Enterprise Account Executive – Wealth (US)

Location: United States; remote workplace.

Company

hirify.global provides an AI operating system for financial institutions, automating client-facing workflows such as onboarding, risk assessment, reconciliation, proposals, and reporting.

What you will do

• Prospect and develop enterprise accounts across U.S. wealth management, including banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms.
• Own the full sales cycle from outbound prospecting and inbound lead qualification through discovery, tailored demos, negotiation, and close.
• Build pipeline through email, phone, LinkedIn, conferences, and continuously refined outbound approaches.
• Lead consultative discovery around onboarding, account opening, advisor servicing, document collection, and operational processing workflows.
• Navigate complex, multi-stakeholder enterprise buying processes and manage deals from initial outreach through close.
• Shape sales playbooks, positioning, go-to-market strategy, and product roadmap input in collaboration with product, engineering, and marketing.

Requirements

• Experience selling enterprise SaaS into wealth management or deep wealth management industry experience in a commercial role.
• Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms.
• Experience with enterprise deals of 100K–1M+ ARR.
• Track record of high achievement in quota-carrying roles and experience building pipeline through outbound prospecting.
• Strong consultative selling skills with the ability to engage senior stakeholders.
• Excellent communication, storytelling, and customer empathy skills.
• Builder mindset, high motivation, resilience, and comfort operating in a fast-paced environment.
• Passion for understanding customer problems and helping solve them.

Nice to have

• Existing network within the U.S. wealth management industry.
• Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing.
• Experience selling complex or technical products, including AI, workflow automation, or document intelligence.
• Experience attending or sourcing pipeline through wealth management industry conferences.
• Background at a high-growth B2B SaaS, FinTech, or WealthTech company.

Culture & Benefits

• Full-time role with competitive compensation and equity.
• HRA health plan, 401(k) retirement plan, and unlimited PTO.
• Supportive, low-ego environment focused on ownership and growth.
• Company offsites for team connection and recharge.