Sr. Account Executive - Enterprise

Who We Are

The company is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use the company to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. The company supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

The company’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40.

As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions.

You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology.

You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth.

What You’ll Do

• Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.

• Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.

• Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and the company’s broader GTM strategy.

• Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.

• Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with the company’s leadership team when appropriate to advance strategic opportunities.

• Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.

• Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

Who You Are

• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.

• Client-focused and outcomes-driven-  You have a track record of building long-term relationships and delivering meaningful results for clients.

• Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.

• Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.

• Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.

• Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate.

• Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other

• Experience and passion for driving successful client experiences

• Outcome driven mindset

• Strong communication skills

• Consultative selling approach

• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy

• Reputation for being a trusted colleague and thought partner to colleagues and clients

• Strong intellectual horsepower

• Strong technical proficiency

• Desire to both teach and learn

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, the company is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: the company is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from the company without a formal interview process. Additionally, the company will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [link for members] .