Note: The job is a remote job and is open to candidates in USA. InvestCloud, a global leader in wealth technology, is seeking an Enterprise Account Executive – APL to drive new business acquisition and expand revenue within assigned strategic accounts. This role requires a strong enterprise sales leader with deep experience in selling complex wealth technology platforms and the ability to build trusted relationships with executive stakeholders.
Responsibilities
- Develop and execute account strategies and sales plans to achieve revenue goals and individual quota
- Drive new APL business acquisition through direct sales efforts, including cross-sell and up-sell opportunities
- Build and manage pipeline across named accounts through lead generation, prospect nurturing, prioritization, and reporting
- Target potential pursuits and determine the most effective sales strategies and approaches for complex enterprise opportunities
- Educate clients on the value of InvestCloud’s APL capabilities, managed account expertise, and broader platform value proposition
- Leverage industry and financial services knowledge to create demand and present compelling purchase rationales
- Partner with internal pursuit teams to shape, position, and close large, multi-stakeholder 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 high-value opportunities
Skills
- 10–15 years of solution-selling experience within financial technology
- Experience selling approximately $2M+ ACV deals in complex enterprise environments
- Consistent track record of meeting and/or exceeding annual sales quota
- Demonstrated annual close rate of approximately 33%
- 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
- Experience selling enterprise wealth technology platforms tied to portfolio accounting, trading, billing, managed accounts, or related operational workflows
- Ability to navigate long sales cycles, matrixed buying groups, and large institutional decision processes
- 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
- Prior experience selling wealth or asset management technology to tier 1 firms
- Prior experience selling managed account, portfolio management, portfolio accounting, trading, billing, UMA, or SMA-related technology
- Bachelor's degree from a four-year college or university, or an equivalent combination of education and experience
- Excellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organization
- High-energy, creative, team-oriented approach with a passion for building businesses and brands
- Ability to thrive in a fast-paced environment and adapt quickly while solving problems effectively
Benefits
- Medical/Rx, dental, vision, disability, and 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
Company Overview