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, and/or wirehouses. 
• Strong business acumen with the ability to understand client business contexts, markets, customers, competitors, and pitch solutions catered to client-specific needs and priorities
• A solid understanding of how to help partners identify their pain points and develop unique value propositions that focus on delivering ROI to the client
• Experience in negotiating and closing SaaS deals with $100K-$500K figure annual contract sizes
• Exceptional executive presence, including an ability to engage C-Suite audiences
• Experience using and advancing CRM systems to meet our needs
• Experience partnering cross-functionally with product, marketing, customer success, etc. to drive growth and build tailored communications and solutions for clients
• A drive to innovate and think creatively.

About April

april 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.