Enterprise Account Executive – Wealth

🔥 16 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 22%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Feathery

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

🤖 Artificial Intelligence

💳 Fintech

🛡️ Insurance

🔥 Funding within the last year

💰 Series unknown on 2025-11

Artificial Intelligence • Fintech • Insurance

Feathery is an AI-first workflow and document automation platform for regulated financial services. It provides a visual form and workflow builder, document templates and e-signatures, document and meeting/audio intelligence for high-accuracy data extraction, collaborative workflows and a white-label editor. Feathery’s AI assistant (Robin) generates and deploys workflows from plain-language prompts, runs decisioning and surfaces insights, and connects to 150+ industry integrations. The product is purpose-built for wealth management, insurance carriers, and brokers to automate onboarding, underwriting/submission intake, proposal and policy generation, claims processing, and other regulated workflows while meeting SOC 2 and HIPAA compliance requirements.

📋 Description

• Prospect and develop new enterprise accounts across the U.S. wealth management industry, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms • Reach out to prospects via email, phone, and LinkedIn • Experiment with messaging, targeting, and channels to generate new opportunities • Attend wealth management industry conferences and events to build relationships and source pipeline • Own pipeline generation strategy and continuously refine outbound approaches • Manage the full sales cycle from initial outreach through close • Handle inbound and referred leads and convert them into qualified opportunities • Conduct discovery to understand customer needs and business challenges across wealth management workflows • Deliver tailored demos and presentations for different stakeholders • Navigate complex buying processes and multi-stakeholder deals across wealth management organizations • Help define and refine sales playbooks, positioning, and processes for the U.S. wealth market • Partner with product and engineering to communicate customer needs and influence roadmap • Collaborate with marketing on campaigns and demand generation initiatives • Contribute to product launches and go-to-market strategy

🎯 Requirements

• Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role • Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms • Experience with enterprise deals (100K–1M+ ARR) • Track record of high achievement in quota-carrying roles • Strong consultative selling skills and ability to engage senior stakeholders • Excellent communication and storytelling abilities with high customer empathy • Experience building pipeline through outbound prospecting • Builder mindset with a desire to shape processes and strategy • Highly motivated, resilient, and comfortable operating in a fast-paced environment • Passion for understanding customer problems and helping solve them • Existing network within the U.S. wealth management industry • Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing • Experience selling complex or technical products, including AI, workflow automation, or document intelligence • Experience attending or sourcing pipeline through wealth management industry conferences • Background at a high-growth B2B SaaS, FinTech, or WealthTech company

🏖️ Benefits

• Competitive compensation and equity • HRA health plan • Unlimited PTO • Retirement: 401(k) plan • Company offsites to connect and recharge • A supportive, low-ego team that values ownership and growth

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