Enterprise Account Executive - Wealth Management

New York City · 8+ years experience · Full-time · Hybrid · Posted Oct 19, 2026

At a glance

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

april is hiring an Enterprise Account Executive for Wealth Management to win new business with the largest institutions in wealth management, including wirehouses, private banks, mega RIAs, and wealth platforms.
Reporting to the VP of Sales, this hunter role involves owning complex enterprise deals from the first executive conversation through signed contract and onboarding.

Hunt and win new enterprise logos, owning and exceeding a large new business quota through targeted, account-based outreach and an existing network.
Engage at the executive level to build 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 value propositions grounded in measurable ROI.
Set account strategy by building multiyear account plans aligned to each institution's priorities and april's broader GTM strategy.
Lead cross-functionally by partnering with Solutions Engineering, Product, Marketing, and Client Success to tailor pitches and deliver a unified experience.
Keep a disciplined pipeline by maintaining an accurate CRM, pipeline, and forecasts, and representing april at key industry events.

A proven enterprise track record with 8+ years of full-cycle B2B SaaS sales, carrying and exceeding a $4M+ quota and closing large, multiyear contracts.
Wealth management expertise with direct experience selling into wirehouses, private banks, RIAs, or IBDs, and deep familiarity with how they buy and evaluate technology.
Exceptional executive presence with comfort in the room with C-suite audiences to make complex ideas resonate.
An active network of current relationships across the wealth management ecosystem that can be activated from day one.
Strong business acumen to uncover client pain points and build tailored, ROI-driven cases for change.
Mastery of long, complex cycles with comfort managing many stakeholders and extended legal, security, compliance, and vendor risk reviews.
Self-direction and drive to own a large territory with significant autonomy and bring creativity to opening new doors.

Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.