Sales Executive
We are hiring a sales professional to drive enterprise SaaS revenue across the wealth management ecosystem, working with family offices, RIAs, wealth managers, and multi‑entity financial platforms.
This is an individual‑contributor role suited to someone who has sold complex, relationship‑driven SaaS or data solutions into sophisticated financial buyers with longer sales cycles.
What you'll do
- Lead end‑to‑end enterprise sales efforts within wealth and investment organizations
- Develop senior‑level relationships across investment, operations, and leadership teams
- Manage consultative, multi‑stakeholder sales cycles from discovery through close
- Build pipeline through a mix of outbound, referrals, and existing industry relationships
What we're looking for
- 6-12+ years selling SaaS, fintech, or data platforms into family offices, RIAs, wealth managers, or private investment firms
- Strong track record of closing complex, high‑value deals
- Experience navigating longer decision cycles and nuanced buying groups
- Consultative sales approach with an emphasis on relationship building
- Familiarity with financial data, workflows, or investment‑related technology preferred
Why consider this
- High‑impact role with autonomy and ownership over a defined market segment
- Enterprise‑grade product solving real problems for wealth organizations
- Competitive compensation with meaningful upside
- Flexible working environment
If you've successfully sold SaaS into the wealth space and want more autonomy, this is worth a conversation.
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