Account Executive

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 
We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 
This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

We’re seeking an Account Executive to join our growing sales team. This role will focus on ParrotAI, Advisor360°’s cutting-edge AI-powered productivity tool that helps wealth management firms streamline compliance, client engagement, and advisor workflows.
If you thrive on driving new business, building trusted relationships, and selling solutions that transform the way advisors work, this is the opportunity for you.
Here’s What You’ll Do: 

• Own the full sales cycle for ParrotAI, from prospecting through close, with a focus on mid-market and enterprise wealth management firms.
• Build and manage a pipeline of qualified opportunities by identifying prospects, conducting outreach, and developing account strategies.
• Lead discovery sessions with executives, advisors, and operations teams to understand business challenges and demonstrate how ParrotAI creates measurable value.
• Deliver compelling demos and presentations that showcase ParrotAI’s capabilities in compliance automation, productivity, and client engagement.
• Partner with Sales Engineering and Solutions Architects to design tailored proposals and solution recommendations.
• Negotiate contracts, manage deal cycles, and consistently exceed quota expectations.
• Provide feedback to Product and Marketing teams to inform ParrotAI’s roadmap and positioning in the market.
• Serve as a brand ambassador for Advisor360°, representing our vision for the future of AI in WealthTech.

What You Bring to the Table: 

• 5–7 years of successful B2B SaaS sales experience, ideally within fintech, WealthTech, or adjacent verticals.
• Proven track record of meeting or exceeding quota in a consultative sales environment.
• Experience selling AI-driven or data-rich SaaS solutions is highly desirable.
• Strong understanding of wealth management, broker-dealers, RIAs, or compliance workflows.
• Excellent communication, storytelling, and presentation skills—comfortable engaging with both C-suite and frontline advisors.
• Ability to work cross-functionally with Solutions, Product, and Marketing to deliver tailored solutions.
• A growth mindset, with the ability to thrive in a fast-paced, scaling environment.

Why You’ll Love Working With Us: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:  
The estimated base salary range for this position is $97,000 – $115,000 + bonus & equity.
Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.