United States · Remote (U.S.-based) · Full-time
Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity
A Series A wealthtech company building risk, compliance, and investment-strategy software for RIAs and wealth-management firms. The platform unifies these workflows in one place so financial advisors can run smarter practices without the manual work. Roughly $3M ARR with a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth-management firms across the U.S.
Founded 2017 · 11–50 people · Industry: FinTech
Own the company's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors — executive relationship selling with multi-stakeholder buying committees and multi-year, phased deal structures.
What you'll be doing
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Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors
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Build executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees
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Structure multi-year, phased, and enterprise-wide deals with strategic, justified pricing
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Self-source pipeline through industry relationships, referrals, and events
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Maintain a forecast-accurate pipeline in HubSpot with reliable commit-to-close conversion
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Partner with the Solutions Consultant on demos and technical proof points; hand off cleanly to Customer Success at close
Tech stack: HubSpot; Outreach, Gong, LinkedIn Sales Navigator
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2+ yrs wealth management/fintech sales
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1+ yr complex, multi-stakeholder deal closing
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90%+ quota attainment (documented)
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Self-sourced pipeline track record
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U.S. timezone availability
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Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
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Has sold compliance or risk software specifically into a regulated financial services buyer, not an adjacent category
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Builds and defends a business case to a CCO, COO, or principal-level buying committee
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Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound
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Track record structuring multi-year or phased enterprise deals
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Pure SMB or transactional velocity selling with no buying-committee or multi-year deal experience
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Has never self-sourced pipeline
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Cannot build or defend a business case to a CCO, COO, or principal buying committee
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Sold compliance software into an unrelated vertical, not wealth management or RIA
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Seeking a low-intensity, low-accountability environment
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Own the largest, most complex deals in an underserved $100B+ market
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Uncapped commission — larger ACVs mean larger checks; $200–250K OTE
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Direct access to sales leadership at a small, low-bureaucracy team where high performers shape the playbook
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Unlimited PTO, health benefits, and a fully remote U.S.-based team
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Location: United States (remote)
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Work policy: Fully remote, U.S.-based
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Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE) + equity
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Visa sponsorship: None available
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Employment type: Full-time
