From hello to close, FINNY is the AI growth officer for financial advisors — guiding every step of the way, from building your brand to closing your next client. We've got your growth. Backed by Y Combinator.
About the role
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.
What they'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)
More about this role
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.
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...
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