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Remote, Oregon, United States
Remote only
About Wealth.com
Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform.
Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Role Overview
As an Enterprise Sales Manager, you will drive our most significant growth opportunities within the enterprise RIA market, owning both new business and expansion. This is a field first role for a seasoned enterprise seller who runs complex, multithreaded deal cycles end to end and builds a durable pipeline through disciplined prospecting and relationship development. You will partner with our Business Development team to source and advance new opportunities and with Enterprise Account Management to drive adoption and expansion across a named group of customers, and you will treat every partner conversation and industry event as a chance to grow enterprise business.
What You'll Do
Build and sustain a healthy pipeline through disciplined prospecting, relationship development, and close partnership with our Business Development team. You own your number and the activity that drives it.
Own the full sales lifecycle for enterprise RIA prospects, driving net new revenue through a consultative and sophisticated sales approach.
Partner with Enterprise Account Management to drive adoption and lead the expansion strategy within a named group of customers, growing revenue inside existing enterprise relationships.
Navigate complex organizational structures to identify and align economic buyers, champions, and influencers, building long term partnerships that go beyond a traditional vendor relationship.
Maximize every partner meeting and national industry event as an opportunity to build brand authority, deepen relationships, and generate enterprise pipeline.
Deliver elite level demonstrations and presentations that address the specific operational needs of enterprise clients, emphasizing our superior AI and integrated estate planning technology.
Partner with internal leadership, Business Development, and product teams to align go to market strategy with market demand and emerging industry trends.
What You'll Bring
A minimum of 5 years selling complex, high value solutions to enterprise buyers, with a documented record of achieving and exceeding quota across long cycle deals.
Deep experience selling technology into enterprise organizations and an active network of relationships from the SaaS or software world.
Proven ability to manage multiple stakeholders across complex organizations, from first meeting through procurement and close.
A self directed operator who takes full accountability for pipeline and results, and executes complex field and territory plans with rigor.
Elite level negotiation and organizational skills to manage the intricacies of enterprise contracts and institutional procurement processes.
Bachelor's degree or equivalent relevant work experience.
Willingness to travel exceeding 50 percent of the time to engage clients in person, represent the firm at major industry events, and turn high level networking into an enterprise pipeline.
Nice to Have
Fintech or wealth management exposure.
Benefits & Perks
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
