Job Description
Job Description
United States · Remote · Full-time
Compensation: $100,000–$125,000 + competitive equity
About the Company
A Series A wealthtech company building decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. Strong product-market fit and a clear growth path in a $100B+ market of independent RIAs and wealth management firms across the U.S.
Founded 2017 · 11–50 people · Industry: FinTech
The Role
A full-cycle, closing-focused individual contributor converting qualified opportunities into closed-won revenue with mid-market RIA and wealth management firms in the $25K–$100K ACV range, on sales cycles of roughly 60–90 days. Leads come from marketing, a Target Account Development Representative, and the Head of Sales, and you own the deal end to end: discovery, demo coordination with the Solutions Consultant, proposal building, negotiation, and close. This is a higher-volume, shorter-cycle, fewer-stakeholder role distinct from enterprise closing.
What you'll be doing
- Own the full sales cycle from qualified opportunity to signed contract for mid-market advisory firms ($25K–$100K ACV)
- Maintain a clean, accurate HubSpot pipeline with disciplined stage progression, current notes, clear next steps, and realistic close dates, updated weekly
- Proactively build and tailor pricing proposals based on firm size, product fit, and competitive positioning
- Build trust-based relationships with decision-makers through consultative, discovery-led engagement
- Coordinate with the Solutions Consultant on demos and execute clean handoffs to the Customer Success Manager at close
Nice-to-have
- Direct experience selling to RIAs, broker-dealers, or wealth management platforms in the mid-market segment
- Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs
- Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms
- MEDDPICC, Challenger, Sandler, or comparable sales methodology training
Tech stack: HubSpot CRM (or comparable)
Requirements
- Full-cycle Mid-Market close experience ($25K to $100K ACV)
- Wealth management / RIA domain fluency
- HubSpot pipeline discipline and reliable forecasting
- Consultative discovery
- Remote US, strong written and async communication
Green Flags
- Consistent, predictable quota delivery on a monthly and quarterly basis rather than occasional large wins
- Speaks the language of wealth management (AUM, custodians, fiduciary, compliance, ADV, RIA structures) credibly and naturally, not from a memorized glossary
- Maintains immaculate CRM hygiene without being asked and forecasts reliably
- Reads ambiguous prospect signals accurately, distinguishes not-now from not-ever, and keeps deals moving with incomplete information
- Runs a high volume of concurrent deals with fast turnaround on proposals and follow-ups, never letting deals go idle
Red Flags
- Only sub-$25K SMB or transactional selling experience
- Only enterprise, long-cycle (9-month-plus) closing background
- Needs a polished, pre-built playbook to perform
- No RIA or wealth-advisor domain exposure
- History of sandbagging or unreliable forecasting, with deals that surprise the forecast
Why Join
- Uncapped commission — larger ACVs mean larger commission checks
- Small, low-bureaucracy team where high performers shape the playbook they build, with direct access to the Head of Sales and CEO
- Sell in the company's sweet spot: mid-market firms won in 60–90 days, higher deal volume, faster cycles
- Fully remote, U.S.-based team, with unlimited PTO and health benefits