Enterprise Account Executive – Wealth

Feathery

. Prospect and develop new enterprise accounts across the U.S.

Posted 11/3/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in enterprise SaaS sales within the U.S. wealth management industry, with a strong ability to build and manage pipelines, engage senior stakeholders, and deliver tailored presentations. Possesses a deep understanding of wealth management workflows and a proven track record of achieving sales targets in complex environments.

Highest-signal resume keywords

Enterprise SaaS SalesWealth Management Industry ExpertisePipeline Generation StrategyConsultative Selling SkillsComplex Deal Navigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementOutbound ProspectingCustomer Needs AnalysisTailored DemosQuota AchievementKYC and Suitability ReviewsWorkflow AutomationDocument IntelligenceAccount OpeningClient Onboarding

Soft Skills

Excellent CommunicationStorytelling AbilitiesCustomer EmpathyMotivationResilience

Industry Keywords

Wealth Management PlatformsBroker-DealersAsset ManagersPrivate Wealth BusinessesB2B SaaSFinTechWealthTechHigh-Growth CompaniesSales PlaybooksDemand Generation

About the role

Key responsibilities & impact

Prospect and develop new enterprise accounts across the U.S. wealth management industry, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
Reach out to prospects via email, phone, and LinkedIn
Experiment with messaging, targeting, and channels to generate new opportunities
Attend wealth management industry conferences and events to build relationships and source pipeline
Own pipeline generation strategy and continuously refine outbound approaches
Manage the full sales cycle from initial outreach through close
Handle inbound and referred leads and convert them into qualified opportunities
Conduct discovery to understand customer needs and business challenges across wealth management workflows
Deliver tailored demos and presentations for different stakeholders
Navigate complex buying processes and multi-stakeholder deals across wealth management organizations
Help define and refine sales playbooks, positioning, and processes for the U.S. wealth market
Partner with product and engineering to communicate customer needs and influence roadmap
Collaborate with marketing on campaigns and demand generation initiatives
Contribute to product launches and go-to-market strategy

Requirements

What you’ll need

Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role
Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
Experience with enterprise deals (100K–1M+ ARR)
Track record of high achievement in quota-carrying roles
Strong consultative selling skills and ability to engage senior stakeholders
Excellent communication and storytelling abilities with high customer empathy
Experience building pipeline through outbound prospecting
Builder mindset with a desire to shape processes and strategy
Highly motivated, resilient, and comfortable operating in a fast-paced environment
Passion for understanding customer problems and helping solve them
Existing network within the U.S. wealth management industry
Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing
Experience selling complex or technical products, including AI, workflow automation, or document intelligence
Experience attending or sourcing pipeline through wealth management industry conferences
Background at a high-growth B2B SaaS, FinTech, or WealthTech company

Benefits

Comp & perks

Competitive compensation and equity
HRA health plan
Unlimited PTO
Retirement: 401(k) plan
Company offsites to connect and recharge
A supportive, low-ego team that values ownership and growth