Strategic 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. 

As a Strategic Account Executive, you will lead the sale of Advisor360°’s full platform to the largest and most complex wealth management organizations in the industry. You’ll operate as a senior, trusted advisor to executive leadership, owning a small portfolio of strategic accounts and driving multi-year, enterprise-wide partnerships that materially impact Advisor360°’s growth.

This is a high-impact, high-visibility IC role designed for a seasoned enterprise seller who thrives in ambiguity, influences at the highest levels, and consistently closes transformational platform deals. You will shape go-to-market strategy, inform product direction, and help define how Advisor360° partners with the most sophisticated firms in wealth management.
Here’s What You’ll Do:  

• Own and lead complex, multi-year enterprise sales cycles from executive discovery through negotiation and close, including pricing strategy, legal coordination, and executive alignment
• Build, deepen, and expand trusted relationships with C-suite, executive sponsors, and senior home office leaders at top-tier RIAs, independent broker-dealers, and large wealth management enterprises
• Serve as the strategic quarterback for each account—aligning Advisor360°’s platform capabilities to firm-wide business objectives, regulatory requirements, and long-term growth initiatives
• Drive platform-oriented deals that span multiple products, stakeholders, and buying centers, with contract values in the high six-figure to seven-figure range
• Partner closely with Sales Engineering, Product, Marketing, and Executive Leadership to deliver tailored enterprise narratives, demos, and business cases
• Influence enterprise pricing, packaging, and deal structures, balancing near-term revenue with long-term partnership value
• Anticipate and navigate complex procurement, compliance, and risk management processes common in highly regulated financial services organizations
• Consistently deliver against large, strategic revenue targets, while building durable pipeline within a defined set of named or strategic accounts
• Act as a senior field voice, contributing to sales strategy, account planning, and go-to-market evolution across the broader sales organization

What You Bring to the Table:  

• 12+ years of B2B sales experience, with significant time spent selling complex SaaS platforms to enterprise or strategic accounts
• Proven success closing large, multi-stakeholder enterprise deals (six-figure to seven-figure ACV) with long sales cycles
• Direct experience selling into the wealth management ecosystem, including RIAs, independent broker-dealers, or large financial institutions
• Deep understanding of advisor workflows, home office operations, compliance, data, and regulatory considerations within wealth management firms
• Demonstrated ability to operate credibly with C-suite executives and senior decision-makers as a trusted advisor and strategic partner
• Strong executive storytelling and presentation skills, with the ability to translate complex technology into clear business value
• Comfort operating in ambiguity and influencing outcomes without formal authority
• Experience helping shape sales strategy, account planning frameworks, or enterprise playbooks
• Background in high-growth or scale-stage SaaS environments 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:

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 $168-200,000 + commission & equity. 

Advisor 360 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.