Addition Wealth
Helping employees make smart financial decisions.
Enterprise Account Executive
Location
New York
Posted
3 days ago
Salary
$200K - $300K / year
Seniority
Lead
Bachelor Degree10 yrs expEnglish
Job Description
• Drive new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers.
• Build and manage a strong pipeline by identifying high-potential prospects, qualifying opportunities, and advancing deals through complex enterprise sales cycles.
• Represent Addition Wealth in the market through a strong presence at conferences, industry events, and meetings with senior stakeholders to generate opportunities and deepen relationships.
• Develop trusted relationships with key decision-makers and navigate multi-stakeholder buying processes to drive long-term partnership value.
• Partner closely with leadership to refine messaging, identify market opportunities, and support go-to-market efforts across priority segments.
• Maintain market intelligence by tracking buyer needs, competitor activity, and industry trends to help shape outreach and sales strategy.
• Collaborate cross-functionally with marketing, product, and customer success to ensure a strong prospect experience and alignment throughout the sales process.
Job Requirements
- 10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem
- Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth
- Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures
- Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously
- Willingness to travel up to 50% for conferences, industry events, and client meetings
- Experience building relationships with C-level executives and senior stakeholders across large organizations
- Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers
- Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates.
Benefits
- Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
- 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
- Work from anywhere: We're remote first with a home base in NY.
- Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
- Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
- Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
- Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
- Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.
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