{"id":1310771,"url":"https://alion.io/job/ipipeline-principal-account-executive-wealth","title":"Principal Account Executive (Wealth)","company":{"id":2379848,"name":"iPipeline","domain":"ipipeline.com","url":"https://alion.io/company/ipipeline","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"lead","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wayne, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":97000,"max_usd":228000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":998},"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-26T16:04:58Z","employer_posted_date":"2026-09-26","last_verified_at":"2026-10-20T13:11:29Z","board_verified":true,"closed_at":null,"days_open":23,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":23},"description":"Company Overview\nAs a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience - from proposal to commission- so they can help better secure the financial futures of their clients.\nAt iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.\nWe’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.\nCome join our team!\nAbout iPipeline\nFounded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows - from quote to commission - with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.\niPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.\nThis is an office-based position that could sit remote if outside an office location.\nResponsibilities\nJob Summary:\nThe Principal Account Executive operates as a senior enterprise seller responsible for the organization’s most complex high-impact opportunities or accounts. Operating with minimal oversight, this role shapes long-term customer or market strategies, influences internal stakeholders, and drives substantial business outcomes.\nIndustry Knowledge:\nPossesses advanced knowledge of the wealth management industry, including fintech innovation, digital advisory trends, and evolving regulations.\nDeeply familiar with how broker-dealers, RIAs, financial advisors, custodians, and TAMPs operate, how their business models are changing, and what pressures they face.\nUses this to zero in on the highest-value prospects and work through complex buying structures.\nHas a strong command of core broker-dealer workflows like account opening, advisory processes, and annuity order entry, and can pinpoint where clients struggle operationally and clearly explain how the Company's platform solves those problems.\nPulls together industry, channel, and product knowledge to build tailored deal strategies that speak directly to what each prospect cares about.\nDrives new business by turning deep expertise into clear, compelling reasons to buy.\nPipeline Development & Opportunity Creation:\nStrategically identify and pursue enterprise-level opportunities and new market entries with significant revenue impact.\nUse AI-driven insights to evaluate enterprise opportunity trends, assess deal and pipeline risk, and inform prioritization of high-impact pursuits and market entry strategies.\nCustomer Engagement & Relationship Management:\nLead advanced negotiations and commercial / financial deal structure. Build and sustain executive-level client relationships across enterprise organizations.\nSales Execution & Revenue Accountability:\nLead enterprise or multi-year sales pursuits with significant revenue impact.\nSolution Design & Value Creation:\nArchitect complex, customized solutions aligned with enterprise client transformation goals. Understand and articulate how the company solution integrates / complements a wider IT landscape.\nUse AI-enabled analysis to inform the design of complex, enterprise solutions by evaluating customer technology landscapes, transformation priorities, and value realization pathways.\nServe as an escalation point for complex customer situations.\nPipeline, Data, & Forecasting Management:\nProvide advanced forecasting and strategic deal insight to senior leadership.\nUse AI-enhanced analytics to stress-test pipeline assumptions and forecast reliability.\nCross-Functional Collaboration & Influence\nCollaborate with other Go To Market Team Members to create a \"One Account Strategy\" for each account. \nCoordinate product, legal, finance, implementation, and executive stakeholders. Influence roadmaps and priorities through customer insight.\nLeverage AI-based insights to synthesize customer feedback and market signals for internal teams.\nKnowledge Development, Leadership, & Organizational Impact:\nAct as a subject matter expert and internal advisor on complex sales and customer challenges.\nProvide strategic input and recommendations to sales and go-to-market strategy through enterprise customer insight, complex deal experience, and market observation\nExperience/Qualifications\nTypically requires 10+ years of enterprise or strategic sales experience\nAbility to align internal strategy to client outcomes\nAdvanced CRM and analytics proficiency to provide strategic insight, forecasting guidance, and advisory support to leadership\nAdvanced executive communication skills to influence and align senior stakeholders\nEnterprise sales expertise and advanced negotiation skills\nDemonstrated success leading complex, multi-stakeholder deals\nThought leadership and mentoring capability\nStrong financial and commercial acumen","description_format":"text","description_chars":6450,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","InsurTech"],"lifecycle":[{"event":"open","at":"2026-09-26T16:04:58Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":4,"green_card_filings_12m":0,"median_offered_wage_usd":127500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":31,"band":"fade","label":"Fading","p_open":1,"p_active":0.681,"p_room":0.45,"age_days":23,"expected_fill_days":12,"reasons":["conf:1","velocity","win:tail"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/ipipeline-principal-account-executive-wealth","json_url":"https://alion.io/job/ipipeline-principal-account-executive-wealth.json","meta":{"generated_at":"2026-10-20T15:56:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":18104,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2379848},"rest":"https://alion.io/mcp/rest/get_company?id=2379848"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fipipeline-principal-account-executive-wealth"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fipipeline-principal-account-executive-wealth"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fipipeline-principal-account-executive-wealth"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ipipeline-principal-account-executive-wealth\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fipipeline-principal-account-executive-wealth"}]}