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Raleigh, United States WilsonHCG Full timeA region leading Security Integration organization is expanding and looking to bring on a talented SR Account Executive in the Raleigh metro area to add to their culture and success. This indvidual would responsible for initiating a launch in the RTP area. This is a firm with a strong industry brand presence and has a strong support system. This company has...
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Raleigh, NC, United States WilsonHCG Full timeA region leading Security Integration organization is expanding and looking to bring on a talented SR Account Executive in the Raleigh metro area to add to their culture and success. This indvidual would responsible for initiating a launch in the RTP area. This is a firm with a strong industry brand presence and has a strong support system. This company...
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Raleigh, NC, United States WilsonHCG Full timeA region leading Security Integration organization is expanding and looking to bring on a talented SR Account Executive in the Raleigh metro area to add to their culture and success. This indvidual would responsible for initiating a launch in the RTP area. This is a firm with a strong industry brand presence and has a strong support system. This company...
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Raleigh, NC, United States WilsonHCG Full timeA region leading Security Integration organization is expanding and looking to bring on a talented SR Account Executive in the Raleigh metro area to add to their culture and success. This indvidual would responsible for initiating a launch in the RTP area. This is a firm with a strong industry brand presence and has a strong support system. This company...
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Raleigh, NC, United States WilsonHCG Full timeA region leading Security Integration organization is expanding and looking to bring on a talented SR Account Executive in the Raleigh metro area to add to their culture and success. This indvidual would responsible for initiating a launch in the RTP area. This is a firm with a strong industry brand presence and has a strong support system. This company...
Sr. Account Executive
2 weeks ago
About AdvisorEngine:We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.AdvisorEngine technology creates a unified experience across financial advisors, clients, and business management personnel. While our journey is in the early phases, we’ve already started turning our vision into reality. We have already delivered a wealth management platform that enables financial advisors to deliver an engaging personalized client experience to drive growth and to operate at scale through smart automation. We have also completed four acquisitions and raised over $62 million in investor capital to help fuel our future growth. Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York If you are driven to create the future of financial advice, we’d love to hear from you.About this role: We are a growth driven company looking for an energetic and engaging Senior Account Executive (Sr. AE) to sell our wealth management technology and TAMP platform to RIAs, Broker Dealers and Banks. The ideal Sr. AE will have a track record of success managing deal cycles requiring prospecting, sales funnel management, sales presentations, product demonstrations, organizational skills, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management and turnkey asset management programs, is passionate about technology, has sold technical solutions, and can creatively sell solutions to prospects and clients. Responsibilities: Meet monthly sales goals by selling the company's wealth management and TAMP software solutions to Registered Investment Advisors, Independent Broker Dealers and BanksManage a robust sales funnel moving sales opportunities forward through consultative selling Utilize company CRM database to document prospective client behavior and feedbackConsult with clients on their internal processes and challenge leaders to drive change across their organization.Have a deep/expert understanding of our software platform and the ability to effectively demonstrate its features and compared to the competitive landscape. Required Skills & Experience: 5+ years of experience in financial servicesExperience selling wealth management, investment advisory and wealth technology solutionsWell-developed organizational skills, with attention to detailAbility to prioritize and maintain multiple client requestsAbility to describe and demonstrate the company’s solutions to potential clientsCommitment to provide an outstanding client experienceEffective and concise verbal and written communicatorFast learner with the ability to learn new technology and platforms both internally and in our competitive ecosystemEnthusiastic team-centric personalityDesire to learn, grow and be coachedTech savvy and proficient in both the Microsoft Office suite of products and G Suite Bachelor’s degree preferred
