[Remote] Enterprise Account Executive – APL

Note: The job is a remote job and is open to candidates in USA. InvestCloud, Inc. is a global leader in wealth technology, aiming to enable a smarter financial future. They are seeking an Enterprise Account Executive – APL responsible for driving new business acquisition and expanding revenue within strategic accounts, focusing on selling APL solutions to large financial institutions and wealth firms.ResponsibilitiesDevelop and execute account strategies and sales plans to achieve revenue goals and individual quotaDrive new APL business acquisition through direct sales efforts, including cross-sell and up-sell opportunitiesBuild and manage pipeline across named accounts through lead generation, prospect nurturing, prioritization, and reportingTarget potential pursuits and determine the most effective sales strategies and approaches for complex enterprise opportunitiesEducate clients on the value of InvestCloud’s APL capabilities, managed account expertise, and broader platform value propositionLeverage industry and financial services knowledge to create demand and present compelling purchase rationalesPartner with internal pursuit teams to shape, position, and close large, multi-stakeholder dealsEstablish and grow executive-level relationships with prospective and existing clientsShare industry, deal, and sales best practices across the sales organizationMentor and coach other account executives and associates, as neededManage demand generation efforts and quickly qualify high-value opportunitiesSkills10–15 years of solution-selling experience within financial technologyExperience selling approximately $2M+ ACV deals in complex enterprise environmentsConsistent track record of meeting and/or exceeding annual sales quotaDemonstrated annual close rate of approximately 33%Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and BanksProven ability to establish and grow executive- and C-level relationshipsExperience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&CStrong value-based selling skills, including both point-solution and platform-selling expertiseExperience selling enterprise wealth technology platforms tied to portfolio accounting, trading, billing, managed accounts, or related operational workflowsAbility to navigate long sales cycles, matrixed buying groups, and large institutional decision processesDemonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creationDemonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeedPrior experience selling wealth or asset management technology to tier 1 firmsPrior experience selling managed account, portfolio management, portfolio accounting, trading, billing, UMA, or SMA-related technologyBachelor's degree from a four-year college or university, or an equivalent combination of education and experienceExcellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organizationHigh-energy, creative, team-oriented approach with a passion for building businesses and brandsAbility to thrive in a fast-paced environment and adapt quickly while solving problems effectivelyBenefitsMedical/Rx, dental, vision, disability, and life/AD&D insurance plansFlexible Savings Account (FSA)Health Savings Account (HSA)Employee Assistance Plan (EAP)Health advocacyVoluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)401(k) retirement savings plan with company matchPaid time offCompany OverviewInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. It was founded in 2010, and is headquartered in West Hollywood, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.investcloud.com.