Most technology in wealth management optimizes around visible productivity: faster plan creation, more automation, prettier deliverables. WealthStream sees the problem differently. The real bottleneck in advice is judgment — the ability to see what matters, understand tradeoffs, and know when something that looks right on paper is wrong for the actual human sitting across the table.

We are building systems that compound human capability, not hollow it out. Our platform helps RIA firms scale their best thinking across more advisors — turning the kind of wisdom that usually lives in one or two senior people into something the whole firm can access.

As a Sales Executive focused on the RIA channel, you will be the person who carries this message into the market. You will not be selling software features. You will be helping firm leaders see the problem we see — that growth usually dilutes quality unless you build systems for transmitting judgment — and showing them what it looks like to solve it.

What You'll Do

• Own the full sales cycle for RIA firms — from prospecting and discovery through negotiation and close — with a focus on multi-advisor practices and enterprise RIAs.

• Build and manage a pipeline of firms that care about advice quality, advisor development, and scaling their standards — not just firms shopping for another productivity tool.

• Lead consultative conversations with firm principals, CIOs, and practice leaders. Translate WealthStream's worldview into language that resonates with their actual problems: inconsistent advisor quality, dependence on senior people, fragile succession, and the challenge of preserving what makes the firm good as it grows.

• Develop deep fluency in WealthStream's product and philosophy. You will need to articulate why judgment matters more than speed, why formation matters more than information, and why the firms that win will be the ones that can scale their best thinking.

• Collaborate with product, marketing, and customer success to translate field intelligence into better positioning, sharper messaging, and stronger product-market fit.

• Design and execute territory and account strategies. Build repeatable motions for identifying, qualifying, and closing RIA firms at various stages of growth.

• Represent WealthStream at industry conferences, custodian events, and advisor gatherings. Be someone people want to talk to because you see the industry clearly.

What We're Looking For

• 5+ years of B2B sales experience in wealth management, fintech, or financial services, with a track record of selling into RIA firms or advisory practices.

• Deep understanding of the RIA landscape — how firms operate, how they grow, what keeps principals up at night, and what actually drives purchasing decisions.

• Consultative selling ability. You lead with curiosity and diagnosis, not demos and decks. You understand that the best sales conversations start by helping someone see their problem more clearly.

• Comfort with a category-creation environment. We are not selling into an established software category. You will be helping firms understand a new way of thinking about advisor quality and firm capability.

• Strong communication skills — written and verbal. You can hold a room, write a sharp follow-up email, and articulate complex ideas simply.

• A bias toward building. You will help shape the sales playbook, not just run it. Process and strategy matter as much as individual deal execution.

Nice to Have

• Existing relationships with RIA firm leaders, custodian partners, or industry influencers.

• Experience selling AI, analytics, or platform technology into advisory firms.

• Familiarity with compliance and regulatory considerations in wealth management.

• Experience at an early-stage company where you helped build the go-to-market motion from scratch.

Why This Role Matters

The best judgment in most firms is trapped in too few people. That creates inconsistency, uneven client experiences, fragile succession, and a quality ceiling that gets harder to maintain as the firm grows. WealthStream exists to change that.

Clients do not care if their advisor is fast. They care if their advisor is good. The firms that understand this — and invest in systems that make their people better, not just more productive — will define the next era of wealth management. You will help those firms find us, and help us find them.

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 to reward people who build real relationships and close deals that stick.