Strategic Account Executive

ROLE OVERVIEW

As a Strategic Account Executive at the company, you will be the lead architect for our most significant and complex partnerships. You won't just manage a territory; you will own the end-to-end strategy for acquiring and expanding within the world’s largest and most prestigious financial institutions. You will navigate massive, multi-entity organizations to secure foundational partnerships that redefine how they leverage AI. This is a high-impact role requiring a blend of visionary selling, political navigation, and rigorous execution.

KEY RESPONSIBILITIES

• Targeted Strategic Pursuit: Identify and lead the pursuit of "Top 25" global financial institutions, developing bespoke account plans for Tier-1 banks, global asset managers, and national broker-dealers.

• C-Suite Influence: Build and maintain deep, trust-based relationships with CXO-level stakeholders, aligning the company’s AI roadmap with the client’s overarching digital transformation goals.

• Complex Deal Architecture: Lead the negotiation of high-complexity, multi-million dollar contracts involving intricate legal, security, and data privacy requirements.

• Cross-Functional Orchestration: Act as the "internal CEO" for your accounts, coordinating efforts across Product, Engineering, Legal, and Customer Success to ensure we over-deliver on strategic commitments.

• Category Leadership: Serve as a thought leader in the FinServ AI space, helping institutional leaders navigate the transition from legacy workflows to AI-augmented operations.

• Expansion Strategy: Beyond the initial "land," you will develop strategies for "expanding" the company’s footprint across various business units and international geographies within the parent organization.

ABOUT YOU

• Minimum 8+ years of experience in Enterprise/Strategic SaaS sales, specifically managing $500k+ ARR deal cycles with a history of hitting/exceeding multi-million dollar annual quotas.

• Deep domain expertise in the institutional financial landscape, including an intimate understanding of the regulatory hurdles (SEC, FINRA) and internal "red tape" common in global firms.

• Proven ability to navigate 12–18 month sales cycles involving 10+ stakeholders across IT, Compliance, Procurement, and Business Lines.

• You sell outcomes, not features. You can articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike.

• Elite presentation skills; you are as comfortable in a boardroom as you are in a technical deep-dive.

• You thrive in a "Direct + Kind + No Drama" environment and take full ownership of your book of business without needing a manual.

ABOUT the company

The company’s mission is to empower financial advisors and their clients to thrive in the age of AI. The company’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. The company’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

The company leads its category in market share and customer satisfaction, serving industry giants like LPL, Osaic, Raymond James, and Cetera. Backed by Battery, Sorenson, and Citi, the company is led by a world-class team from Google, Snowflake, and JPMorgan.

COMPENSATION

• $300K - 350K OTE

• Significant Equity Stake

• Comprehensive Benefits: Medical, dental, vision, and 401k.