Enterprise Account Executive – APL

The Enterprise Account Executive – APL is responsible for driving new business acquisition and expanding revenue within assigned strategic accounts for InvestCloud’s APL solutions, including cross-sell and up-sell opportunities. This role partners closely with Marketing, Pre-Sales, Product, and Account Management, making strong cross-functional collaboration and orchestration essential to success.

This is a high-impact, quota-carrying role for a sales professional who can navigate complex enterprise buying groups, build executive relationships, and convert large, strategic opportunities into revenue. The ideal candidate is results-driven, highly consultative, and comfortable leading long-cycle, multi-stakeholder sales processes in the wealth technology space.

What does a great Enterprise Account Executive do?

A great Enterprise Account Executive – APL is a strong enterprise sales leader with deep experience selling complex wealth technology platforms. They promote and sell APL solutions to prospective and existing clients while expanding InvestCloud’s market presence across large financial institutions, broker-dealers, and tier 1 wealth firms.

They build trusted relationships with executive and C-suite stakeholders, identify strategic opportunities, and create compelling business cases that accelerate deal progression and close complex enterprise opportunities. They are comfortable selling infrastructure-like platforms that support portfolio accounting, trading, billing, and related managed account capabilities.

How you will provide meaningful contributions

• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota
• Drive new APL business acquisition through direct sales efforts, including cross-sell and up-sell opportunities
• Build and manage pipeline across named accounts through lead generation, prospect nurturing, prioritization, and reporting
• Target potential pursuits and determine the most effective sales strategies and approaches for complex enterprise opportunities
• Educate clients on the value of InvestCloud’s APL capabilities, managed account expertise, and broader platform value proposition
• Leverage industry and financial services knowledge to create demand and present compelling purchase rationales
• Partner with internal pursuit teams to shape, position, and close large, multi-stakeholder deals
• Establish and grow executive-level relationships with prospective and existing clients
• Share industry, deal, and sales best practices across the sales organization
• Mentor and coach other account executives and associates, as needed
• Manage demand generation efforts and quickly qualify high-value opportunities

Basic Qualifications for Consideration

• 10–15 years of solution-selling experience within financial technology
• Experience selling approximately $2M+ ACV deals in complex enterprise environments
• Consistent track record of meeting and/or exceeding annual sales quota
• Demonstrated annual close rate of approximately 33%
• Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks
• Proven ability to establish and grow executive- and C-level relationships
• Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C
• Strong value-based selling skills, including both point-solution and platform-selling expertise
• Experience selling enterprise wealth technology platforms tied to portfolio accounting, trading, billing, managed accounts, or related operational workflows
• Ability to navigate long sales cycles, matrixed buying groups, and large institutional decision processes
• Demonstrated 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 creation
• Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed

Preferred Skills / Experience

• Prior experience selling wealth or asset management technology to tier 1 firms
• Prior experience selling managed account, portfolio management, portfolio accounting, trading, billing, UMA, or SMA-related technology
• Bachelor’s degree from a four-year college or university, or an equivalent combination of education and experience
• Excellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organization
• High-energy, creative, team-oriented approach with a passion for building businesses and brands
• Ability to thrive in a fast-paced environment and adapt quickly while solving problems effectively

Role Profile Highlights

• Selling APL solutions
• Focus on large institutions, broker-dealers, and tier 1 wealth firms
• Named-account, enterprise sales motion
• Long, complex sales cycles with multi-stakeholder buying groups
• Best fit for candidates with strong enterprise platform / infrastructure-style sales backgrounds

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.

As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.

In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

Salary Range: $175,000 – $190,000

Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

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