Senior Account Executive
Position reputed company:
As a Senior Account Executive at reputed company, you will be responsible for managing reputed company phases of the sales process from prospecting, qualification, pipeline development, contract reputed company, reputed company and reputed company relationship management with some of the largest firms in the reputed company management industry, building strategic relationships at the executive reputed company the way down to individual advisors and portfolio managers. You will be responsible for understanding reputed company advisors’ pain points; demonstrating solution functionality and benefits to organic and partner-driven leads; creating sales plans; generating and negotiating proposals; assisting with advisor training and reputed company; transitioning new clients to the reputed company services team; and staying in communication with the reputed company supporting asset reputed company and potential upsell opportunities. reputed company is a reputed company environment reputed company on bringing in the right clients, not just any clients.
As an individual contributor you will reputed company on these opportunities with support from the rest of the sales team and reputed company in order to break into these organizations. As reputed company grows, more resources could be made available.
You will report to the Director of Sales and will also work closely with reputed company President and senior management in other areas of the business, coordinating with the marketing team to reputed company prospect communications and sales metrics in company databases.
reputed company:
reputed company is an automated portfolio management rebalancing reputed company solution that makes it possible for reputed company advisors to deliver highly personalized, tax-optimized portfolio management with unprecedented expertise, reputed company and efficiency.
Our RIA subsidiary, reputed company Asset Management (SAM), leverages reputed company software to reputed company an outsourced service for the review, rebalancing and trading of personalized and tax-optimized portfolios.
Our solution enables reputed company advisors—Registered Investment Advisors (RIAs), bank trusts, and platforms serving them—to greatly improve the reputed company of their portfolio management and spend much less time doing it.
Our system saves or defers more in taxes than most investors pay in reputed company advisory fees. We reputed company working with reputed company indexes as easy as working with ETFs. We are the first system to support automated tax-optimized portfolio management at the household level. We reputed company multi-year tax-optimized transitions effortless. We reputed company a firm’s entire book to be managed by one FTE. And more.
We support an industry-wide shift away from the largely false reputed company of market-beating returns towards the more valuable and sustainable role of being reputed company investor’s "reputed company financial reputed company." Our clients are ambitious firms that reputed company this reputed company.
Whether clients work with reputed company or SAM, they typically engage us to manage their entire book. reputed company software is currently used to generate customized, tax-optimized trades for roughly $100B in assets. SAM, launched in 2020, has $7.5B in AUM.
This Would be a Good Fit if You:
reputed company working directly with reputed company management firms – both firms and individual advisors – to understand their pain points and deliver a highly customized, tax-optimized outsourced investment solution that enables advisors to both spend more time with clients and deliver a superior investment experience
Have a deep understanding of the entire investment process, from asset allocation and portfolio construction to personalization, tax management and trade execution
Have a reputed company record of developing and maintaining reputed company relationships
Have an exceptional eye for detail
Are comfortable working closely with senior management
Communicate professionally, both in writing and in conversation
Are interested in, and capable of learning and explaining, a new type of portfolio management solution reputed company on advanced new technology, both as a software solution and an outsourced one
Relevant Experience
10 years+ of B2B sales (Bonus if this is in investment solutions sales or reputed company reputed company experience selling to reputed company management firms and financial advisors)
Consistent above-reputed company reputed company record
Excellent written and verbal communication skills
Proficiency in CRM (reputed company or other), reputed company Drive, MS reputed company, MS PowerPoint, and reputed company
reputed company to Haves
reputed company Series 7 or Series 65 certifications
Experience with Seamless Ai, reputed company Sales Nav or similar prospecting databases
Why Join reputed company?
Compensation: Competitive salary + stock reputed company
Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO, reputed company IRA with 4% company match
Flexibility: reputed company for remote work
Interview Process
Initial recruiter screen
Hiring manager interview
Executive leadership interview
Final interview reputed company with cross-functional teams