Mid-Market Account Executive - Needham Heights - Advisor360 LLC

    Advisor360 LLC
    Advisor360 LLC Needham Heights

    5 days ago

    Description

    At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client engagement.
    What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We're a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create-internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what's possible in wealth management.
    As we grow, we're looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.
    Join us, and be part of a company that's not only moving fast-but making it count.
    As a Mid-Market Account Executive, you will sell Advisor360°'s core platform and solutions to mid-sized wealth management firms. You'll manage a balanced pipeline of opportunities, work with director- and VP-level buyers, and close deals that help firms modernize their technology and scale their operations.
    This is a full-cycle, quota-carrying role for a strong closer who is comfortable managing multiple deals simultaneously, executing proven sales motions, and building trusted relationships across the wealth management ecosystem.
    Here's What You'll Do:

    • Own the full sales cycle for mid-market accounts-from discovery and qualification through proposal, negotiation, and close
    • Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms
    • Educate prospects on how Advisor360°'s platform improves advisor productivity, operational efficiency, compliance, and client experience
    • Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases
    • Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements
    • Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting
    • Collaborate with Marketing on inbound and outbound opportunities
    • Consistently achieve or exceed quarterly and annual revenue targets
    • Maintain accurate activity and opportunity data in CRM and sales engagement tools
    What You Bring to the Table:
    • 4-8 years of B2B sales experience, including 2+ years in a closing role
    • Experience selling SaaS or FinTech solutions to mid-market customers
    • Familiarity with the wealth management industry, including RIAs, broker-dealers, or financial services firms
    • Proven ability to manage multiple deals with moderate complexity and defined sales cycles
    • Strong discovery, qualification, and objection-handling skills
    • Ability to communicate value clearly to director- and VP-level stakeholders
    • Highly organized with strong time-management and pipeline management skills
    • Comfortable working within established sales processes and playbooks
    • Experience with Salesforce or similar CRM tools
    Why You'll Love Working Here:
    It's not just about work-it's about building a career and enjoying the ride Here's what you can expect:
    We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
    Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
    The estimated base salary range for this position is $115-145,000 + commission & equity.
    Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.
    Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.
    While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

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