Enterprise Sales Manager, Wealth.com
$230-270k
OTE
Offers Equity
More information about location
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$230-270k
OTE
Offers Equity
More information about location
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- Proven Enterprise Track Record: A minimum of 5 years of enterprise level sales experience, preferably within the fintech or wealth management space, with a documented history of achieving elite results
- Deep Industry Network: An established and active book of contacts within major wealth management firms, broker dealers, and financial institutions is essential for success in this role
- Entrepreneurial Discipline: A self starter who thrives in high energy environments and is capable of executing complex field plans and territory strategies independently
- Exceptional Communication: Elite level negotiation and organizational skills are required to manage the intricacies of enterprise contracts and institutional procurement processes
- Education: Bachelor’s degree or equivalent relevant work experience
What the job involves
- As an Enterprise Sales Manager, you will be at the forefront of driving our most significant growth opportunities within the institutional and large scale financial advisory market
- This is a dedicated field sales role for a seasoned professional who possesses an extensive network of existing contacts within the wealth management sector
- You will be responsible for navigating complex, long form sales cycles and securing large scale commitments from major industry players
- Strategic Revenue Generation: Own the full sales lifecycle for institutional and enterprise prospects, driving net new revenue through a consultative and sophisticated sales approach
- Network Led Pipeline Development: Independently identify and prospect new customers by leveraging your own professional network and established contacts within the wealth management and financial services sectors
- Field Presence and Industry Leadership: Maintain a high profile presence at national industry trade shows and networking events to build brand authority and generate a consistent pipeline of enterprise opportunities
- Complex Sales Execution: Deliver elite level demonstrations and presentations that address the specific operational needs of enterprise tier clients, emphasizing our superior AI and integrated estate planning technology
- Multichannel Relationship Management: Navigate complex organizational structures to identify key stakeholders and economic buyers, building long term partnerships that go beyond a traditional vendor relationship
- Collaborative Strategy: Partner with internal leadership and product teams to align outbound strategies with market demand and emerging industry trends
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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