SME & Enterprise Account Executive (US, Remote)

We're hiring an SME & Enterprise Account Executive for our client, a fintech company from San Francisco that builds software for wealth management firms. You'll own the largest and most complex deals, closing with advisory firms of 50+ advisors and working closely with the Head of Sales. Leads come from marketing, a target account SDR and the Head of Sales, so this role suits a relationship-driven closer. This is a full-time, fully remote role open to candidates anywhere in the US (Eastern and Pacific time zones preferred).

What you'll do

• Own the sales cycle from qualified opportunity to signed contract with SME and enterprise RIA and wealth management firms, with deals typically between $100K and $500K+ ACV
• Build trust with executive decision-makers and bring buying committees (principals, CCOs, COOs, operations leads) to a decision
• Create tailored pricing proposals and structure multi-year deals, phased rollouts and firm-wide deployments with the Head of Sales
• Keep account plans for key prospects and a clean, forecast-accurate pipeline in HubSpot
• Work with a Solutions Consultant on demos and technical questions, and hand closed deals to Customer Success with full context
• Build your network in the industry through events, conferences and client referrals

You may be a fit if

• You have 3+ years closing complex, multi-stakeholder deals in the $100K to $500K+ ACV range
• You know the RIA/IBD regulatory landscape, ideally from selling into enterprise wealth organizations or RIA aggregators
• You have 2+ years selling in wealth management, financial services or fintech
• You've hit 90%+ of quota for at least one full year and can show it
• You keep your CRM accurate and your forecasts hold up
• You've worked at a small or growth-stage company (under 100 people) and don't need a polished playbook

Nice to have

• Experience at wealthtech companies serving RIAs and IBDs
• Existing relationships with CCOs, CIOs or advisory leadership at larger firms
• MEDDPICC, Challenger or similar enterprise sales training
• Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing)
• Outreach, Gong or LinkedIn Sales Navigator

What we offer

• $200,000 to $250,000 OTE
• Full-time W-2 role, fully remote within the US
• Health, dental, vision, 401(k) and equity
• PTO plus US holidays