Enterprise Account Executive - Wealth Management

The role

You will win new business with large wealth management institutions. You will own complex enterprise deals from the first executive conversation through signed contract and onboarding.

What you will do

• Hunt and win new enterprise logos
• Own and exceed a large new business quota
• Engage at the executive level with C suite leaders
• Lead consultative sales cycles from discovery through onboarding
• Sell on business outcomes and build value propositions
• Set multiyear account plans
• Partner with Solutions Engineering, Product, Marketing, and Client Success
• Maintain accurate CRM, pipeline, and forecasts
• Represent april at key industry events

Required qualifications

• 8+ years of full cycle B2B SaaS sales
• Carrying and exceeding a $4M+ quota
• Closing large, multiyear contracts
• Direct experience selling into wirehouses, private banks, RIAs, or IBDs
• Deep familiarity with how they buy and evaluate technology
• Exceptional executive presence
• An active network of current relationships across the wealth management ecosystem
• Strong business acumen
• Mastery of long, complex cycles
• Self direction and drive

Nice to have

• Prior experience as one of the first or only AEs covering a vertical or region
• Experience working as a financial advisor or CFP

Before you apply

• Verify identity and eligibility to work in the United States

About the company

april is an embedded, year-round tax platform built to power smarter financial decisions. It uses an AI-powered tax engine and API-first infrastructure to bring real-time tax intelligence into partner platforms.