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April is hiring an Enterprise Account Executive - Wealth Management to drive new business with the largest institutions in wealth management, including wirehouses, private banks, mega RIAs, and wealth platforms. You will report to April's VP of Sales and own complex enterprise deals from initial executive conversation through contract signature and onboarding.
This is a hunter role focused on net new logos. While Marketing and Sales Development provide support, you own the full sales cycle, leverage your existing network, and help shape April's go-to-market strategy with enterprise financial institutions. Team members in the NYC metropolitan area must maintain a minimum on-site presence of three days per week.
Key Responsibilities:
- Hunt and win new enterprise logos by exceeding a large new business quota through targeted account-based outreach and your existing network
- Engage at the executive level, building trusted relationships with C-suite leaders and heads of wealth, product, technology, and operations
- Lead consultative sales cycles from discovery through technical evaluation, security and compliance review, procurement, legal, close, and onboarding
- Sell on business outcomes by understanding each institution's clients, competitors, and priorities, and building ROI-grounded value propositions
- Set account strategy by developing multiyear account plans aligned to institutional priorities and April's GTM strategy
- Lead cross-functionally with Solutions Engineering, Product, Marketing, and Client Success to tailor pitches and deliver a unified team experience
- Maintain disciplined pipeline management with accurate CRM, forecasts, and industry event representation
About April:
April is an embedded, year-round tax platform designed to power smarter financial decisions. The company offers white-labeled tools that bring real-time tax intelligence into platforms people already use, helping users understand the impact of paycheck changes, equity transactions, and income shifts while staying on top of tax payments throughout the year. April's AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes quickly. With API-first infrastructure and seamless data integrations, April helps partners deliver more value, deepen customer loyalty, and turn taxes into a strategic competitive advantage.
Requirements:
- 8+ years of full-cycle B2B SaaS sales experience, carrying and exceeding a $4M+ quota and closing large, multiyear contracts
- Direct experience selling into wirehouses, private banks, RIAs, or IBDs with deep familiarity of how they buy and evaluate technology
- Exceptional executive presence; comfort engaging with C-suite audiences and translating complex ideas clearly
- Active network across the wealth management ecosystem with current relationships you can activate immediately (bringing the network, not building from scratch)
- Strong business acumen to uncover client pain points and build tailored, ROI-driven cases for change
- Mastery of long, complex sales cycles with comfort navigating multiple stakeholders and extended legal, security, compliance, and vendor risk reviews
- Self-direction and drive to own a large territory with significant autonomy and creativity in opening new doors
Nice to Have:
- Prior experience as one of the first or only Account Executives covering a vertical or region
- Background as a financial advisor or CFP
