Enterprise Account Executive - Wealth Management
About The Position
april is hiring an Enterprise Account Executive focused on winning new business with large wealth management institutions, including wirehouses, private banks, mega RIAs, and wealth platforms. Reporting to april’s VP of Sales, the role owns complex enterprise deals from the first executive conversation through signed contract and onboarding. It is a hunter role focused on net-new logos; Marketing and Sales Development provide support, while the Account Executive owns the full sales cycle, brings an existing industry network, and helps shape april’s go-to-market approach with enterprise financial institutions. Team members residing in the New York City metropolitan area must maintain a minimum on-site presence of three days per week. april describes itself as an embedded, year-round tax platform that provides white-labeled tools for filing, planning, and onboarding. Its AI-powered tax engine and API-first infrastructure help partners provide tax intelligence and connected tax planning and filing experiences to their users.
Requirements
- At least 8 years of full-cycle B2B SaaS sales experience.
- A record of carrying and exceeding a $4M+ quota and closing large, multiyear contracts.
- Direct experience selling into wirehouses, private banks, RIAs, or IBDs, with deep familiarity with how they buy and evaluate technology.
- Executive presence and the ability to communicate complex ideas effectively to C-suite audiences.
- Current relationships across the wealth management ecosystem that can be activated from day one.
- Strong business acumen, including the ability to identify client pain points and build tailored, ROI-driven cases for change.
- Experience managing long, complex sales cycles with multiple stakeholders and extended legal, security, compliance, and vendor-risk reviews.
- Self-direction and the ability to own a large territory with significant autonomy, generate warm introductions, and creatively open new doors.
Nice To Haves
- Prior experience as one of the first or only Account Executives covering a vertical or region.
- Experience working as a financial advisor or CFP.
Responsibilities
- Hunt and win new enterprise logos, own and exceed a large new-business quota, and open doors through targeted account-based outreach and an existing network.
- Build trusted executive relationships with C-suite leaders and heads of wealth, product, technology, and operations, and partner with april’s leadership on strategic opportunities.
- Lead consultative sales cycles from discovery through technical evaluation, security and compliance review, procurement, legal, close, and onboarding, navigating buying committees across business lines and regions.
- Understand each institution’s clients, competitors, and priorities, and develop value propositions grounded in measurable ROI.
- Build multiyear account plans aligned with each institution’s priorities and april’s broader go-to-market strategy.
- Partner with Solutions Engineering, Product, Marketing, and Client Success to tailor the pitch to each firm’s technology stack and deliver a coordinated experience.
- Maintain accurate CRM records, pipeline, and forecasts, and represent april at key industry events.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
