Advisor360°
501 - 1000 employees
💳 Fintech
☁️ SaaS
🤝 B2B
Fintech • SaaS • B2B
Advisor360° is a provider of an AI-native, end-to-end wealth management platform (Wealth OS) that converts fragmented data into contextual intelligence to support financial advisors and advisory firms. The SaaS platform includes modules for account opening, data & reporting, advisor experience, client portals, books & records, onboarding, cybersecurity, integrations, and an AI assistant called Parrot AI to automate workflows and surface actionable insights. Advisor360° serves broker-dealers, RIAs, bank and insurance wealth management teams, and independent advisors to help them scale operations, improve client engagement, and modernize technology stacks without disruptive re-platforming.
Senior Strategic Enterprise Account Executive
🕒 May 19
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Advisor360°
501 - 1000 employees
💳 Fintech
☁️ SaaS
🤝 B2B
Fintech • SaaS • B2B
Advisor360° is a provider of an AI-native, end-to-end wealth management platform (Wealth OS) that converts fragmented data into contextual intelligence to support financial advisors and advisory firms. The SaaS platform includes modules for account opening, data & reporting, advisor experience, client portals, books & records, onboarding, cybersecurity, integrations, and an AI assistant called Parrot AI to automate workflows and surface actionable insights. Advisor360° serves broker-dealers, RIAs, bank and insurance wealth management teams, and independent advisors to help them scale operations, improve client engagement, and modernize technology stacks without disruptive re-platforming.
📋 Description
• Lead the full-cycle sales process for strategic enterprise prospects • Own relationships with C-suite and senior executive stakeholders • Architect large, customized solution proposals • Influence and refine go-to-market strategy • Serve as a strategic partner internally • Consistently exceed quota while managing a balanced pipeline
🎯 Requirements
• 8–10+ years of enterprise sales experience • Proven success closing complex, multi-stakeholder deals • Established relationships and credibility with executives across broker-dealers • Deep understanding of the broker-dealer ecosystem • Strong consultative selling approach • Experience running long, complex sales cycles
🏖️ Benefits
• Competitive base salaries • Annual performance-based bonuses • Opportunity to share in equity value • Comprehensive health benefits including dental, life, and disability insurance • Unlimited paid time off
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