Enterprise Account Executive - Wealth Management
About the role
We're hiring an Enterprise Account Executive - Wealth Management to win new business with the largest institutions in wealth management: wirehouses, private banks, mega RIAs, and wealth platforms. Reporting to april's VP of Sales, you'll own complex enterprise deals from the first executive conversation through signed contract and onboarding.
This is a hunter role focused on net new logos. Marketing and Sales Development will support you, but you own the full cycle, bring the network, and help shape how april goes to market with enterprise financial institutions. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.
Key responsibilities
- Hunt and win new enterprise logos. Own and exceed a large new business quota, opening doors through targeted, account based outreach and your existing network
- Engage at the executive level. Build trusted 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. Run deals from discovery through technical evaluation, security and compliance review, procurement, legal, close, and onboarding, navigating buying committees across business lines and regions
- Sell on business outcomes. Understand each institution's clients, competitors, and priorities, and build value propositions grounded in measurable ROI
- Set account strategy. Build multiyear account plans aligned to each institution's priorities and april's broader GTM strategy
- Lead cross functionally. Partner with Solutions Engineering, Product, Marketing, and Client Success to tailor the pitch to each firm's tech stack and deliver a one team experience
- Keep a disciplined pipeline. Maintain accurate CRM, pipeline, and forecasts, and represent april at key industry events
Experience
- A proven enterprise track record. 8+ years of full c...