Account Executive, US Financial Institutions

We are seeking a dynamic and driven Account Executive to join our Sales team to cover introducing brokers and investment advisors in the United States. The ideal candidate will have a proven track record in sales who has worked for US clearing firms in the past and will have a strong understanding of the financial services industry. This role requires a proactive approach to building and maintaining client relationships, aggressively identifying new business opportunities, and delivering exceptional service to our clients.

• Work with amazing team members who have built a clearing firm from the ground up with its own proprietary technology.
• Lead to identify and create new business opportunities in the US brokerage clearing market supported by the industry’s latest technology stack.
• Manage the entire sales cycle from prospecting to closing deals working closely with product, operations, and partner enablement teams.
• Conduct market research to stay informed about industry trends and competitor activities as well as contribute to the product roadmap

• Minimum of 2 years of experience in sales at Clearing Broker Dealers.
• Strong relationships within the US investment advisory and broker-dealer industries.
• Proven track record of achieving sales targets and driving business growth.
• Excellent communication, negotiation, and presentation skills.
• Ability to build and maintain strong client relationships.
• Highly motivated, goal-oriented, and able to work independently.
• Must have Series 7(Series 24/63/65 licenses preferred)

• Proficiency with HubSpot or other comparable CRM software.
• Series 24/63/65 licenses