Enterprise Account Executive

🕒 April 9

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InvestCloud, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• driving new APL business acquisition • expanding revenue within assigned accounts • direct sales efforts, including cross-sell and up-sell opportunities • partner closely with Marketing, Pre-Sales, Product, and Account Management • build pipeline, develop executive relationships, and convert opportunities into revenue • promote and sell APL solutions to both prospective and existing clients • expand InvestCloud’s market presence within targeted industry segments • cultivate trusted relationships with executive and C-suite stakeholders • identify strategic opportunities • create compelling business cases that drive demand and accelerate deal closure • manage pipeline through lead generation, prospect nurturing, prioritization, and reporting • educate clients on the value of InvestCloud’s technology capabilities and industry expertise • leverage financial services and industry knowledge to create demand and present compelling purchase rationales • establish and grow executive-level relationships with prospective and existing clients • mentor and coach other account executives and associates, as needed • develop and execute account strategies and sales plans to achieve revenue goals and individual quota.

🎯 Requirements

• 10–15 years of solution-selling experience within financial technology • Experience selling deals of approximately $2M+ ACV • Consistent track record of meeting and/or exceeding annual sales quota • Demonstrated annual close rate of approximately 33% • Deep understanding of a Financial Advisor’s day-to-day business activities and pain points • Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks • Proven ability to establish and grow executive- and C-level relationships • Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C • Strong value-based selling skills, including both point-solution and platform-selling expertise • Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creation • Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed.

🏖️ Benefits

• medical/Rx • dental • vision • disability • life/AD&D insurance plans • Flexible Savings Account (FSA) • Health Savings Account (HSA) • Employee Assistance Plan (EAP) • health advocacy • voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance) • 401(k) retirement savings plan with company match • paid time off