---
title: 'Enterprise Account Executive - Wealth Management at april'
canonical: 'https://feeny.ai/job/enterprise-account-executive-wealth-management-april-new-york-tqjeasyq84ak'
type: 'job'
last_seen: '2026-10-30'
---

# Enterprise Account Executive - Wealth Management at april

- **Company:** april
- **Location:** New York, NY
- **Compensation:** $160k–$175k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-19
- **Last confirmed live:** 2026-10-30
- **Apply:** https://jobs.ashbyhq.com/april/0225a483-da91-4af3-bedb-cb85fe80e6a6

## Job description

## About the role

We're hiring an Enterprise Account Executive - Wealth Management to win new business with the largest institutions in wealth management: wirehouses, private banks, mega RIAs, and wealth platforms. Reporting to april's VP of Sales, you'll own complex enterprise deals from the first executive conversation through signed contract and onboarding. This is a hunter role focused on net new logos. Marketing and Sales Development will support you, but you own the full cycle, bring the network, and help shape how april goes to market with enterprise financial institutions. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

## Key responsibilities

- Hunt and win new enterprise logos. Own and exceed a large new business quota, opening doors through targeted, account based outreach and your existing network
- Engage at the executive level. Build trusted relationships with C suite leaders and heads of wealth, product, technology, and operations, and partner with april's leadership on strategic opportunities
- Lead consultative sales cycles. Run deals from discovery through technical evaluation, security and compliance review, procurement, legal, close, and onboarding, navigating buying committees across business lines and regions
- Sell on business outcomes. Understand each institution's clients, competitors, and priorities, and build value propositions grounded in measurable ROI
- Set account strategy. Build multiyear account plans aligned to each institution's priorities and april's broader GTM strategy
- Lead cross functionally. Partner with Solutions Engineering, Product, Marketing, and Client Success to tailor the pitch to each firm's tech stack and deliver a one team experience
- Keep a disciplined pipeline. Maintain accurate CRM, pipeline, and forecasts, and represent april at key industry events

## Experience

- A proven enterprise track record. 8+ years of full cycle B2B SaaS sales, carrying and exceeding a $4M+ quota and closing large, multiyear contracts
- Wealth management expertise. Direct experience selling into wirehouses, private banks, RIAs, or IBDs, and deep familiarity with how they buy and evaluate technology
- Exceptional executive presence. You're comfortable in the room with C suite audiences and can make complex ideas resonate
- An active network. Current relationships across the wealth management ecosystem that you can activate from day one. You're bringing the network, not building it from scratch
- Strong business acumen. You uncover a client's pain points and build tailored, ROI driven cases for change
- Mastery of long, complex cycles. Comfort with many stakeholders and extended legal, security, compliance, and vendor risk review
- Self direction and drive. You own a large territory with significant autonomy and no senior teammate to lean on for warm intros, and you bring creativity to how you open new doors

## Nice to have

- Prior experience as one of the first or only AEs covering a vertical or region
- Experience working as a financial advisor or CFP

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

## About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

## About april

## Company Overview
- **One-liner**: april is an AI-powered embedded tax platform that enables financial institutions to offer white-label tax filing, planning, and transcript retrieval directly within their products.
- **Entity Type**: Private (Series B, $78M total funding)
- **Headquarters**: New York, New York, United States (with offices in Tel Aviv, Israel; Poland; Colombia)
- **Founded**: 2021
- **Founders**: Ben Borodach (CEO) and Daniel Marcous (CTO)

## Core Business
- **Primary Industry**: Financial Services / Fintech – Embedded tax technology
- **Target Customers**: B2B – banks, wealth management platforms, payroll & benefits providers, fintechs, and developer platforms
- **Mission**: Build the world's most connected tax software, evolving tax from a backward-looking compliance function into a predictive, continuous layer of financial intelligence.

## Products & Services
- **Tax Filing Suite**: White-label DIY filing, tax pro reviews, and pro-led filing – the first AI-powered tax platform to receive full IRS e-file authorization in 15 years.
- **Tax Planning Suite**: “What-if” forecasting for paycheck optimization, liquidity events, and annual planning, integrated at the point of decision.
- **Tax Transcripts**: Accelerate client onboarding by providing advisors and platforms access to comprehensive historical tax data and insights.

