Offer summary

Qualifications:

3+ years of experience in sales, business development, or client-facing roles, preferably in fintech or B2B SaaS., Demonstrated success in outbound prospecting and pipeline generation., Strong written and verbal communication skills, with attention to detail., Familiarity with the RIA/wealth management space and experience with Salesforce is a plus..

Key responsibilities:

Proactively identify and prospect new RIAs, broker dealers, and advisory platforms.

Conduct high volume outbound outreach to engage prospective clients and secure meetings with decision makers.

Support the sales process by preparing materials and documenting client interactions in Salesforce.

Collaborate with cross-functional teams to ensure a compliant sales experience and contribute to team growth by testing new outreach tactics.

Job description

Enterprise Account Executive

at SmartAsset

Remote, Contiguous United States

About Us

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the team:

The Enterprise Sales & Account Management team at SmartAsset is a group of sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast-growing client base. Our team of Enterprise Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally.

About the Role

We are looking for a motivated and entrepreneurial Enterprise Account Executive to join our Enterprise Sales team. In this role, you will be at the forefront of our growth strategy, focused on sourcing and developing new business opportunities with enterprise-level RIAs and wealth management firms. You will work closely with other members of the Enterprise Sales and Account Management teams to build relationships with key decision makers and drive new business in our Enterprise marketplace. This is a high impact, high visibility role suited for someone who thrives in a fast-paced startup environment and is hungry to grow.

Responsibilities

Proactively identify, research, and prospect new RIAs, broker dealers, and advisory platforms that align with SmartAsset’s Advisor Marketing Platform offering
Conduct high volume outbound outreach via email, phone, and other mediums to engage prospective clients and secure discovery meetings with executive level decision makers
Support sales process execution by preparing materials, coordinating follow ups, and documenting client interactions in Salesforce
Work cross functionally with Operations, Legal, and Account Management teams to ensure prospects receive a world class and compliant sales experience
Contribute to team growth by testing new outreach tactics, sharing feedback, and helping to improve internal processes

Required Skills and Experience

3+ years of experience in a sales, business development, or client-facing role, preferably in fintech, financial services, or B2B SaaS
Demonstrated success in outbound prospecting and pipeline generation
A high level of attention to detail
Strong written and verbal communication skills; comfortable crafting compelling outreach and presenting to external stakeholders
Highly organized, self motivated, and able to manage multiple priorities in a dynamic, fast moving environment
Eagerness to learn from and collaborate with senior sales leaders and cross-functional partners
Familiarity with the RIA/wealth management space and/or lead generation solutions is a plus
Experience with Salesforce and sales enablement tools
Intellectually curious, resilient, and driven to consistently improve

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer
Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Available Benefits and Perks:

All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.
Medical, Dental, Vision - multiple packages available based on your individualized needs
Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
Supplemental Short-term and Long-term Disability
FSA: Medical and Dependant Care
401K
Equity packages for each role
Time Off: Vacation, Sick and Parental Leave
EAP (Employee Assistance Program)
Financial Literacy Mentoring Program
Pet Insurance
Home Office Stipend

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $125,000 Base salary and up to $180,000 OTE + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

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