Senior Account Executive

Smartleaf

Senior Account Executive at Smartleaf managing sales processes for a portfolio management SaaS. Focusing on relationship management and insights within the wealth management sector.

Posted 4/17/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Managing all phases of the sales process from prospecting to continued relationship management
Building strategic relationships at the executive level and down to individual advisors
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Understanding wealth advisors’ pain points and demonstrating solution functionality and benefits
Creating sales plans, generating proposals, assisting with advisor training and onboarding
Transitioning new clients to the client services team and supporting asset onboarding and upsell opportunities

Requirements

What you’ll need

10 years+ of B2B sales
Excellent written and verbal communication skills
Proficiency in CRM (HubSpot or other), Google Drive, MS Excel, MS PowerPoint, and MS Word
Current Series 7 or Series 65 certifications (Nice to Haves)
Experience with Seamless Ai, LinkedIn Sales Nav or similar prospecting databases (Nice to Haves)

Benefits

Comp & perks

Health insurance with $0 deductible
Market holidays + 20 days PTO
SIMPLE IRA with 4% company match
Flexibility: Option for remote work

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

B2B salessales planningproposal generationadvisor trainingclient onboardingupselling

Soft Skills

relationship managementcommunication skills

Certifications

Series 7Series 65