---
title: 'Senior Account Executive, Enterprise at FINNY'
canonical: 'https://feeny.ai/job/senior-account-executive-enterprise-finny-new-york-zbw2be8q4ztn'
type: 'job'
last_seen: '2026-09-11'
---

# Senior Account Executive, Enterprise at FINNY

- **Company:** FINNY
- **Location:** New York, NY
- **Compensation:** $150k–$200k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-06-03
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/finny/eab327b9-dba2-4ddb-8e78-9568d8c4a30f

## Job description

## About FINNY

[FINNY is a growth](https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e=) 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.

## About FINNY

## Company Overview
- **One-liner**: FINNY provides an AI-native organic growth engine for financial advisors, automating prospect identification, outreach, and content creation to help them acquire new clients.
- **Entity Type**: Private (Startup) – Series A
- **Headquarters**: New York, New York, United States
- **Founded**: 2023
- **Founders**: Eden Ovadia (CEO), Victoria Toli (CPO), Theodore Janson (CTO)

## Core Business
- **Primary industry**: WealthTech / Financial Technology (AI-powered marketing and lead generation for financial advisors)
- **Target customers**: B2B – Registered Investment Advisors (RIAs), independent financial advisors, wealth management firms
- **Mission**: Empower financial advisors to reach the right potential clients at the right time with the right message, making organic growth efficient and scalable.

## Products & Services
- **FINNY Platform (Core SaaS)**: AI-powered growth engine that combines prospect identification (aggregating thousands of data points per lead, monitoring life triggers), prioritization (F-Score ranking based on likelihood to convert), and automated multi-channel outreach (email, LinkedIn, content). Includes content generation (posts, articles, market updates) that mimics the advisor’s voice. Recently launched **Hunter**, an autonomous AI agent that plans and executes campaigns.
- **Intent Search**: A feature that surfaces high-intent prospects by scanning signals such as new home purchases, job changes, inheritances, or retirements.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private)
- **Key Metrics**: Total Funding – USD 21.8M; Headcount – 34 employees (+272.7% YoY); Revenue – early stage (reported >11x MoM growth in early 2024)
- **Funding Rounds**:
  - Pre-Seed (Sep 2024): USD 500K led by Y Combinator
  - Seed (Dec 2024): USD 4.3M led by Maple VC and Hanover Capital
  - Series A (Dec 2025): USD 17M led by Venrock; also includes strategic investment from Josh Brown (CEO of Ritholtz Wealth Management)
- **Notable Investors/Partners**: Y Combinator, Maple VC, Hanover Capital, Venrock, Josh Brown (advisory board). Distribution partnership with Osaic.
- **Growth Signals**:
  - Won **Best in Show at Morningstar’s Annual Fintech Showcase** and **Wealthies 2025 Award** (best Marketing and Lead Generation)
  - 70+ advisory firms on waitlist before any outbound sales
  - Series A closed in Dec 2025 to accelerate product development and go-to-market
  - Frequent product launches: Multi-Channel Campaigns (Aug 2025), Intent Search (Jun 2025), Hunter agent (2026)

## Competitive Advantages
- **AI-native specialization**: Built specifically for financial advisors, unlike horizontal tools (ZoomInfo, LinkedIn, PitchBook) that lack industry-specific signals and workflows.
- **Proprietary F-Score**: Ranks prospects by likelihood to convert for each advisor-prospect pair, reducing wasted effort.
- **Regulatory compliance**: SOC compliant; data security designed for the wealth management industry.
- **Integrated content & outreach**: AI writes market updates and posts in the advisor’s voice, then distributes across channels—combining brand building with direct prospecting.

## Strategic Focus
- **Expand automation**: Shift from assisted outreach to fully autonomous “set-it-and-forget-it” campaigns (Hunter agent).
- **Deepen partner integrations**: Leverage partnerships like Osaic to reach more advisors through existing ecosystems.
- **Scale go-to-market**: Use Series A funding to grow sales and customer success teams, targeting both independent advisors and larger enterprise RIAs.
- **Continuous AI improvement**: Use every campaign outcome to refine scoring, messaging, and targeting (data flywheel).

## Why Work Here
- **Culture**: Described as “talent-dense,” office-first, and high-autonomy. Employees work closely with founders in an early-stage environment that values speed and impact.
- **Work Policy**: Office-first – 5 days per week in NYC (Chelsea HQ); no remote/hybrid options.
- **Perks/Engineering Culture**: High ownership, fast decision loops, exposure to cutting-edge AI in a regulated vertical. The company emphasizes a “most talent-dense company in NYC” hiring bar.
- **Considerations**: Early-stage volatility, shifting priorities, and external skepticism about AI prospecting effectiveness. Best suited for those who thrive in ambiguous, fast-paced settings.

## Sources
1. [finny.com](https://finny.com/)
2. [LinkedIn – FINNY](https://www.linkedin.com/company/finnyai)
3. [Y Combinator – FINNY AI](https://www.ycombinator.com/companies/finny-ai)
4. [Built In – FINNY AI Workplace Perception](https://builtin.com/company/finny-ai/faq/workplace-perception)
5. [Business Wire – FINNY Launches Multi-Channel Campaigns (Aug 2025)](https://www.businesswire.com/news/home/20250806...)
6. [Business Wire – Intent Search Launch (Jun 2025)](https://www.businesswire.com/news/home/20250609...)
7. [Business Wire – Josh Brown Investment (Mar 2025)](https://www.businesswire.com/news/home/20250313...)
8. [InvestmentNews – FINNY Series A](https://www.investmentnews.com/finny-closes-17m-series-a...)

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