Senior Account Executive II, Advisors

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

Trust & Will is seeking a Senior Account Executive II, Advisors to own and scale our enterprise revenue motion within the advisor channel. This is a senior individual‑contributor role designed for a proven enterprise seller with deep experience in the advisor ecosystem. You will be responsible for selling into mid‑to‑large RIAs and key Broker‑Dealers, managing complex, multi‑stakeholder sales cycles, and closing high‑value strategic partnerships that materially impact company growth.

Reporting to executive leadership, this role will play a critical role in shaping enterprise sales strategy, refining our go‑to‑market motion, and serving as a senior voice of the customer across the organization. While this role does not initially carry direct people management responsibilities, it is expected to operate with executive presence, leadership influence, and ownership typical of a Head‑of‑function level seller.

You are a seasoned enterprise sales professional with 7–10+ years of experience, preferably selling SaaS or technology solutions into RIAs, broker‑dealers, wealth management firms, or adjacent regulated financial services organizations. You have a strong track record of closing large, consultative deals, navigating long sales cycles, and building trusted relationships with executive‑level decision makers.

You are comfortable operating autonomously, building enterprise pipeline from both outbound and strategic relationships, and partnering cross‑functionally to ensure successful launches and long‑term account expansion. You think strategically about territory, accounts, and partnerships, while still executing with urgency and precision.

• Own the enterprise sales motion for mid‑to‑large RIAs and broker‑dealers, with accountability for new logo acquisition and revenue growth
• Develop and execute account‑based sales strategies targeting high‑value advisory firms and institutional partners
• Manage the full enterprise sales cycle from initial engagement through contract negotiation, close, and launch
• Engage senior and executive stakeholders (C‑suite, Partners, Heads of Wealth, Compliance, and Operations) in complex buying environments
• Lead highly consultative discovery to uncover business, compliance, and operational needs, positioning Trust & Will as a strategic long‑term partner
• Deliver executive‑level presentations and product demonstrations aligned to business outcomes and ROI
• Partner closely with Marketing, Product, Legal/Compliance, and Member Success to ensure alignment and deal success
• Accurately forecast enterprise pipeline and revenue, maintaining disciplined CRM hygiene and reporting
• Represent Trust & Will at industry conferences, events, and key partner meetings (up to ~20% travel)
• Serve as a senior sales leader and role model, sharing best practices and influencing the broader advisor sales organization

• 7–10+ years of quota‑carrying sales experience, with a strong emphasis on enterprise or strategic accounts
  
  Demonstrated success selling into RIAs, broker‑dealers, wealth management firms, or regulated financial services organizations
  
  Proven ability to close complex, high‑ACV deals with multiple stakeholders and long sales cycles
  
  Strong consultative and value‑based selling skills, with the ability to tie solutions to business outcomes
  
  Experience with enterprise contract negotiation, pricing strategy, and procurement processes
  
  History of consistently meeting or exceeding annual revenue targets
  
  High level of executive presence, communication, and professionalism
  
  Comfortable operating in a fast‑paced, high‑growth SaaS environment
  This…