Enterprise Account Executive

The Enterprise Account Executive is responsible for driving new business acquisition among prospective clients and expanding revenue within assigned accounts across InvestCloud's enterprise solutions, including Digital Wealth, APL, and Altic. The primary focus is identifying, developing, and winning strategic new-logo opportunities, with cross-sell and up-sell activity supporting broader strategic client growth.

This role partners closely with Marketing, Sales Engineering / Pre-Sales, Product, and Account Management, making strong cross-functional collaboration and orchestration essential to success.

This is a high-impact, quota-carrying role for a sales professional who can self-source pipeline, create momentum with prospective clients, navigate complex enterprise buying groups, develop executive relationships, and convert strategic opportunities into revenue.

The ideal candidate is a consultative, results-driven seller with strong hunting instincts and the ability to thrive in a fast-moving, evolving sales environment.

What does a great Enterprise Account Executive do?

A great Enterprise Account Executive demonstrates a strong strategic, consultative selling approach and a command of InvestCloud's full value proposition across Digital Wealth, APL, and Altic.

They promote and sell InvestCloud solutions to prospective clients, expanding the company's presence across wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and other financial institutions. They also identify targeted expansion opportunities within existing accounts.

They build trusted relationships with executive and C-suite stakeholders, uncover strategic needs, and create compelling business cases that accelerate deal progression and close complex opportunities.

They are effective at selling broader platform capabilities and point solutions supporting client engagement, advisor experience, onboarding, portfolio and operational workflows, reporting, and other enterprise wealth technology needs.

How you will provide meaningful contributions

Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota

Drive net-new business acquisition through direct sales activity, including outbound prospecting, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set

Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management

Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach for each opportunity

Educate prospects on the value of InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic

Leverage financial services and industry knowledge to create demand, shape compelling purchase rationales, and establish business value

Partner with internal pursuit teams, Sales Engineering / Pre-Sales, Product, Marketing, and Account Management to shape, position, and close deals

Establish and grow executive-level relationships with prospective clients, while maintaining strategic relationships with existing clients

Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts, and develop winning close plans with effective negotiation strategies

Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects

Share industry, deal, and sales best practices across the sales organization

Basic Qualifications for Consideration

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, broker-dealers, and other large financial services organizations

Demonstrated success selling six- and seven-figure enterprise and strategic deals

Consistent track record of meeting and/or exceeding annual sales quota

Strong pipeline generation skills, including experience building self-sourced pipeline and developing new prospective-client opportunities

Deep understanding of the financial services industry and wealth technology landscape

Proven ability to establish and grow executive- and C-level relationships

Experience selling against wealth management competitors and internal alternatives

Strong value-based selling skills, including both point-solution and platform-selling expertise

Ability to navigate long sales cycles, matrixed buying groups, and complex institutional decision processes

Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, 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

Preferred Skills / Experience

Prior experience selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed account, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions

Experience selling into wealth managers, private banks, asset managers, regional banks, RIAs, broker-dealers, and tier 1 financial institutions

Strong CRM discipline and experience managing pipeline in a structured, metrics-driven sales process

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, adapt quickly, and solve problems effectively

Role Profile Highlights

Selling across InvestCloud's enterprise solution set, including Digital Wealth, APL, and Altic

Primary focus on net-new business development and strategic new-logo acquisition, with expansion within existing accounts as a secondary responsibility

Mix of mid-market, enterprise, and strategic opportunities

Combination of outbound prospecting, self-sourced pipeline generation, named-account selling, and complex enterprise deal orchestration

Best fit for candidates with strong financial technology, wealth platform, SaaS, strategic, consultative, and enterprise solution sales backgrounds. Understanding of public and private market investing.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.

As a leader in delivering personalization and scale across advisory programs, including unified