About the role

Wealth management firms are drowning in disconnected systems, and Milemarker gives them one data foundation to run their business on. As an Account Executive, you help firm leaders see what that change looks like for them. You run a consultative, multi-stakeholder sale to CEOs, COOs, and CTOs, and you partner with our Solutions Engineers to turn complex requirements into a clear business case.

What you’ll do

• Own a pipeline of mid-market and enterprise wealth management firms, from discovery through close.

• Run discovery that uncovers the business problem: time lost, scale limits, advisor experience, and firm valuation.

• Partner with Solutions Engineering on demos, technical scoping, and proposals.

• Build ROI-driven business cases and navigate buying committees across operations, technology, and the C-suite.

• Forecast accurately and keep HubSpot current.

• Represent Milemarker at industry conferences and events.

What you’ll bring

• 3+ years of closing experience in B2B SaaS, with a track record of meeting or exceeding quota.

• Experience selling into wealth management, financial services, or fintech. You know how RIAs and broker-dealers buy.

• Comfort leading complex sales cycles with multiple stakeholders and technical evaluations.

• A consultative style. You sell outcomes, not features.

• Strong written communication and follow-through.

Nice to have

• Experience selling data, integration, or analytics platforms.

• An existing network among RIA and broker-dealer leaders.