Enterprise Account Executive – Wealth (US)

The role

This person will drive revenue growth and define the enterprise sales motion within the U.S. wealth management industry. They will manage the full sales cycle from prospecting to closing deals.

What you will do

• Prospect and develop new enterprise accounts across the U.S. wealth management industry
• Reach out to prospects via email, phone, and LinkedIn
• Experiment with messaging, targeting, and channels to generate new opportunities
• Attend wealth management industry conferences and events to build relationships and source pipeline
• Own pipeline generation strategy and continuously refine outbound approaches
• Manage the full sales cycle from initial outreach through close
• Handle inbound and referred leads and convert them into qualified opportunities
• Conduct discovery to understand customer needs and business challenges
• Deliver tailored demos and presentations for different stakeholders
• Navigate complex buying processes and multi-stakeholder deals

Required qualifications

• Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role
• Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
• Experience with enterprise deals (100K–1M+ ARR)
• Track record of high achievement in quota-carrying roles
• Strong consultative selling skills and ability to engage senior stakeholders
• Excellent communication and storytelling abilities with high customer empathy
• Experience building pipeline through outbound prospecting
• Builder mindset with a desire to shape processes and strategy
• Highly motivated, resilient, and comfortable operating in a fast-paced environment
• Passion for understanding customer problems and helping solve them

Nice to have

• Existing network within the U.S. wealth management industry
• Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing
• Experience selling complex or technical products, including AI, workflow automation, or document intelligence
• Experience attending or sourcing pipeline through wealth management industry conferences
• Background at a high-growth B2B SaaS, FinTech, or WealthTech company

Benefits

• Competitive compensation and equity
• HRA health plan
• Unlimited PTO
• Retirement: 401(k) plan
• Company offsites to connect and recharge

About the company

Feathery is the AI operating system for financial institutions. It provides financial agentic automation for clients like Tokio Marine, Sequoia Financial, and Cerity Partners.