11 дней назад
Growth Account Executive (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Growth Account Executive (Fintech): Driving advisor activation from registration to five managed-asset clients through high-value onboarding, structured meetings, outbound engagement, and commercial negotiations with an accent on consultative selling and pipeline ownership. Focus on creating urgency with Challenger and SPIN methodologies, accelerating 90–120-day adoption, and closing committed-asset upsell opportunities.
Location: New York, New York, United States; hybrid in-office Tuesday through Thursday, work from home Monday and Friday
Compensation: $125,000–$175,000 OTE
Company
is a fintech company providing a software platform that helps financial advisors manage clients’ 401(k) and other retirement plan accounts through personalized strategies.
What you will do
- Guide new advisors through onboarding and help them reach five clients with managed assets on the platform.
- Lead structured meetings and asynchronous calls that drive immediate advisor activity.
- Create urgency and constructive tension using Challenger and SPIN sales methodologies.
- Own and manage a named pipeline of advisors and advisor teams across different firm segments.
- Track activation milestones and spend approximately 25% of working time on outbound engagement.
- Identify, negotiate, and close committed-asset upsell opportunities from the SMB customer pipeline.
Requirements
- 3+ years of experience in consultative or solutions selling, business development, or external relationship building.
- Proven success as an individual contributor in sales.
- Strong verbal and written communication skills, including the ability to lead challenging conversations and influence decision-makers.
- Basic understanding of financial services, RIA and broker-dealer models, retirement plans, and 401(k) accounts.
- High-energy, proactive approach focused on service quality and commercial outcomes.
- Ability to work in a hybrid schedule in New York, with office attendance Tuesday through Thursday.
Nice to have
- Familiarity with Challenger or SPIN selling methodologies.
Culture & Benefits
- Collaborative, collegial work environment with frequent team events.
- Equity grant participation for new hires.
- Comprehensive health insurance with multiple plan options.
- 401(k) with employer match and access to a retirement advisor.
- Paid parental leave, family-planning reimbursement, professional development support, stocked kitchen, and lunch reimbursement.
- Five weeks per year of work-from-anywhere flexibility.
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