Mid-Market Account Executive

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, 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 either remote or hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

As a Mid-Market Account Executive, you will sell Advisor360°’s core platform and solutions to mid-sized wealth management firms. You’ll manage a balanced pipeline of opportunities, work with Director and VP level buyers, and close deals that help firms modernize their technology and scale their operations.

This is a full-cycle, quota-carrying role for a strong closer who is comfortable managing multiple deals simultaneously, executing proven sales motions, and building trusted relationships across the wealth management ecosystem.

Here’s What You’ll Do:   

• Own the full sales cycle for mid-market accounts—from discovery and qualification through proposal, negotiation, and close
• Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms
• Educate prospects on how Advisor360°’s platform improves advisor productivity, operational efficiency, compliance, and client experience
• Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases
• Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements
• Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting
• Collaborate with Marketing on inbound and outbound opportunities
• Consistently achieve or exceed quarterly and annual revenue targets
• Maintain accurate activity and opportunity data in CRM and sales engagement tools

What You Bring to the Table:  

• 4–8 years of B2B sales experience, including 2+ years in a closing role
• Experience with the wealth management industry, including RIAs, broker-dealers.
• Proven ability to manage multiple deals with moderate complexity and defined sales cycles
• Strong discovery, qualification, and objection-handling skills
• Ability to communicate value clearly to Director and VP level stakeholders
• Highly organized with strong time-management and pipeline management skills
• Comfortable working within established sales processes and playbooks
• Experience with Salesforce or similar CRM tools

 Why You’ll Love Working Here: 

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 $115,000 – $145,000 + commission & equity. 

Advisor360° 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.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.