About the Firm
An end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service.
About the Role As an Account Executive on the Platform Growth team, your primary responsibility will be to outbound prospect our target ICP firms to join the Referral Program and adopt the Platform as part of their tech stack. This is a hunter sales role, full cycle, building pipeline, conducting demos, and handling contract negotiations and closing.
You’ll play a crucial role in spearheading our new business efforts, helping RIAs serve their clients more efficiently and deliver greater value.
Requirements: 2-5 years of experience in sales Bachelor’s Degree Strong understanding of the RIA industry landscape and the problems we are solving for them.
About the Role As an Account Executive on the Platform Growth team, your primary responsibility will be to outbound prospect our target ICP firms to join the Referral Program and adopt the Platform as part of their tech stack. This is a hunter sales role, full cycle, building pipeline, conducting demos, and handling contract negotiations and closing.
You’ll play a crucial role in spearheading our new business efforts, helping RIAs serve their clients more efficiently and deliver greater value.
Requirements: 2-5 years of experience in sales Bachelor’s Degree Strong understanding of the RIA industry landscape and the problems we are solving for them.