Wealth.com
The Enterprise Sales Manager drives significant growth opportunities within the enterprise RIA market by owning new business and expansion. This field-first role involves managing complex, multithreaded deal cycles, building a durable pipeline through disciplined prospecting, and partnering with internal teams to drive adoption and revenue growth. The position requires a seasoned enterprise seller with a strong network in the SaaS or software world to navigate complex organizational structures and close high-value deals.
Wealth.com is an AI-powered estate and tax planning platform designed for financial advisors. It unifies estate and tax planning in a single environment, enabling users to generate documents, analyze client returns, and optimize client strategies with confidence. The platform focuses on automating workflows and delivering integrated planning tools to streamline advisory practice. By centralizing planning, document generation, and analytics, Wealth.com helps advisors deliver more efficient and strategic client outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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