You haven't searched anything yet.
As an Account Executive, you will play a crucial role in expanding our client base by focusing on sales to Registered Investment Advisors (RIAs). We're a small, remote-first team that values curiosity, integrity, and diversity. You'll have lots of freedom to choose your tools and approach, and your work will have a major impact on the business from your first day forward.
Responsibilities:
- Proactively reach out to RIAs and introduce them to YourStake's platform
- Develop and maintain strong relationships with prospective and existing clients, understanding their unique needs and demonstrating how YourStake can add value to their business
- Collaborate with the sales and marketing teams to create targeted outreach strategies and campaigns
- Travel to industry conferences and events to network with potential clients and promote YourStake's offerings
- Consistently meet and exceed sales targets and contribute to the overall growth of the company
- Manage the entire sales cycle, from initial outreach to contract negotiation and closing deals
- Provide ongoing support to clients, ensuring their satisfaction and long-term success with YourStake's platform
Requirements:
- 4-6 years of experience serving the wealth management industry, specifically in a sales role with Advisors
- Proven track record of successfully selling to RIAs or other financial institutions
- Outgoing, people-oriented personality with excellent communication and interpersonal skills
- Strong understanding of the RIA landscape and the unique challenges they face
- Ability to travel frequently to attend ~a dozen conferences around the USA annually, to meet with prospective clients
- Self-motivated and results-driven, with a passion for sustainable investing and making a positive impact
- Exceptional negotiation and closing skills, with the ability to navigate complex sales cycles
- Experience managing and growing a portfolio of clients, ensuring their long-term success and satisfaction
- Bachelor's degree in business, finance, or a related field
To apply, please submit your resume and a cover letter highlighting your relevant experience and why you are excited about this opportunity at YourStake.
Full Time
$106k-141k (estimate)
05/01/2024
06/29/2024
yourstake.org
Brooklyn, NY
The following is the career advancement route for Account Executive positions, which can be used as a reference in future career path planning. As an Account Executive, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Executive. You can explore the career advancement for an Account Executive below and select your interested title to get hiring information.