## Market Standing
- **Valuation**: Not publicly available (private company)
- **Key Metric**: Total Funding $78M; Annual Revenue $1.2M (as of 2026)
- **Notable Investors**: QED Investors (lead Series B), Treasury (lead Series A), Team8 (lead Seed). Advisors include founders of Acorns, eToro, Lemonade, Betterment, and former CEO of Bank Leumi.
- **Growth Signals**: Headcount of 78 employees (+48.5% YoY); 11 active job postings; presence across U.S., Israel, Poland, Colombia; Year-over-year LinkedIn follower growth of +146.2%.

## Competitive Advantages
- **First-mover in AI-native tax**: The only AI-powered platform to gain IRS e-file authorization in 15 years (joining only 12 other providers nationwide).
- **Deeply embedded approach**: White-label APIs allow financial platforms to own every financial moment, increasing deposits, engagement, and loyalty.
- **World-class team pedigree**: Founders and executives from Google, Waze, TaxAct, PayPal, and Deloitte; strong talent pipeline from Intuit, Gusto, Amazon, and Israeli Military Intelligence.

## Strategic Focus
- Scale embedded partnerships with wealth, banking, and payroll platforms to grow revenue and user base.
- Expand product suite beyond filing into year-round tax intelligence (forecasting, transcripts).
- Dominate the “tax as a service” category by making tax a connected, continuous financial layer.

## Why Work Here
- **Culture**: Mission-driven (“Mission first, Team over ego, Win with determination”); collaborative, low-politics environment.
- **Growth**: Rapidly scaling company with 48% headcount growth and significant funding runway – opportunity to shape a category-defining product.
- **Team**: High-caliber peers from top tech and fintech companies; hands-on leadership that sets a high bar.
- **Work Environment**: Hybrid/office presence in New York and Tel Aviv; remote flexibility for some roles; strong engineering and data science emphasis (Staff, Senior, AI roles open).
- **Perks**: Not explicitly stated, but the careers page highlights meaningful work, ownership, and a solution-first mindset.

## Sources
1. [getapril.com](https://www.getapril.com/careers)
2. [getapril.com](https://www.getapril.com/about)
3. [getapril.com](https://www.getapril.com/)
4. [linkedin.com](https://www.linkedin.com/company/apriltax)
5. [tracxn.com](https://tracxn.com/d/companies/april/__9uA1-QhkLWRqyFTSN_4eBOTRzLNVNbfFWoVJ-3jjdRI)

## Other roles at april

- [Tax Expert (Reviewer) - Seasonal](https://feeny.ai/job/tax-expert-reviewer-seasonal-april-united-states-253cd0hgtgew) — United States
- [Tax Expert (Preparer) - Seasonal](https://feeny.ai/job/tax-expert-preparer-seasonal-april-united-states-h1372vngeb2w) — United States
- [Enterprise Growth Manager](https://feeny.ai/job/enterprise-growth-manager-april-united-states-myt91der1t18) — United States
- [Compliance Analyst](https://feeny.ai/job/compliance-analyst-april-united-states-d1r49xwgzzjd) — United States
- [Solutions Consultant](https://feeny.ai/job/solutions-consultant-april-new-york-68705x28ebht) — New York, NY
- [Customer Success Manager - Banking](https://feeny.ai/job/customer-success-manager-banking-april-new-york-0ywemeg6erk8) — New York, NY
- [SRE / DevOps Lead](https://feeny.ai/job/sre-devops-lead-april-tel-aviv-qrr7h12vdj4n) — Tel Aviv, Israel
- [Hands-on AI & Data Engineering Manager](https://feeny.ai/job/hands-on-ai-data-engineering-manager-april-tel-aviv-ehta1e0y7g2t) — Tel Aviv, Israel
- [Tax Product Specialist](https://feeny.ai/job/tax-product-specialist-april-united-states-mmg4crrmxqx4) — United States
- [Senior Full-Stack Engineer](https://feeny.ai/job/senior-full-stack-engineer-april-tel-aviv-my7vnhrafa10) — Tel Aviv, Israel