Note: The job is a remote job and is open to candidates in USA. JeffreyM Consulting is seeking an experienced Enterprise Account Executive to drive complex enterprise sales with registered investment advisers and independent broker-dealers in the wealth management, financial services, and fintech sectors. The role owns qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success while building pipeline and managing strategic accounts.
Responsibilities
- Close $100K-$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals
- Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders
- Build multi-stakeholder consensus and navigate pricing and contract negotiations
- Maintain 3x+ pipeline coverage and accurate CRM forecasting
- Self-source pipeline through relationships, referrals, events, and industry networks
- Coordinate demos, technical proof points, proposals, and Customer Success handoffs
- Provide competitive and market intelligence to inform sales strategy
Skills
- • 3+ years closing enterprise SaaS deals, including $100K+ ACV opportunities
- • 2+ years of sales experience in wealth management, financial services, or fintech
- • Strong understanding of RIAs, IBDs, custodians, compliance, and fiduciary concepts
- • Proven experience selling to multi-stakeholder buying committees
- • Documented 90%+ quota attainment for at least one full year
- • Demonstrated self-sourced pipeline and relationship-based selling
- • Strong CRM and forecasting discipline; HubSpot experience preferred
- • Experience in a growth-stage company or organization under 100 employees
- • U.S. time zone availability
- This is a fully remote role for candidates located within the USA
- Visa Sponsorship: None available
- • Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus
- • Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued
- • MEDDPICC or Challenger methodology experience is also preferred
Benefits
- Fully remote role for candidates located within the USA
- Variable Compensation: 50/50 split + accelerators
Company Overview