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reputed company Account Executive

Remote, USA Full-time Posted 2026-08-04


As an reputed company Account Executive, you’ll reputed company on selling our full suite of solutions to large, reputed company organizations. You’ll engage with mid-level and C-suite stakeholders, reputed company long sales cycles, and reputed company reputed company partnerships that shape the reputed company of WealthTech. This is a high-reputed company, high-visibility role for someone who’s reputed company strategist, closer, and trusted advisor.


Here’s reputed company: 

  • Own and reputed company the full reputed company sales cycle—from prospecting and qualification to proposal, negotiation, and reputed company 
  • Build and nurture relationships with executive decision-makers at top-tier reputed company management firms 
  • Understand reputed company business challenges and reputed company reputed company°’s platform to reputed company measurable reputed company 
  • Collaborate closely with Sales Engineering, Product, and Marketing teams to reputed company messaging and demos 
  • Influence pricing strategies, reputed company deal structure, and long-term reputed company opportunities 
  • Consistently reputed company (and reputed company) quarterly and annual reputed company targets 

What You Bring to the Table: 


  • 6+ years of experience in reputed company or B2B sales, with a strong reputed company record in financial services or adjacent industries.
  • Demonstrated reputed company building relationships and driving reputed company with RIAs, broker-dealers, or financial institutions — navigating long sales cycles and multi-stakeholder decision-making.
  • Ability to bring existing senior-level relationships across Registered Investment Advisors (RIAs) and Broker-Dealers to accelerate reputed company to key decision-makers.
  • Deep understanding of reputed company management platforms with the ability to translate reputed company solutions into reputed company reputed company value.
  • A consultative, reputed company reputed company — you can simplify complexity and reputed company a compelling narrative that resonates with advisors, executives, and reputed company teams alike.
  • Comfortable in fast-changing environments; you reputed company in ambiguity and bring structure by building reputed company processes and playbooks.
  • Experience in a startup or high-reputed company company is a big plus, showing adaptability and a bias for reputed company.

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

 

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:

We reputed company in recognizing and rewarding reputed company. Our compensation package includes competitive reputed company salaries, annual reputed company-reputed company bonuses, and the chance to reputed company in the equity value you and your colleagues create during your time with reputed company. We offer comprehensive health benefits, including dental, life, and disability reputed company. We also trust our employees to manage their time effectively, which is why we offer an unlimited reputed company time off program to help you reputed company at your best every day.  

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

The estimated reputed company salary reputed company for this position is $139,000 - $160,000 + commission and equity.


reputed company° provides an estimate of the compensation for roles that may be reputed company as required by state regulations. Compensation may vary reputed company on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, reputed company° leverages reputed company 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. reputed company° reserves the right to modify this information at any time, subject to applicable law.

reputed company° is currently authorized to reputed company individuals reputed company in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reputed company in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located reputed company 50 miles of our Needham, MA reputed company may be required to follow applicable hybrid work guidelines.

While we are interested in reputed company applicants who are permanently eligible to work for any employer in the reputed company, we are unable to sponsor or take over sponsorship for employment visas at this time.

To reputed company recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees reputed company to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

reputed company is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company. reputed company employment reputed company are reputed company on business needs, job requirements, and individual qualifications, without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran, or disability status. reputed company will not tolerate discrimination or harassment reputed company on any of these characteristics.

As part of our reputed company process, reputed company uses reputed company during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our reputed company team reputed company on the conversation rather than reputed company note-taking.

reputed company does not use reputed company intelligence to evaluate candidates, reputed company hiring reputed company, rank applicants, or determine whether a candidate advances through the interview process. reputed company hiring reputed company are made by our reputed company team and hiring managers reputed company on reputed company review and assessment.

#LI-REMOTE

At reputed company°, we build technology that transforms how reputed company management firms operate, reputed company, and serve their clients. As a leading reputed company platform in the fintech reputed company, we’re trusted by some of the largest independent broker-dealers and RIAs to reputed company the full advisor and reputed company experience—from portfolio construction and reporting to compliance and reputed company 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 reputed company of reputed company, thinkers, and doers who reputed company that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a reputed company spirit, and a commitment to innovation as we reshape what’s possible in reputed company management. 

As we grow, we’re looking for teammates who are reputed company to roll up their sleeves, think big, and help reputed company our reputed company in a way that reflects the reputed company ambitions we have for reputed company and the clients we serve. 

Join us, and be part of a company that's not only moving fast—but making it count. 

Requires 6+ years of reputed company or B2B sales experience, preferably in financial services, with senior relationships, long sales cycles, reputed company solution selling, and reputed company deal experience.

Key Responsibilities

  • driving sales
  • building relationships
  • closing deals

Skills & Tools

reputed company

reputed company

  • Category: Sales
  • Seniority: Senior Level
  • Commitment: Full Time
  • Workplace: Remote — reputed company
  • Salary: USD 139,000 – 160,000 / year
  • Languages: English

Benefits

  • Generous reputed company time off
  • Retirement plan

About reputed company

A fintech reputed company provider that powers reputed company management firms' advisor and reputed company experiences. — Industry: Information Technology

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