Senior Sales Executive, Enterprise
Core
Lead enterprise sales for an AI wealth management platform, guiding complex deals from discovery to onboarding for financial advisors.
Role type
Senior Enterprise Sales Executive
Builds
AI platform for wealth professionals serving financial advisors
Domain
Wealth management / Fintech
Deliverable
client delivery
Required skills
enterprise sales, strategic account management, RIA ecosystem knowledge, stakeholder mapping, commercial instincts, executive presence, cross-functional leadership
Preferred skills
SIE, Series 7, Series 63 licenses
Technologies
Salesforce
Responsibilities
Own portfolio of large enterprise opportunities from discovery to onboarding; lead multi-threaded deal strategy across executive and operational stakeholders; build detailed account plans and business cases; partner on commercial structuring and pricing; iterate on sales playbooks and process; maintain Salesforce hygiene for accurate forecasting; travel for onsite visits and executive meetings.