Account Executive, Third Party Distribution

Responsibilities Develop and execute sales strategies to grow adoption of philanthropic technology platforms across RIAs, banks, and nonprofits
Build and manage a pipeline of prospects through outbound outreach and referral networks
Conduct consultative sales conversations and product demonstrations
Maintain regular communication with distribution partners to support engagement and retention
Conduct presentations and training sessions on philanthropic giving vehicles
Maintain accurate pipeline records in CRM
Requirements 5+ years of experience in financial services sales or wealth management
Track record of hitting revenue targets
Experience working with or selling to financial advisors, RIAs, or broker-dealers
Proficiency in CRM tools like Salesforce or HubSpot
Ability to travel up to 30-40% nationally
Dedicated home office workspace and reliable high-speed internet
Preferred Qualifications Knowledge of Donor Advised Funds or private foundations
Exposure to philanthropic technology platforms
Existing relationships within the RIA or broker-dealer space
Interest in earning financial planning or philanthropic designations

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