Enterprise Account Executive - RIA Technology

We've partnered with a fast-growing, AI-native financial planning and investment technology business to appoint an Enterprise Account Executive targeting RIAs and wealth management firms across the US.

This is not a role for someone who needs leads handed to them, or who mistakes activity for output. The mandate is straightforward: go after the largest RIA and wealth management firms in the country, close them, and build from there. Candidates must bring a genuine track record of enterprise sales into wealth management, the credibility to operate at C-suite level with major institutions, and the hunger to earn seriously well doing it.

Remote, US

The appointed Enterprise Account Executive will:

• Identify, pursue, and close enterprise-level RIA and wealth management firms independently
• Own the full sales cycle from first approach through to signed contract
• Build and manage a pipeline of mega RIA targets, firms managing hundreds of billions in AUM
• Work closely with leadership on go-to-market strategy and market positioning
• Pass inbound SMB opportunities to the appropriate channel and stay focused on enterprise
• Represent the business credibly at the most senior levels of target organisations

Successful profiles will be expected to demonstrate:

• A verifiable track record of closing complex, high-value enterprise deals within wealth management, RIA, or financial services technology. Relationships with major institutions matter here
• The ability to operate as a truly autonomous seller without reliance on inbound pipeline or management direction
• Comfort with long, consultative sales cycles and sophisticated buyers
• A genuine belief in what they're selling. This platform is not a simple tool, and candidates who need an easy solution to move won't thrive
• Ambition to earn well above OTE. The comp structure rewards closers who push

Our client is an AI-native financial planning and investment technology business serving some of the largest RIA and wealth management firms in the US. Founded by a former head of innovation at one of the country's largest broker-dealers, the business has secured a small number of transformational enterprise accounts and is now building out the sales function to accelerate growth.

• Investor base comprised of the RIAs and advisors they sell to, not VC noise
• A lean, high-performance culture with genuine equity upside
• Uncapped variable compensation structured to reward serious earners