Financial Services Expert
6 days ago
As a Sales Executive at Betterment, you will play a vital role in driving revenue growth within the advisor custody space. You will be responsible for identifying, engaging, and closing new business with RIAs and financial advisory firms within the Pacific Northwest territory of the United States.
This is an excellent opportunity to join a dynamic team and contribute to the company's success. We offer a competitive compensation package, including a salary range of $112,000 - $150,000 (dependent on experience and performance).
**Responsibilities**:
- Identify and pursue new sales opportunities with RIAs, financial advisors, and wealth management firms within the West region.
- Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions' custody solutions.
- Stay up-to-date on trends and regulatory changes in the advisor custody space, with a particular focus on the needs and challenges of RIAs and financial advisors in the West.
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