset with a desire to shape processes and strategy
- Highly motivated, resilient, and comfortable operating in a fast-paced environment
- Passion for understanding customer problems and helping solve them
Условия
- Competitive compensation and equity
- HRA health plan
- Unlimited PTO
- Retirement: 401(k) plan
- A supportive, low-ego team that values ownership and growth
- Company offsites to connect and recharge
Другое
- As grows, we’re expanding our footprint across the U.S. wealth management industry and engaging with leading banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms that require a consultative, high-touch sales process.
- We’re hiring an Enterprise Account Executive with deep wealth management industry experience to drive revenue growth and help define our enterprise sales motion within wealth management. This role is ideal for someone who thrives in a full-cycle sales environment, enjoys building pipeline, and wants to play a key role in shaping how goes to market and wins within the U.S. wealth industry.
- As an early member of the team, you’ll have significant ownership over pipeline, deals, and how we win in the enterprise.
- Prospect and develop new enterprise accounts across the U.S. wealth management industry, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
- Reach out to prospects via email, phone, and LinkedIn
- Experiment with messaging, targeting, and channels to generate new opportunities
- Attend wealth management industry conferences and events to build relationships and source pipeline
- Own pipeline generation strategy and continuously refine outbound approaches
- Manage the full sales cycle from initial outreach through close
- Handle inbound and referred leads and convert them into qualified opportunities
- Conduct discovery to understand customer needs and business challenges across wealth management workflows, including client onboarding, account opening, advisor servicing, document collection, and operational processing
- Deliver tailored demos and presentations for different stakeholders
- Navigate complex buying processes and multi-stakeholder deals across wealth management organizations
- Help define and refine sales playbooks, positioning, and processes for the U.S. wealth market
- Partner with product and engineering to communicate customer needs and influence roadmap
- Collaborate with marketing on campaigns and demand generation initiatives
- Contribute to product launches and go-to-market strategy
- Existing network within the U.S. wealth management industry
- Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing
- Experience selling complex or technical products, including AI, workflow automation, or document intelligence
- Experience attending or sourcing pipeline through wealth management industry conferences
- Background at a high-growth B2B SaaS, FinTech, or WealthTech company