Account Executive

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client 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 a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 

This role is either remote or hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

As an Account Executive, you’ll focus on selling our full suite of solutions to large, complex wealth management organizations. You’ll engage with mid-level and C-suite stakeholders, navigate long sales cycles, and drive strategic partnerships that shape the future of WealthTech. This is a high-impact, high-visibility role for someone who’s equal parts strategist, closer, and trusted advisor.

Here’s What You’ll Do:   

• Own and drive the full enterprise sales cycle—from prospecting and qualification to proposal, negotiation, and close
• Build and nurture relationships with executive decision-makers at top-tier wealth management firms, creating Advisor360° champions
• Understand complex, regulated business challenges within wealth management organizations and align Advisor360°’s platform to deliver measurable impact
• Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor enterprise-level messaging and demos
• Influence pricing strategies, enterprise deal structure, and long-term growth opportunities
• Consistently achieve (and exceed) quarterly and annual revenue targets

What You Bring to the Table:  

• Proven enterprise sales experience within the WealthTech industry
• Direct experience selling SaaS solutions to wealth management firms, including RIAs, independent broker-dealers, or large financial institutions
• Deep understanding of the wealth management ecosystem, including advisors, home office stakeholders, compliance considerations, and long sales cycles
• Demonstrated success navigating complex, multi-stakeholder enterprise deals with six-figure (or greater) contract values
• 6+ years of experience in B2B sales, with a strong focus on enterprise or strategic accounts
• Ability to engage credibly with mid-level and C-suite executives as a trusted advisor
• Strong storytelling skills with the ability to simplify complex technology and business challenges
• Comfort operating in ambiguity and contributing to the development of sales processes and playbooks
• Experience in a high-growth or startup environment is strongly preferred

 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: Why You’ll Love Working With Us:   

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

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.   
 

The estimated base salary range for this position is $150,000-170,000 + commission and equity.

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current 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. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

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

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

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