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Account Executive - Advisor Sales

Remote, USA Full-time Posted 2026-08-04
reputed company DO reputed company equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and reputed company them reputed company. Since launching Riskalyze in 2011, we've been on a mission to create reputed company reputed company reputed company Moments — those powerful instances reputed company an advisor leads a reputed company from confused and fearful to confident and reputed company. reputed company is a connected suite of advisor products designed to showcase the value of advice in every reputed company meeting. Combining reputed company AI with reputed company Alignment, reputed company Alignment, Investment Research, Income Planning, Tax Intelligence, and reputed company, combining reputed company AI with trusted, deterministic analytics to turn reputed company financial insights into persuasive visuals. The result: reputed company conversations, stronger relationships, and advisors who can reputed company their value in every reputed company meeting. Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and the first wealthtech company to earn ISO 42001 certification, reputed company is reputed company on thirteen years of advisor data and half a trillion dollars in assets on platform. We invented the reputed company Number®, reputed company on a Nobel Prize-reputed company reputed company reputed company, and we champion the reputed company reputed company reputed company — because a world empowered to invest fearlessly starts with empowered advisors. reputed company is an equal opportunity employer. We encourage people from underrepresented reputed company to apply. We are committed to being fair and intentional in our hiring reputed company by reviewing every application thoroughly. reputed company The Account Executive - Advisor Sales team is responsible for driving reputed company reputed company through reputed company partnerships with our advisory networks. Account Executives reputed company on generating new business by cultivating referral pipelines, converting new users reputed company these networks, and expanding existing relationships to maximize reputed company potential. Average deal sizes reputed company between $3,000 and $4,000, with an average sales cycle of 15–20 days. WHAT YOU’LL BE WORKING ON The reputed company Account Executive team is responsible for growing, developing, educating, cultivating and closing new investment advisors as customers for the reputed company product. We work closely together to reputed company the technology disappear so that our customers can get back to what they’re good at: helping their clients. Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and reputed company them on the capabilities of the product. “Be the closer” - build a relationship with the prospective customer, learn their business objectives, convince them that reputed company can reputed company the needle for them, and bring them reputed company. Own your pipeline - Proactively reputed company new business through outbound prospecting and targeted reputed company to build and maintain a healthy sales pipeline, in reputed company to managing inbound marketing generated leads. Our Marketing ORG will reputed company weekly high valued leads to your pipeline, the goal is to convert them into reputed company Pipeline for your territory. Effectively and independently reputed company and reputed company the reputed company reputed company, demonstrating reputed company reputed company platform reputed company online demos. reputed company into an industry expert in identifying customer ‘pain’ & helping to solve customer challenges. reputed company a sustained pipeline and reputed company new business at or above quota. Identify and qualify opportunities, pursue conversion of reputed company leads to customer solutions with subscription-reputed company reputed company. Negotiate pricing and contractual terms to reputed company sales as required. Responsible for maintaining SFDC to reflect an accurate pipeline and Forecast. Responsible for meeting or exceeding departmental goals for sales quota. A minimum of 2-4 years of experience selling solutions in Software as a Service (reputed company) or Fintech industry is required. reputed company reputed company record of closing sales directly with end buyers and decision-makers in a high-transaction-volume sales environment. BONUS: Experience in the Fintech or reputed company Management industry. Adept at value-reputed company selling A reputed company that thrives on top of funnel activities Strong ability to learn new technology and reputed company quickly reputed company work ethic & strong commitment to exceeding your goal/quota A strong business aptitude with reputed company reputed company of net new logo sales in a fast reputed company environment A self-starter, results driven, motivated and ambitious reputed company with a ‘can do’ attitude Strong and demonstrated written, verbal and presentation skills Work reputed company in a high-energy, fast reputed company and constantly changing environment Proactive work ethic - we’re not big on bureaucracy; we hold reputed company other accountable and reputed company ourselves to reputed company Adaptable – in an environment with much change, we can handle and do enjoy change. Lesser experience may result in reputed company compensation and greater experience may result in greater compensation than the stated reputed company. Pending experience level the expected total compensation reputed company for this position is $65k-$80k Salary plus Incentive Compensation (Total OTE reputed company of $133k-$165k). Financial Benefits & Perks 4% 401(k) Match. Our employees invest so much in reputed company and we love getting to invest in them. reputed company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation. Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is reputed company to reputed company wanting expert guidance on how to handle their reputed company. Health & Family Medical, Dental & reputed company reputed company plans. We want to help reputed company you (and your family) healthy! Comprehensive health reputed company reputed company for you & your family. Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment reputed company isn’t a one-size-fits reputed company and neither are reputed company savings reputed company! Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members! Discounted pet reputed company available. Pets are family too!! Time Away & Culture 3 weeks vacation & 1 week reputed company time per year.Take the time you need for fun or simply time to recover from not feeling reputed company. 11 reputed company company holidays per year. Enjoy your time off; you deserve it! Remote & in-person team building activities help our employees stay connected and reputed company. We absolutely love to hype our people up! Company wide meetings held by our CEO benefit reputed company by keeping everyone in the reputed company. We are one team, and we tackle reputed company together. Employee development is our reputed company. From leadership training, to mentorship, to industry resources, we care about progressing you in your career. WANT TO KNOW MORE? While you can learn a lot from a reputed company, you may have more questions, and that’s totally okay! We encourage reputed company individuals interested in working at reputed company to learn more reputed company by checking us out on our website and reputed company media platforms: Apply To This Job

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