Account Executive
The Opportunity
We're partnering with a fast‑growing wealth technology company building modern financial products for independent advisory firms. Demand from registered investment advisors is accelerating as the platform expands across multiple product lines, and the business is scaling rapidly to support continued growth.
This role is ideal for a full‑cycle Account Executive who enjoys consultative selling, values long‑term client relationships, and wants real ownership over deals and outcomes in a regulated, relationship‑driven market.
The Role
As an Account Executive focused on advisory firm clients, you will be responsible for managing the entire sales process from initial conversations through contract execution and supporting successful onboarding and adoption in partnership with internal relationship teams.
This is not a transactional or single‑product sales role. Success is driven by credibility with advisors, thoughtful discovery, and the ability to guide firms through platform‑level decisions that impact how they operate and serve clients.
What You'll Be Doing
- Own and manage the full sales cycle for advisory firm prospects, from sourcing and discovery through close
- Lead consultative conversations focused on firm workflows, client needs, and platform value
- Work with a mix of smaller advisory practices and more complex, multi‑advisor firms with longer decision cycles
- Partner closely with marketing and relationship management teams to support onboarding and adoption post‑close
- Maintain accurate pipeline management and forecasting using CRM tools
- Represent the company at conferences and in‑person client meetings
- Share market and client feedback internally to inform product and go‑to‑market strategy
Requirements
- 4+ years of experience in fintech, financial services, or wealth management sales
- Proven experience selling to RIAs, wealth managers, or advisory firms
- Comfort owning deals end‑to‑end, including sourcing opportunities when needed
FAQs
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