Enterprise Account Executive – Digital Wealth

The Enterprise Account Executive – Digital Wealth is responsible for driving new business acquisition and expanding revenue within assigned accounts for InvestCloud’s Digital Wealth solutions, including cross-sell and up-sell opportunities. This role partners closely with Marketing, Sales Engineering, 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 build pipeline, create momentum in new and existing accounts, develop executive relationships, and convert 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 – Digital Wealth is a strong product seller with a growing command of InvestCloud’s broader enterprise value proposition. They promote and sell Digital Wealth solutions to prospective and existing clients while expanding InvestCloud’s presence across wealth managers, private banks, regional banks, asset managers, and other financial institutions.

They build trusted relationships with executive stakeholders, uncover strategic needs, and create compelling business cases that drive demand and accelerate deal closure. They are especially effective at selling front-office and client experience solutions tied to digital engagement, onboarding, portfolio experience, and reporting.

How you will provide meaningful contributions

• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota
• Drive new Digital Wealth business acquisition through direct sales activity, including cross-sell and up-sell opportunities
• Build and manage pipeline through lead generation, prospect nurturing, prioritization, and disciplined reporting
• Target potential leads and pursuits, and select the most effective sales strategies and approaches
• Create forecasts and maintain a predictable funnel of qualified opportunities
• Educate clients on the value of InvestCloud’s Digital Wealth capabilities, including digital engagement, onboarding, portfolio management experience, and reporting
• Leverage financial services and industry knowledge to create demand and present compelling purchase rationales
• Partner with internal pursuit teams, Sales Engineering, Product, and Account Management to shape, position, and close 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 opportunities

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, or broker-dealers
• Demonstrated success selling six- and seven-figure deals, including enterprise and strategic opportunities
• Consistent track record of meeting and/or exceeding annual sales quota
• Strong pipeline generation skills, including experience building self-sourced pipeline and developing new opportunities
• Deep understanding of advisor workflows, client experience platforms, onboarding, reporting, and digital wealth technology trends
• Proven ability to establish and grow executive- and C-level relationships
• Experience selling against wealth management competitors, including Envestnet, Orion, SEI, Temenos, SS&C, and internal alternatives
• Strong value-based selling skills, including both point-solution and platform-selling expertise
• 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

Preferred Skills / Experience

• Prior experience selling digital wealth, advisor technology, client experience, onboarding, or reporting solutions into wealth management firms
• Experience selling into wealth managers, private banks, asset managers, and regional banks
• 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 Digital Wealth solutions
• Focus on front-office and client/advisor experience capabilities
• Greater emphasis on pipeline creation and outbound prospecting
• Mix of mid-market, enterprise, and strategic opportunities
• Best fit for candidates with digital wealth, SaaS, client experience, or front-office platform sales backgrounds

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 managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.

In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary Range: $170,000 – $187,000

Benefits include 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, and paid time off.

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