What are the responsibilities and job description for the Account Executive position at Otterbrook?
About the Company
Our client is a rapidly scaling wealth-technology platform that empowers financial professionals and their clients through a modern suite of tools, data, and client-experience solutions. The company is venture-backed by leading growth investors and supported by executives and operators from top global financial and technology institutions.
Recognized across the industry for innovation and excellence, the firm has earned multiple awards from respected fintech and wealth-management publications for its client experience, technology, and market leadership.
About the Role
As an Account Executive on the Platform Growth team, you’ll drive new-business acquisition within the independent advisory and wealth-management ecosystem. This is a full-cycle, hunter-focused sales role—building pipeline, prospecting into target firms, running demos, negotiating contracts, and managing smooth hand-offs to the post-sales team.
You’ll be on the front lines of growth, helping advisory firms modernize their operations and better serve their clients through cutting-edge technology and trusted partnerships.
Location: New York City (in-office, 5 days per week)
Reports to: VP of Sales
Level: Executive
You’re a Great Fit If You…
- Take pride in delivering a world-class client experience.
- Are a self-starter who thrives in fast-moving, high-impact environments.
- Love solving problems and improving systems, tools, and processes.
- Communicate clearly and confidently with diverse stakeholders.
- Are highly organized, proactive, and detail-oriented.
Why You’ll Love Working Here
- Fast-growing, well-funded company with a collaborative, startup feel.
- A culture of excellence—surrounded by high-performing peers who push each other to improve.
- Technology-driven environment where data and insights guide decisions.
- Competitive compensation and meaningful equity participation.
- Mission-driven focus on transparency, trust, and empowering clients.
- Leadership that values autonomy, initiative, and personal growth.
Key Responsibilities
- Identify and engage qualified prospects through outbound outreach.
- Conduct consultative conversations to understand business needs.
- Present tailored solutions and demos to prospective partners.
- Manage negotiations and contracts through to close.
- Ensure a seamless, trust-building transition to onboarding and account management teams.
Requirements
- 2–5 years of B2B sales experience, preferably in fintech, SaaS, or wealth-management sectors.
- Bachelor’s degree or equivalent professional experience.
- Familiarity with the RIA / wealth-advisory industry landscape.
- Strong communication, organizational, and time-management skills.
- Comfort working in a dynamic, office-based team environment.
- Growth mindset and adaptability to new technologies.
Compensation & Benefits
- Base Salary: $125,000 – $165,000 (depending on experience, skills, and education)
- Comprehensive health, dental, and vision coverage
- 401(k) with employer match
- Transit and wellness benefits
- 3 weeks paid time off
- Regular team lunches and office perks
- Opportunity to shape the culture and trajectory of a rapidly scaling organization
Salary : $125,000 - $165,000