Account Executive

Principal Responsibilities

• Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
• Interact with key clients to understand and resolve complex issues related to the platform
• Partner with our relationship management team to develop a coverage strategy for existing client relationships
• Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
• Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
• Collaborate on the development of product and functional strategy for Flourish
• Willingness to travel for sales pitches and conferences (50-75% travel)
• Stay current on general trends in the financial industry, and specifically within wealth management
• Maintain excellent communication with internal Flourish stakeholders
• Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

Minimum Qualifications

• Bachelor's degree or equivalent experience
• 4+ years of related experience
• Either have a Series 7 or willingness to get a Series 7 within 90 days of joining

Preferred Qualifications

• Experience in financial or fintech sales
• Experience working as part of a fast-moving team with minimal guidance
• Highly comfortable with technology, both personally and professionally
• Excellent written and verbal communications, both internally and externally
• Strong problem solver and creative, independent thinker
• Energetic, positive and charismatic
• Experience selling to wealth managers or experience at a wealth management firm
• Experience working with RIAs strongly preferred

Base Salary Range: $131,100 - $172,000 plus bonus