Trust & Will · 2 days ago
Senior Account Executive II, Advisors
United States
Full-time
Remote
Senior Level
$250K/yr - $300K/yr
7+ years expTrust & Will is the leading digital estate planning platform, trusted by over one million users. They are seeking a Senior Account Executive II, Advisors to own and scale their enterprise revenue motion within the advisor channel, focusing on selling to mid-to-large RIAs and key Broker-Dealers while managing complex sales cycles and partnerships.
LegalSoftwareWealth Management
Responsibilities
Own the enterprise sales motion for mid-to-large RIAs and broker-dealers, with accountability for new logo acquisition and revenue growth
Develop and execute account-based sales strategies targeting high-value advisory firms and institutional partners
Manage the full enterprise sales cycle from initial engagement through contract negotiation, close, and launch
Engage senior and executive stakeholders (C-suite, Partners, Heads of Wealth, Compliance, and Operations) in complex buying environments
Lead highly consultative discovery to uncover business, compliance, and operational needs, positioning Trust & Will as a strategic long-term partner
Deliver executive-level presentations and product demonstrations aligned to business outcomes and ROI
Partner closely with Marketing, Product, Legal/Compliance, and Member Success to ensure alignment and deal success
Accurately forecast enterprise pipeline and revenue, maintaining disciplined CRM hygiene and reporting
Represent Trust & Will at industry conferences, events, and key partner meetings (up to ~20% travel)
Serve as a senior sales leader and role model, sharing best practices and influencing the broader advisor sales organization
Qualification
Required
7–10+ years of quota‑carrying sales experience, with a strong emphasis on enterprise or strategic accounts
Demonstrated success selling into RIAs, broker‑dealers, wealth management firms, or regulated financial services organizations
Proven ability to close complex, high‑ACV deals with multiple stakeholders and long sales cycles
Strong consultative and value‑based selling skills, with the ability to tie solutions to business outcomes
Experience with enterprise contract negotiation, pricing strategy, and procurement processes
History of consistently meeting or exceeding annual revenue targets
High level of executive presence, communication, and professionalism
Comfortable operating in a fast‑paced, high‑growth SaaS environment
Preferred
Prior experience in WealthTech, FinTech, or LegalTech
Existing relationships within the RIA or broker‑dealer ecosystem
Experience influencing go‑to‑market strategy or mentoring senior sellers
Benefits
Flexible time off that you are encouraged to use
Generous paid company holidays and breaks throughout the year
Monthly friends & family day
Paid time off to volunteer in your community
Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
Financial wellness benefits (Financial coach support, and employer-sponsored 401k with an employer match)
Guest speakers & reimbursement for learning opportunities
Flexible work schedule + hours
Family-friendly work environment. We support the complexity of a remote world with the needs of families
Optional company-sponsored events and travel throughout the year
$500 Work from home stipend + Apple accessories
Company
Trust & Will
Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$82MKey Investors
CurqlModerne PassportModerne Ventures
2025-04-22Series C· $4.5M
2025-04-10Non Equity Assistance
2025-03-11Series C· $29.5M
Leadership Team
Cody Barbo
Founder & CEO
Daniel Goldstein
COO & Co-Founder
Recent News
2025-12-08
2025-11-19
Company data provided by crunchbase