Enterprise Account Executive (Wealth Management) at Feathery

Feathery is the AI operating system for financial institutions, serving hundreds of clients and backed by investors like Portage Ventures, Allstate Ventures, and Index Ventures. With over $30 million raised, Feathery specializes in financial agentic automation, powering workflows from onboarding and risk assessment to proposal generation for industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners.

At the core of Feathery’s operations is Robin, an AI operations assistant that scans client documents, configures workflows, assists users, and supports operational tasks across the client lifecycle. Feathery is transforming financial operations by shifting focus from manual processes to intelligent, automated workflows.

The company is driven by values like Own the Problem, Grit Beats Gloss, and Say It Straight, fostering a culture of excellence and rapid growth.

Why We’re Hiring

Feathery is expanding its presence in the U.S. wealth management industry, engaging with leading banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms. The company is hiring an Enterprise Account Executive with deep wealth management experience to drive revenue growth and shape the enterprise sales motion within this sector.

This role is ideal for someone who excels in a full-cycle sales environment, enjoys building pipeline, and wants to influence how Feathery scales its enterprise revenue engine. As an early team member, you’ll have significant ownership over pipeline, deals, and market strategy.

About the Role

This is a high-ownership role blending:

• Full-cycle enterprise sales across the U.S. wealth management industry
• Pipeline generation and deal execution
• Strategic, consultative selling
• Cross-functional collaboration with product, marketing, and leadership

You’ll oversee the entire sales process—from sourcing opportunities to closing deals—while helping define Feathery’s enterprise revenue strategy.

What You’ll Do

Pipeline Generation & Prospecting

• Prospect and develop new enterprise accounts across the U.S. wealth management industry, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
• Reach out to prospects via email, phone, and LinkedIn
• Experiment with messaging, targeting, and channels to generate new opportunities
• Attend wealth management industry conferences and events to build relationships and source pipeline
• Own pipeline generation strategy and continuously refine outbound approaches

Deal Execution & Sales Process

• Manage the full sales cycle from initial outreach through close
• Handle inbound and referred leads and convert them into qualified opportunities
• Conduct discovery to understand customer needs and business challenges across wealth management workflows, including client onboarding, account opening, advisor servicing, document collection, and operational processing
• Deliver tailored demos and presentations for different stakeholders
• Navigate complex buying processes and multi-stakeholder deals across wealth management organizations

Sales Strategy & Cross-Functional Collaboration

• Help define and refine sales playbooks, positioning, and processes for the U.S. wealth market
• Partner with product and engineering to communicate customer needs and influence roadmap
• Collaborate with marketing on campaigns and demand generation initiatives
• Contribute to product launches and go-to-market strategy

About You

• Experience selling enterprise SaaS into the wealth management industry, or deep wealth management industry experience in a commercial role
• Strong understanding of the U.S. wealth management ecosystem, including major banks, private wealth businesses, broker-dealers, asset managers, and wealth management platforms
• Experience with enterprise deals (100K–1M+ ARR)
• Track record of high achievement in quota-carrying roles
• Strong consultative selling skills and ability to engage senior stakeholders
• Excellent communication and storytelling abilities with high customer empathy
• Experience building pipeline through outbound prospecting
• Builder mindset with a desire to shape processes and strategy
• Highly motivated, resilient, and comfortable operating in a fast-paced environment
• Passion for understanding customer problems and helping solve them

Bonus

• Existing network within the U.S. wealth management industry
• Understanding of wealth management workflows, including client onboarding, account opening, KYC and suitability reviews, advisor servicing, and operational processing
• Experience selling complex or technical products, including AI, workflow automation, or document intelligence
• Experience attending or sourcing pipeline through wealth management industry conferences
• Background at a high-growth B2B SaaS, FinTech, or WealthTech company

What We Offer

• Competitive compensation and equity
• HRA health plan
• Unlimited PTO
• Retirement: 401(k) plan
• A supportive, low-ego team that values ownership and growth
• Company offsites to connect and recharge