Account Executive

Overview:

At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. All our roles are hybrid, requiring 3 days onsite in our Needham, MA headquarters.

Job Brief:

The Account Executive will play a key role in driving sales growth by building and managing relationships with wealth management firms and demonstrating the value of our digital onboarding solutions. This role requires a deep understanding of client onboarding workflows, compliance requirements, and operational challenges in the wealth management industry. The ideal candidate will be a consultative salesperson who thrives on solving complex problems with technology and excels at articulating ROI to prospective clients.

Here’s What You’ll Do:

• Identify, prospect, and engage with wealth management firms to generate leads for digital onboarding technologies.

• Build and maintain a robust sales pipeline through networking, outbound efforts, and attending industry events.

• Conduct product demonstrations tailored to prospective clients, showcasing the benefits of our digital onboarding solutions.

• Develop and deliver compelling sales presentations that articulate the ROI and efficiency gains of implementing digital onboarding.

• Collaborate with prospects to understand their business needs, pain points, and goals, positioning our solutions as the answer.

• Build trusted, long-term relationships with C-level executives, operational and compliance teams, and other key stakeholders.

• Act as a trusted advisor, offering insights and recommendations on how clients can streamline onboarding processes.

• Work closely with the product, marketing, and implementation teams to ensure seamless transitions from sales to onboarding to post-production.

• Provide market and client feedback to inform product development and strategy.

• Maintain a strong understanding of regulatory requirements, client onboarding workflows, and operational challenges in the wealth management space.

• Stay informed on industry trends, competitive products, and evolving client expectations.

• Meet or exceed monthly, quarterly, and annual sales targets and performance metrics.

• Track and report sales activity and pipeline progress.

What You Bring to the Table:

• 7 years of experience in sales, account management, or business development in the wealth management, financial technology (fintech), or SaaS industry.

• Proven track record of achieving and exceeding sales targets.

• Strong knowledge of digital client onboarding workflows, compliance requirements, and operational challenges in the financial services industry.

• Exceptional communication, presentation, and negotiation skills.

• Experience selling client onboarding or digital transformation solutions in the wealth management space.

• Familiarity with APIs, integrations, and custom onboarding configurations.

• Knowledge of regulatory frameworks such SEC compliance.

• Bachelor’s degree in business, finance, or a related field.

Why You’ll Love Working Here:

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us

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 employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.