Account Executive

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.