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© All Rights Reserved. ApplyBlast.com
Advisor360
The Mid-Market Account Executive will sell Advisor360°’s core platform and solutions to mid-sized wealth management firms, managing the full sales cycle from discovery to close and building relationships with director- and VP-level buyers. The role is quota-carrying, remote or hybrid with three days onsite in Needham, MA, and includes achieving revenue targets and maintaining accurate pipeline data.
Headquarters
Needham Heights, Massachusetts, United States
Company Size
501-1000 employees
Advisor360° is the Autonomous Financial Platform™ for advisors at RIAs, independent broker-dealers, and insurance broker-dealers serving mass affluent and high-net-worth clients. Its AI-native platform connects CRM, planning, portfolio management, trading, reporting, billing, compliance, and client experience into one unified advisor workday, built on a Unified Data Fabric® with embedded AI agents that extend advisor and staff capacity. Advisor360° serves over 22,000 users managing more than $1 trillion in assets, helping firms of all sizes scale without operational complexity or technology fragmentation.
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
View leadership team, funding history,
and employee contacts for Advisor360.
Right around the average for this role