Enterprise Account Executive – Digital Wealth

InvestCloud, Inc.

Enterprise Account Executive driving new business acquisition and revenue growth in Digital Wealth solutions for InvestCloud. Collaborating cross-functionally with teams to convert opportunities into revenue.

Posted 6/27/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $170,000 - $187,000 per yearWebsite

About the role

Key responsibilities & impact

Develop and execute account strategies and sales plans to achieve revenue goals and individual quota
Drive new Digital Wealth business acquisition through direct sales activity, including cross-sell and up-sell opportunities
Build and manage pipeline through lead generation, prospect nurturing, prioritization, and disciplined reporting
Target potential leads and pursuits, and select the most effective sales strategies and approaches
Create forecasts and maintain a predictable funnel of qualified opportunities
Educate clients on the value of InvestCloud’s Digital Wealth capabilities, including digital engagement, onboarding, portfolio management experience, and reporting
Leverage financial services and industry knowledge to create demand and present compelling purchase rationales
Partner with internal pursuit teams, Sales Engineering, Product, and Account Management to shape, position, and close deals
Establish and grow executive-level relationships with prospective and existing clients
Share industry, deal, and sales best practices across the sales organization
Mentor and coach other account executives and associates, as needed
Manage demand generation efforts and quickly qualify opportunities

Requirements

What you’ll need

8–15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments
Experience selling complex solutions into financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, or broker-dealers
Demonstrated success selling six- and seven-figure deals, including enterprise and strategic opportunities
Consistent track record of meeting and/or exceeding annual sales quota
Strong pipeline generation skills, including experience building self-sourced pipeline and developing new opportunities
Deep understanding of advisor workflows, client experience platforms, onboarding, reporting, and digital wealth technology trends
Proven ability to establish and grow executive- and C-level relationships
Experience selling against wealth management competitors, including Envestnet, Orion, SEI, Temenos, SS&C, and internal alternatives
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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

solution-sellingpipeline generationvalue-based sellingsales planningpresentationnegotiationconsultative sellingrelationship buildingclosingfinancial business acumen

Soft Skills

competitivenessaccountabilityadaptabilityteamworkmotivationresults orientationdrive to succeedpersuasionexecutive credibilityappointment setting