Account Executive
2 weeks ago
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.
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