Enterprise Account Executive

The Enterprise Account Executive is responsible for driving new APL business acquisition and expanding revenue within assigned accounts through direct sales efforts, including cross-sell and up-sell opportunities. This role partners closely with Marketing, 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 build pipeline, develop executive relationships, and convert opportunities into revenue. The ideal candidate is results-driven, highly consultative, and focused on building long-term relationships that support sustained sales performance and business growth.

What does a great Enterprise Account Executive do?

A great Enterprise Account Executive is a strong product sales expert with a growing command of the broader enterprise value proposition. They promote and sell APL solutions to both prospective and existing clients, while expanding InvestCloud’s market presence within targeted industry segments.

They build and cultivate trusted relationships with executive and C-suite stakeholders, identify strategic opportunities, and create compelling business cases that drive demand and accelerate deal closure.

How you will provide meaningful contributions

• Target potential leads and pursuits, and select the most effective sales strategies and approaches.
• Drive new business acquisition through direct sales activity, including cross-sell and up-sell programs.
• Build and manage pipeline through lead generation, prospect nurturing, prioritization, and reporting.
• Educate clients on the value of InvestCloud’s technology capabilities and industry expertise.
• Leverage financial services and industry knowledge to create demand and present compelling purchase rationales.
• Partner with internal pursuit teams to help 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.
• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota.

Basic Qualifications for Consideration

• 10–15 years of solution-selling experience within financial technology.
• Experience selling deals of approximately $2M+ ACV.
• Consistent track record of meeting and/or exceeding annual sales quota.
• Demonstrated annual close rate of approximately 33%.
• Deep understanding of a Financial Advisor’s day-to-day business activities and pain points.
• Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks.
• Proven ability to establish and grow executive- and C-level relationships.
• Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C.
• 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 wealth or asset management technology to tier 1 firms.
• 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 and adapt quickly while solving problems effectively.

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: $175,000 – $190,000

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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