About FINNY

FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.

We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.

We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.

 

About the Team

FINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.

The Senior Enterprise AE is a strategic revenue leader at FINNY, owning our largest and most complex deals from first conversation to signed contract. You’ll engage enterprise-level wealth management firms— broker-dealers, large RIA aggregators, and wirehouse teams—navigating multi-stakeholder buying processes and closing high-ACV contracts. You’ll also help shape how we sell at scale: refining enterprise playbooks, coaching junior AEs, and partnering with product and marketing to translate field insights into competitive advantage.

 

What You’ll Do

Enterprise Sales Execution

• Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
• Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
• Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
• Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
• Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.

Strategic Partnership

• Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
• Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
• Contribute field insights to inform product roadmap, positioning, and competitive strategy.
• Represent FINNY at industry events and with key enterprise prospects.

Team Leadership

• Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
• Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
• Partner with the VP of Sales to set quarterly enterprise targets and forecasting

 

What We’re Looking For

• 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).

• Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).

• Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.

• Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.

• Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).

• Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).

• Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.

• Familiarity with compliance and procurement processes in regulated financial services environments.

• Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.

 

Compensation & Benefits

FINNY offers a competitive compensation package including:

• Competitive salary, comission and equity
• Medical, dental, and vision insurance
• Flexible paid time off
• 401(k)
• Food and meals provided in our NYC office
• Team offsites and events

 

Equal Opportunity Employer

FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.