# Enterprise Account Executive

> JeffreyM Consulting · United States (Remote) · Full-time · Posted 2026-09-17

**Salary:** From USD 150,000

**Workplace:** remote

**Department:** Direct Placement/Contract to Hire

## Description

We are seeking an experienced **Enterprise Account Executive** with a strong background in wealth management, financial services, or fintech sales to drive complex enterprise deals with RIAs and IBDs. This is a closing-focused role, owning qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success.

**Responsibilities:**

-   Close **$100K–$500K ACV** enterprise and strategic accounts, including multi-year and multi-product deals
-   Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders
-   Build multi-stakeholder consensus and navigate pricing and contract negotiations
-   Maintain **3x+ pipeline coverage** and accurate CRM forecasting
-   Self-source pipeline through relationships, referrals, events, and industry networks
-   Coordinate demos, technical proof points, proposals, and Customer Success handoffs
-   Provide competitive and market intelligence to inform sales strategy

## Requirements

**What We're Looking For:**

-   3+ years closing **enterprise SaaS** deals, including $100K+ ACV opportunities
-   2+ years of sales experience in **wealth management, financial services, or fintech**
-   Strong understanding of **RIAs, IBDs, custodians, compliance, and fiduciary concepts**
-   Proven experience selling to multi-stakeholder buying committees
-   Documented **90%+ quota attainment** for at least one full year
-   Demonstrated self-sourced pipeline and relationship-based selling
-   Strong CRM and forecasting discipline; **HubSpot** experience preferred
-   Experience in a growth-stage company or organization under 100 employees
-   U.S. time zone availability

**Preferred Background:**

-   Experience with wealthtech organizations such as **Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group** is a plus.
-   Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued.
-   MEDDPICC or Challenger methodology experience is also preferred.

**Work Environment:**

This is a fully remote role for candidates located within the USA.

## Benefits

**Salary:** Base $150K; OTE $300k, uncapped

**Variable Compensation:** 50/50 split + accelerators

**Employment Type:** Full Time

**Visa Sponsorship:** None available

## Apply

[Apply at JeffreyM Consulting](https://apply.workable.com/jeffreym-consulting/j/24A2EF2598/apply)

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