Job Description
Job Description
Remote (US) · Full-time Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity
About the Company
Our client is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. It has roughly $3M ARR with a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth-management firms across the US.
Founded 2017 · 11–50 people (Series A) · Industry: FinTech
The Role
Own the client's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors — executive, multi-stakeholder, multi-year deal-making that wins the biggest firms in an underserved $100B+ market.
Tech stack: HubSpot; Outreach, Gong, LinkedIn Sales Navigator.
Requirements
- 2+ years of wealth-management or fintech sales
- 1+ year of complex, multi-stakeholder deal closing
- 90%+ documented quota attainment
- A self-sourced-pipeline track record
- US-timezone availability
- Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
Nice to Haves
- Has sold compliance or risk software specifically into a regulated financial-services buyer, not an adjacent category
- Builds and defends a business case to a CCO, COO, or principal-level buying committee
- Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound
- A track record structuring multi-year or phased enterprise deals
Why Join
- Own the biggest deals in an underserved market: the largest, most complex opportunities in a $100B+ TAM
- Uncapped commission, real upside: $200–250K OTE, uncapped — larger ACVs mean larger checks
- Direct access and influence: a direct line to the Head of Sales and CEO at a small, low-bureaucracy team where high performers shape the playbook
Details
- Location — Remote (US-based)
- Work policy — Remote (US)
- Compensation — $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity
- Visa sponsorship — Not available
- Employment type — Full-time