Senior Account Executive II, Advisors

You are a seasoned enterprise sales professional with

7–10+ years of experience

, preferably selling SaaS or technology solutions into RIAs, broker‑dealers, wealth management firms, or adjacent regulated financial services organizations.

You have a strong track record of closing large, consultative deals, navigating long sales cycles, and building trusted relationships with executive‑level decision makers.

You are comfortable operating autonomously, building enterprise pipeline from both outbound and strategic relationships, and partnering cross‑functionally to ensure successful launches and long‑term account expansion.

7–10+ years of quota‑carrying sales experience, with a strong emphasis on enterprise or strategic accounts

Compensation: Salary + Equity

Our OTE range for this position is  $250,000 - $300,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.

PTO

Flexible time off that you are encouraged to use

Generous paid company holidays and breaks throughout the year

Monthly friends & family day

Own the enterprise sales motion for mid‑to‑large RIAs and broker‑dealers, with accountability for new logo acquisition and revenue growth

Develop and execute account‑based sales strategies targeting high‑value advisory firms and institutional partners

Manage the full enterprise sales cycle from initial engagement through contract negotiation, close, and launch

Engage senior and executive stakeholders (C‑suite, Partners, Heads of Wealth, Compliance, and Operations) in complex buying environments

Lead highly consultative discovery to uncover business, compliance, and operational needs, positioning Trust & Will as a strategic long‑term partner

Deliver executive‑level presentations and product demonstrations aligned to business outcomes and ROI

We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote

We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.

Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

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