Enterprise Account Executive

The posting, as Advisor360 wrote it

Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.
With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand.
Join us at a pivotal moment: we're a team of builders and innovators re architecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

As an Enterprise Account Executive, you’ll focus on selling our full suite of solutions to large, complex organizations. You’ll engage with mid-level and C-suite stakeholders, navigate long sales cycles, and drive strategic partnerships that shape the future of WealthTech. This is a high-impact, high-visibility role for someone who’s equal parts strategist, closer, and trusted advisor.

Here’s What You’ll Do

• 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.
• Understand complex business challenges and align Advisor360°’s platform to deliver measurable impact.
• Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor messaging and demos.
• Influence pricing strategies, enterprise deal structure, and long-term growth opportunities.
• Consistently achieve (and exceed) quarterly and annual revenue targets.

What You Bring to the Table

• 6+ years of experience in enterprise or B2B sales, with a strong track record in financial services or adjacent industries.
• Demonstrated success building relationships and driving growth with RIAs, broker-dealers, or financial institutions — navigating long sales cycles and multi-stakeholder decision-making.
• Ability to bring existing senior-level relationships across Registered Investment Advisors (RIAs) and Broker-Dealers to accelerate access to key decision-makers.
• Deep understanding of wealth management platforms with the ability to translate complex solutions into clear client value.
• A consultative, strategic mindset — you can simplify complexity and deliver a compelling narrative that resonates with advisors, executives, and operations teams alike.
• Comfortable in fast-changing environments; you thrive in ambiguity and bring structure by building scalable processes and playbooks.
• Experience in a startup or high-growth company is a big plus, showing adaptability and a bias for action.

If you're ready to lead big conversations,
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L, GA, HI, IL, IN, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.
As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.
Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.
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