Mid-Market 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 a Mid-Market Account Executive, you will sell Advisor360°’s core platform and solutions to mid-sized wealth management firms. You’ll manage a balanced pipeline of opportunities, work with Director and VP level buyers, and close deals that help firms modernize their technology and scale their operations.
This is a full-cycle, quota-carrying role for a strong closer who is comfortable managing multiple deals simultaneously, executing proven sales motions, and building trusted relationships across the wealth management ecosystem.

Here’s What You’ll Do

• Own the full sales cycle for mid-market accounts—from discovery and qualification through proposal, negotiation, and close.
• Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms.
• Educate prospects on how Advisor360°’s platform improves advisor productivity, operational efficiency, compliance, and client experience.
• Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases.
• Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements.
• Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting.
• Collaborate with Marketing on inbound and outbound opportunities.
• Consistently achieve or exceed quarterly and annual revenue targets.
• Maintain accurate activity and opportunity data in CRM and sales engagement tools.

What You Bring to the Table

• 4–8 years of B2B sales experience, including 2+ years in a closing role.
• Experience with the wealth management industry, including RIAs, broker-dealers.
• Proven ability to manage multiple deals with moderate complexity and defined sales cycles.
• Strong discovery, qualification, and objection-handling skills.
• Ability to communicate value clearly to Director and VP level stakeholders.
• Highly organized with strong time-management and pipeline management skills.
• Comfortable working within established sales processes and playbooks.
• Experience with Salesforce

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CO, CT, FL, 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.