Account Executive

At Advisor
360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

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 Wealth Tech. This is a high-impact, high-visibility role for someone who’s equal parts strategist, closer, and trusted advisor.

• 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, creating Advisor
  360 champions
• Understand complex business challenges and align Advisor
  360°’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

• Proven success in enterprise sales—navigating multi‑stakeholder deals, long sales cycles, and six‑figure contracts
• Experience selling SaaS or fintech solutions to regulated or financial institutions
• You have 6+ years of experience in B2B sales, ideally with a focus on enterprise or strategic accounts
  
  You’re a strategic thinker with the ability to simplify the complex and tell a powerful story
• You thrive in ambiguity and enjoy building processes and playbooks as you go
• Startup or high‑growth company experience is a big plus

If you're ready to lead big conversations, close transformational deals, and represent a product that truly changes how enterprise firms operate, let's talk.

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

The estimated base salary range for this position is $150,000‑170,000 + commission and equity.

Advisor
360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor
360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor
360 reserves the right to modify this information at any time, subject to applicable law.

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance‑based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our…