Large wealth management firms have a version of the same problem smaller firms have — except the stakes are higher and the problem is harder to see. The best judgment in the organization is concentrated in a few senior people. As the firm grows, that judgment does not scale. What scales instead is process, templates, and compliance — none of which are the same thing as good advice.

WealthStream exists to solve that problem. We help firms turn their best thinking into something the whole advisory team can access — not through training decks or knowledge bases, but through systems that improve how advisors actually think, evaluate tradeoffs, and make recommendations. Apprenticeship at scale, embedded in the work itself.

As a Sales Executive focused on the enterprise channel, you will bring this message to the largest and most complex firms in the industry. You will navigate multi-stakeholder buying processes, build executive relationships, and help firm leadership see that the real risk is not technology — it is what happens to advice quality when you grow without a system for transmitting judgment.

What You'll Do

• Own the full enterprise sales cycle — from initial executive engagement through procurement, legal, and close — targeting large RIAs, broker-dealers, wealth management divisions, and multi-firm networks.

• Build and manage a pipeline of complex, high-value opportunities. Identify and cultivate relationships with the firms where WealthStream's philosophy resonates most: organizations wrestling with advisor consistency, talent development, succession, and quality at scale.

• Lead multi-threaded sales processes across C-suite, practice leadership, compliance, technology, and operations stakeholders. Map the buying committee early and build consensus around a shared understanding of the problem.

• Develop deep fluency in enterprise firm dynamics — how these organizations think about growth, risk, advisor development, and client experience — and translate WealthStream's worldview into the language each stakeholder cares about.

• Partner with solutions engineering, product, and customer success to architect proposals and implementation plans that address the firm's specific challenges, not a generic pitch.

• Negotiate complex contracts including enterprise pricing, multi-year commitments, and pilot-to-production pathways. Structure deals that create long-term alignment, not just short-term revenue.

• Feed market intelligence back to the organization — what enterprise buyers care about, how they evaluate, where competitors fall short, and what WealthStream needs to build to win bigger deals.

• Represent WealthStream at industry events, executive roundtables, and advisory boards. Build the kind of reputation where firm leaders seek you out because you understand their world.

What We're Looking For

• 7+ years of enterprise B2B sales experience in wealth management, fintech, or financial services, with a demonstrated track record of closing six- and seven-figure deals with complex organizations.

• Deep understanding of how large advisory firms operate — their org structures, decision-making processes, growth challenges, and what actually drives enterprise purchasing decisions.

• Multi-stakeholder selling expertise. You know how to build champions, navigate procurement, manage legal reviews, and maintain momentum across long sales cycles without losing the thread.

• Consultative and strategic. You sell by helping executives see their problem more clearly, not by walking through feature lists. You understand that at the enterprise level, the first sale is the diagnosis.

• Comfort operating in a category-creation environment. You are not selling into a well-defined software category with established budgets. You are helping firms allocate resources against a problem they may not have had language for before.

• Strong executive communication skills. You can write a compelling three-paragraph email to a CEO, hold your own in a boardroom, and simplify complex ideas without dumbing them down.

Nice to Have

• Existing relationships with enterprise RIA leadership, broker-dealer executives, custodian partners, or wealth management industry decision-makers.

• Experience selling AI, analytics, or platform technology into large financial services organizations.

• Familiarity with enterprise compliance, data security, and procurement requirements in wealth management.

• Experience taking an early-stage product into the enterprise segment and building the playbook for how to win those deals.

Why This Role Matters

Enterprise firms feel the judgment problem most acutely — they just do not always call it that. They call it inconsistency. They call it advisor development. They call it succession risk. They call it the gap between what their best people deliver and what the rest of the team delivers.

WealthStream gives those firms a real answer. Not another workflow tool. Not another compliance layer. A system that actually makes their people better. You will be the person who helps the largest firms in the industry understand what that means — and why it matters more than anything else on their technology roadmap.

Location & Work Style

Remote. Full-time. We care about judgment, clarity of thinking, and results — not geography.

Compensation

Competitive base salary, uncapped commission, and equity. Structured for someone who builds enterprise relationships and closes deals that reshape how firms operate.