Advisor360° · 1 day ago
Enterprise Account Executive
Philadelphia, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $174K/yr
8+ years expAdvisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. The Enterprise Account Executive will focus on selling solutions to large wealth management organizations, engaging with stakeholders, and driving strategic partnerships.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
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, creating Advisor360° champions
Understand complex, regulated business challenges within wealth management organizations and align Advisor360°’s platform to deliver measurable impact
Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor enterprise-level messaging and demos
Influence pricing strategies, enterprise deal structure, and long-term growth opportunities
Consistently achieve (and exceed) quarterly and annual revenue targets
Qualification
Required
Proven enterprise sales experience within the WealthTech industry
Direct experience selling SaaS solutions to wealth management firms, including RIAs, independent broker-dealers, or large financial institutions
Deep understanding of the wealth management ecosystem, including advisors, home office stakeholders, compliance considerations, and long sales cycles
Demonstrated success navigating complex, multi-stakeholder enterprise deals with six-figure (or greater) contract values
8+ years of experience in B2B sales, with a strong focus on enterprise or strategic accounts
Ability to engage credibly with mid-level and C-suite executives as a trusted advisor
Strong storytelling skills with the ability to simplify complex technology and business challenges
Comfort operating in ambiguity and contributing to the development of sales processes and playbooks
Preferred
Experience in a high-growth or startup environment is strongly preferred
Benefits
Annual performance-based bonuses
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
Business Wire
2026-01-14
2026-01-06
Company data provided by crunchbase