Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI. Backed by Insight.
About the role
As an Enterprise Account Executive, you will grow Vanilla's footprint with the largest wealth management firms in the U.S. That includes RIAs and RIA aggregators, wirehouses and broker-dealers, banks, and trust companies. You'll own a portfolio of existing enterprise customers and new-logo targets, with responsibility for new business, expansion, and renewals.
What they're looking for
- 8+ years of full-cycle B2B sales experience, including 5+ years in enterprise sales to financial services firms with annual quotas exceeding $2M
- Experience selling into more than one type of wealth management firm (RIAs and aggregators, wirehouses and broker-dealers, banks, trust companies), with a clear understanding of how their buying processes differ
- Consistent top performer with 100%+ quota attainment across multiple years
- Proven ability to close deals ranging from mid five figures to seven figures, including both new-logo wins and expansions within existing customers
- Experience managing 6–18 month sales cycles with senior and C-suite stakeholders
- Track record of navigating security, compliance, and vendor-risk reviews at regulated institutions
More about this role
We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.
Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.
This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania,...
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