Senior Account Executive - Wealth Management

Salary: $145,000 - $165,000 (base salary)About The Role:april is looking for a Senior Account Executive - Wealth Management to join our sales team. Reporting to april's President and Chief Operating Officer, you will have a unique opportunity to play a pivotal role in our business growth. You will be responsible for closing large deals and building win-win relationships with large fintech, banking, and wealth management clients. You will have the support of our team through Marketing and Demand-Generation efforts; however, this is a full-cycle position and you will discover, qualify, build relationships, negotiate, and help onboard new clients..Key responsibilities: Hunting new business: Source new sales opportunities through highly targeted and strategic outbound calls and emails by partnering with our Marketing and Sales Development Teams.Closing new business: Develop and manage your own book of business and be compensated for your success in driving the organization's growth. This is a hunter role that targets net new logos. Product Expertise: Become an april product expert and assist buyers through the purchasing process by qualifying, negotiating, and closing sales opportunities. Strategy Development: Leveraging account-based Sales, determine the most effective methods to open new prospects leveraging previous successes and earned relationships.Build Relationships: Meet with partners to build strong relationships, drive commitment, and understand their motivators. Diligence: Update CRM system to document all activities on opportunities and follow-ups.Experience:Minimum 5+ years of full-cycle, solution-selling B2B Saas 5+ years into wealth management firms, including RIAs, IBDs, andor wirehouses. Strong business acumen with the ability to understand client business contexts, markets, customers, competitors, and pitch solutions catered to client-specific needs and prioritiesA solid understanding of how to help partners identify their pain points and develop unique value propositions that focus on delivering ROI to the clientExperience in negotiating and closing SaaS deals with $100K-$500K figure annual contract sizesExceptional executive presence, including an ability to engage C-Suite audiencesExperience using and advancing CRM systems to meet our needsExperience partnering cross-functionally with product, marketing, customer success, etc. to drive growth and build tailored communications and solutions for clientsA drive to innovate and think creatively.About Aprilapril is redefining the tax software industry with our cutting-edge technology and innovative approach. Backed by top-tier investors such as Treasury, QED, Nyca Partners, Team8, Euclidean Capital, and Atento Capital, we partner with financial service companies, fintechs, and payroll providers to seamlessly integrate mobile-friendly tax solutions into their platforms.Our mission is to transform tax management from a once-a-year chore into a proactive, year-round process. Through our advanced AI technology, we're breaking down the barriers of the tax industry to offer intelligent, white-labeled solutions wherever financial decisions are made.

Created: 2025-02-17