Advisor360° · 18 hours ago
VP, Sales
Needham, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$225K/yr - $256K/yr
10+ years expAdvisor360° is a leading SaaS platform in the fintech space, transforming how wealth management firms operate and serve their clients. The VP of Sales will develop and execute enterprise sales strategies, lead complex sales cycles, and build strategic relationships with key decision-makers in financial services firms.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Develop & Execute Enterprise Sales Strategy: Own and execute the sales plan for acquiring and growing enterprise accounts across the wealth management space
Lead Complex Sales Cycles: Drive full-cycle enterprise sales from sourcing through close, with a focus on new logo acquisition
Build and Nurture Client Relationships: Develop deep, strategic relationships with key decision-makers at financial services firms
Collaborate Across Teams: Partner with Product, Marketing, and Customer Success to deliver an exceptional client experience from first conversation to onboarding
Identify Market Opportunities: Stay informed on industry trends and competitor moves to shape messaging and GTM strategies
Represent the Brand: Attend conferences, events, and networking engagements to grow Advisor360°’s presence and pipeline
Qualification
Required
10–15+ years of enterprise sales experience with a track record of driving revenue growth in wealth management / financial services technology (SaaS/fintech background strongly preferred)
Deep knowledge of the wealth management ecosystem-RIAs, broker-dealers, custodians-and experience selling into these complex organizations
Demonstrated success leading long, complex sales cycles and closing high-value enterprise deals
Ability to communicate value and educate/influence C-level stakeholders and decision-makers (CIOs, CTOs, COOs)
Cross-functional experience collaborating with Product, Marketing, and Customer Success
Excellent verbal and written communication skills, with the ability to 'read the room' and adapt messaging to diverse audiences
Benefits
Competitive base salaries
Annual performance-based bonuses
The chance to share in the equity value you and your colleagues create during your time with the company
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
2026-01-06
Morningstar.com
2025-10-31
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