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SaaS Sales

Remote Senior Enterprise Advisor, Wealth Management SaaS

Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listing for: Trust & Will
Remote/Work from Home position
Listed on 2026-01-28
Job specializations:
  • Sales
    SaaS Sales
Job Description & How to Apply Below
A leading digital estate planning company is seeking a Senior Account Executive II to drive enterprise revenue within the advisor channel. This role focuses on engaging mid-to-large RIAs and key broker-dealers, managing complex sales cycles, and building strategic partnerships. Applicants should have 7–10+ years in enterprise sales, preferably within the financial services sector, and must excel in a fast-paced SaaS environment.

A competitive compensation package, including equity, is offered.
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Position Requirements
10+ Years work experience
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