Mid-Market Account Executive

Job Description

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It’s not just the tech (though it’s best-in-class). It’s the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that’s not only moving fast—but making it count.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters. 

At Advisor360°, we’re not just building a product—we’re revolutionizing the way wealth management firms onboard clients. And we need you to help make it happen.

We’re looking for a Mid-Market Account Executive who can take our innovative onboarding platform to market and close new business with RIAs, broker-dealers, and enterprise wealth firms. You’ll be selling a cutting-edge SaaS solution, backed by a proven leadership team and a product already making waves with top-tier firms.

Here’s What You’ll Do:

• Manage the full sales cycle from prospecting through close across mid-market wealth management firms.
• Conduct discovery, tailored demos, and consultative sales conversations that highlight ROI and platform differentiation.
• Build strong relationships with heads of operations, technology leaders, and compliance executives within target firms.
• Partner with marketing and sales enablement to fine-tune messaging, outbound campaigns, and sales materials.
• Forecast accurately and consistently exceed monthly and quarterly revenue targets.
• Serve as the voice of the customer—collaborate with product to inform roadmap priorities based on prospect feedback.

What You Bring to the Table: 

• You’ve sold something that didn’t sell itself—whether that was a brand-new product, a disruptive technology, or a challenger brand.
• You’re a builder, not just a seller. You thrive in ambiguity, take ownership, and love figuring things out on the fly.
• You know how to tell a compelling story and can break down complex ideas into simple, valuable insights for prospects.
• You’re a competitor. Whether it’s quota, rankings, or winning deals against big-name competitors—you play to win.
• You have 4+ years of experience in B2B SaaS, fintech, or wealth management sales—startup experience is a big plus.

If you’re ready to bet on yourself, build something new, and sell like a founder, let’s talk.

Why You’ll Love Working With Us: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $140,000 + Commission

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

 Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.