Enterprise Account Executive – Wealth Management
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Posted: 10/19/2026
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april aprilPosted 10/19/2026full-timeNew York City • New York • United StatesSeniorLead💰 $160,000 - $175,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in B2B SaaS sales with a proven track record of exceeding large quotas and managing complex sales cycles. Capable of building strategic relationships with C-suite executives and developing tailored, ROI-driven value propositions.
Highest-signal resume keywords
B2B SaaS Sales ExperienceQuota Exceeding Track RecordConsultative Sales Cycle ManagementWealth Management Technology SalesC-Suite Engagement
About the role
Key responsibilities & impact- Win new enterprise logos and exceed a large new-business quota
- Conduct targeted, account-based outreach using an existing network
- Build trusted relationships with C-suite leaders and heads of wealth, product, technology, and operations
- Partner with april leadership on strategic opportunities
- Lead consultative sales cycles from discovery through technical evaluation, security and compliance review, procurement, legal, close, and onboarding
- Develop value propositions grounded in measurable ROI
- Build multiyear account plans aligned with institutional priorities and april's GTM strategy
- Collaborate with Solutions Engineering, Product, Marketing, and Client Success
- Maintain accurate CRM, pipeline, and forecasts
- Represent april at key industry events
Requirements
What you’ll need- 8+ years of full cycle B2B SaaS sales experience
- Track record carrying and exceeding a $4M+ quota
- Experience closing large, multiyear contracts
- Direct experience selling into wirehouses, private banks, RIAs, or IBDs
- Deep familiarity with how wealth management institutions buy and evaluate technology
- Comfortable engaging C-suite audiences
- Current relationships across the wealth management ecosystem
- Strong business acumen and ability to build tailored, ROI-driven cases for change
- Experience managing long, complex sales cycles involving legal, security, compliance, and vendor risk review
- Ability to own a large territory with significant autonomy
- United States work authorization
- Ability to work onsite at the NYC HQ Tuesday through Thursday each week if residing in the New York City area
Benefits
Comp & perks- Equity
- Commission
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Full Cycle SalesAccount-Based OutreachValue Proposition DevelopmentLong Sales Cycle ManagementContract Negotiation
Soft Skills
Strong Business AcumenRelationship BuildingStrategic Collaboration
Tools & Technologies
CRM ManagementPipeline Forecasting
Industry Keywords
Wealth ManagementPrivate BanksRegistered Investment AdvisorsIndependent Broker-DealersVendor Risk Review