Account Manager (Fintech)

TL;DR

Account Manager (Fintech): Driving sales efforts by engaging potential clients, qualifying leads, and managing the sales pipeline for an AI-powered wealth management platform with an accent on lead qualification and CRM management. Focus on converting inbound inquiries into qualified appointments and optimizing the sales funnel for the advisory team.

Location: On-site in McLean, VA or New York City. Relocation options can be discussed.

Company

AI-powered wealth management platform backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners.

What you will do

• Engage with inbound leads from the website, ads, referrals, and other channels.
• Qualify prospects' financial needs to determine if they are a good fit for the services.
• Schedule meetings between qualified prospects and the sales team.
• Re-engage warm leads who have expressed interest but not yet booked a meeting.
• Maintain accurate records of all interactions in Salesforce and Outreach.
• Collaborate with Sales and Marketing to refine messaging and outreach strategies.

Requirements

• 1-3 years of experience in sales, business development, or a client-facing role.
• Strong communication and interpersonal skills with the ability to build rapport quickly.
• High level of organization, time management, and attention to detail.
• Must be based in or be able to relocate to McLean, VA or New York City.
• Interest in financial services, wealth management, or related fields.

Nice to have

• Experience using CRM tools like Salesforce and Outreach.
• Professional designations such as SIE, Series 7, Series 65, Series 66, or CFP.

Culture & Benefits

• 100% employer-covered medical insurance for employees, plus dental and vision coverage.
• 401(k) retirement savings program.
• Paid time off and most federal holidays.
• Equity opportunities with early exercise eligibility.
• Perks including covered weekly meals and a monthly fitness stipend.
• Unique Boomerang Program allowing employees to leave to start a company and return within 6 months.