Enterprise Account Executive – Digital Wealth

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InvestCloud, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota • Drive new Digital Wealth business acquisition through direct sales activity, including cross-sell and up-sell opportunities • Build and manage pipeline through lead generation, prospect nurturing, prioritization, and disciplined reporting • Target potential leads and pursuits, and select the most effective sales strategies and approaches • Create forecasts and maintain a predictable funnel of qualified opportunities • Educate clients on the value of InvestCloud’s Digital Wealth capabilities, including digital engagement, onboarding, portfolio management experience, and reporting • Leverage financial services and industry knowledge to create demand and present compelling purchase rationales • Partner with internal pursuit teams, Sales Engineering, Product, and Account Management to shape, position, and close deals • Establish and grow executive-level relationships with prospective and existing clients • Share industry, deal, and sales best practices across the sales organization • Mentor and coach other account executives and associates, as needed • Manage demand generation efforts and quickly qualify opportunities

🎯 Requirements

• 8–15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments • Experience selling complex solutions into financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, or broker-dealers • Demonstrated success selling six- and seven-figure deals, including enterprise and strategic opportunities • Consistent track record of meeting and/or exceeding annual sales quota • Strong pipeline generation skills, including experience building self-sourced pipeline and developing new opportunities • Deep understanding of advisor workflows, client experience platforms, onboarding, reporting, and digital wealth technology trends • Proven ability to establish and grow executive- and C-level relationships • Experience selling against wealth management competitors, including Envestnet, Orion, SEI, Temenos, SS&C, and internal alternatives • Strong value-based selling skills, including both point-solution and platform-selling expertise • Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creation • Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed.

🏖️ Benefits

• medical/Rx • dental • vision • disability • life/AD&D insurance plans • Flexible Savings Account (FSA) • Health Savings Account (HSA) • Employee Assistance Plan (EAP) • health advocacy • voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance) • 401(k) retirement savings plan with company match • paid time off