A fintech company serving wealth managersHiring

SME & Enterprise Account Executive

  • USD 200,000 to 250,000 per year
  • Remote, United States
  • Full-time
  • Senior
  • Posted 3 days ago
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In one line

Enterprise sales role at a fintech that sells software to wealth management firms; you close the biggest deals, fully remote anywhere in the US.

About the role

Advisory firms with 50 or more advisors need software that can handle their whole operation, and the largest deals are the hardest to land. This role owns those complex sales from first qualified lead to signature.

At a glance

Pay
USD 200,000 to 250,000 per year
Remote scope
Remote, United States
Seniority
Senior
Employment
Full-time
Working hours
Eastern and Pacific time zones preferred
Skills
HubSpot, MEDDPICC, Challenger, Outreach, Gong, LinkedIn Sales Navigator
Posted
1 Nov 2026
Last checked
1 Nov 2026

What you will do

  • Take qualified opportunities through to signed contracts with RIA and wealth management firms, usually $100K to $500K+ ACV
  • Win over executive buyers and guide buying committees of principals, CCOs, COOs and operations leads to a decision

What they look for

  • 3+ years closing complex deals with several stakeholders in the $100K to $500K+ ACV range
  • Knowledge of the RIA and IBD regulatory world, ideally from selling to enterprise wealth organizations or RIA aggregators
  • At least two years in wealth management, financial services or fintech, with 90%+ of quota hit for a full year

Nice to have

  • Experience at wealthtech firms that serve RIAs and IBDs
  • Familiarity with MEDDPICC, Challenger or similar enterprise sales methods

Benefits

  • Health, dental, vision, 401(k) and equity, plus PTO and US holidays

A typical week

  • Work your pipeline of SME and enterprise deals, with account plans for key prospects kept current
  • Run demos with a Solutions Consultant and answer technical questions from buyers
  • Meet prospects at industry events and conferences, and follow up on client referrals

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Claude

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Connector URL
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How to connect

Questions about this job

Is this job fully remote, and from where?

Yes. The posting lists SME & Enterprise Account Executive as a remote role for candidates in the United States. On hours, the posting says: Eastern and Pacific time zones preferred.

What does this job pay?

The posting states USD 200,000 to 250,000 per year.

What experience is needed?

It is a senior role. The posting asks for: 3+ years closing complex deals with several stakeholders in the $100K to $500K+ ACV range; knowledge of the RIA and IBD regulatory world, ideally from selling to enterprise wealth organizations or RIA aggregators; at least two years in wealth management, financial services or fintech, with 90%+ of quota hit for a full year. Skills it names include HubSpot, MEDDPICC, Challenger, Outreach.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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A fintech company serving wealth managersRemote, United States
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