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The Company
At YCharts, we believe that building and executing a great investment strategy should be simple and accessible. As a leader in the rapidly evolving wealth management industry, we provide tech solutions that empower financial professionals to scale their businesses effectively. Our cloud-based software equips investment advisors, wealth managers, and asset managers with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. With our best-in-class software and unparalleled support, YCharts has grown from a fintech startup to a thriving company in the burgeoning "wealth-tech" space, proudly serving industry leaders in the wealth management, RIA, broker dealer and asset management industry.
The Position
We’re seeking a high-performing Enterprise Account Executive with a hunter mentality—someone who thrives on building relationships from the ground up, is energized by outbound prospecting, and wants to close game-changing deals. This role isn’t about riding pipeline momentum; it’s for the proactive, strategic seller who loves getting in the field, mapping buying committees, and building trust with decision makers.You’ll own a territory of high-potential firms, including large RIAs, Hybrids, OSJs, and broker-dealers, and work closely with an Enterprise SDR and the VP of Enterprise Sales to hit aggressive targets.
Many of these accounts have early YCharts users or strategic overlap—your job is to turn warm sparks into enterprise fire.This is a net new and upsell role focused on meaningful relationship development, in-person networking, and enterprise strategy—not just converting inbound interest.
Key Responsibilities
- Own a strategic territory of enterprise accounts: current clients with expansion potential and key targets with no prior relationship.
- Drive the full enterprise sales cycle:
- Build and execute a multi-threaded engagement strategy across roles (users, influencers, decision makers, executives)
- Secure executive-level engagement and navigate complex org structures.
- Tailor messaging and demos to diverse personas—CIOs, advisors, operations leaders, etc.
- Lead deals across internal buying committees including IT, compliance, and legal
- Craft and deliver custom ROI-based proposals aligned with strategic priorities.
- Manage longer, multi-stage sales cycles involving pilots, proof-of-concept phases, and procurement steps.
- Anticipate and address common enterprise objections (integration, cost, procurement).
- Collaborate with an Enterprise SDR to run coordinated outbound campaigns
- Proactively travel to deepen relationships, attend industry events, and get in the room with stakeholders.
- Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales.
Qualifications:
- 3–5+ years of demonstrated success in enterprise SaaS or fintech sales; experience in WealthTech or financial services strongly preferred
- Proven track record as a self-starter who generates pipeline through outbound prospecting
- Skilled in managing complex, multi-threaded sales cycles involving multiple stakeholders and decision-makers
- Proven ability to build strong relationships with exceptional executive presence; able to confidently engage across all levels of an organization
- Utilizes a strategic and consultative approach to selling, with the ability to craft tailored business cases that align product value to client goals
- Highly curious, energetic, and collaborative—driven by results and motivated by team success
- Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus.
Benefits & Perks:
- 100% employer-paid health, dental, and vision insurance.
- 401(k) match to support your financial future.
- Flexible time off, vacation days, sick days, and a celebration day.
- Paid parental leave to support work-life balance.
- Professional development stipend to help you grow in your career.
- Hybrid work schedule with flexibility to work both in-office and remotely.
- Summer hours so you can enjoy more sunshine.
In-Office Perks:
- Weekly lunch credits to fuel your day.
- Premium beverages and snacks to keep you energized.
- Regular team events and activities to foster a fun and engaging culture.
Compensation:
At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $100,000 - $130,000 USD, and the Total Cash Compensation range is $200,000 - $260,000 USD inclusive of bonuses and variable compensation.The starting salary will be determined based on skills and experience.
Why Join YCharts?
We’re more than a fintech company—we’re a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself:
- Inc. 5000 "Fastest Growing Companies"
- Crain’s "Best Places to Work in Chicago"
- Inc.’s "Best Places to Work"
- Built in Chicago’s “Best Places to Work”
- American Banker's "Best Fintechs to Work For"
At YCharts, your ideas matter, your growth is supported, and your impact is real.YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees.
