Account Executive II

This position reports to our Westlake, OH office full-time for the initial probationary period and has a hybrid schedule after training.
JOB OVERVIEW

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.
RESPONSIBILITIES & DUTIES

Executes a sales plan and funnel
Makes outbound phone calls to leads with current and past interest
Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience
Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
Assists in completion of account open documentation
Maintains and grows relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicates how ETC’s solutions align with emerging client needs
Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy
Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintains accurate records and reporting to management
Creates leads using Salesforce and documents all interactions
Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently
Meets Sales objectives and business results as established by Sales Leadership
Obtains and follows up with referrals
Follows assigned work schedule with regular and predictable attendance
Perform other duties as assigned
QUALIFICATIONS

High School diploma or equivalent required
Bachelor’s degree preferred
Minimum one (1) year of sales experience preferred
Proven track record of meeting or exceeding sales targets
Willingness to travel (client meetings, industry conferences)
In-person interaction that includes actively collaborating with colleagues and participating in team or company meetings
PROFESSIONAL CERTIFICATIONS

None required.
TECHNICAL SKILLS

Intermediate level proficiency in Microsoft Office
Comfort and fluency with technology platforms; ability to understand online tools and digital client experience
CULTURAL COMPETENCIES

Attention to Detail
Time Management
Written and verbal communication
Organizing
PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

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