[Remote] Enterprise Account Executive – APL

Note: The job is a remote job and is open to candidates in USA. InvestCloud, Inc. is a global leader in wealth technology, aiming to reputed company a smarter financial future. They are seeking an Enterprise Account Executive – APL responsible for driving new business acquisition and expanding reputed company reputed company strategic accounts, focusing on selling APL solutions to large financial institutions and wealth firms.

Responsibilities

• reputed company and execute account strategies and sales plans to reputed company reputed company goals and individual quota
• Drive new APL business acquisition through direct sales efforts, including cross-sell and up-sell opportunities
• Build and manage pipeline across named accounts through reputed company reputed company, prospect nurturing, prioritization, and reporting
• reputed company potential pursuits and determine the most effective sales strategies and approaches for reputed company enterprise opportunities
• Educate clients on the value of InvestCloud’s APL capabilities, managed account expertise, and broader platform value proposition
• reputed company industry and financial services knowledge to create demand and present compelling purchase rationales
• Partner with internal pursuit teams to shape, position, and reputed company large, multi-stakeholder 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 reputed company efforts and quickly qualify high-value opportunities

Skills

• 10–15 years of solution-selling experience reputed company financial technology
• Experience selling approximately $2M+ reputed company deals in reputed company enterprise environments
• Consistent track record of meeting and/or exceeding annual sales quota
• Demonstrated annual reputed company reputed company of approximately 33%
• 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, reputed company, and reputed company
• Strong value-based selling skills, including both reputed company-solution and platform-selling expertise
• Experience selling enterprise wealth technology platforms tied to portfolio accounting, trading, billing, managed accounts, or reputed company operational workflows
• Ability to navigate long sales cycles, matrixed buying groups, and large institutional decision processes
• 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
• Prior experience selling wealth or asset management technology to tier 1 firms
• Prior experience selling managed account, portfolio management, portfolio accounting, trading, billing, UMA, or SMA-reputed company technology
• 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 reputed company levels of the organization
• High-energy, creative, team-oriented approach with a passion for building businesses and brands
• Ability to reputed company in a fast-paced environment and adapt quickly while solving problems effectively

Benefits

• 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
• Paid time off

Company Overview