Founding Account Executive

What You’ll Do

Lead Engagement & Client Acquisition

• Inbound Lead Engagement: Connect with prospective clients who reach out through Titan’s website, marketing channels, and referrals — offering a proactive and consultative introduction to Titan.
• Prospect Discovery: Hold initial conversations to understand financial goals, answer questions, and determine whether Titan’s offerings fit the prospect’s needs.
• Meeting Coordination: Schedule deeper advisory or onboarding conversations for qualified prospects with the appropriate Titan teams.
• Lead Nurturing: Re-engage individuals who have expressed interest but haven’t yet taken next steps, ensuring they remain informed and supported.

Pipeline Management & Operations

• Pipeline & CRM Management: Maintain organized, accurate records of all interactions and opportunities within Titan’s CRM, ensuring visibility and timely follow-ups.
• Performance Ownership: Track outreach, meetings, conversion rates, and other KPIs to consistently meet or exceed individual and team targets.
• Cross-Functional Collaboration: Sales & Marketing Partnership: Share insights on lead quality, common prospect questions, and messaging effectiveness to help refine outreach strategies.
• Client Growth Opportunities: Identify areas where Titan can provide additional value to clients and surface those opportunities to the appropriate internal teams.

Product & Industry Mastery

• Develop a deep understanding of Titan’s investment strategies, wealth advisory services, and planning tools.
• Stay current on trends in wealth management, fintech, and investment strategy to better support and educate prospective clients.

Required Experience

• 3+ years in direct sales, business development, or client acquisition.
• Energetic, personable communicator who builds trust quickly.
• Strong verbal and written communication skills; confident in outbound calls, presentations, and consultative conversations.
• Experience selling consumer-facing products or services; fintech, wealth management, or SaaS experience is a plus.
• Familiarity with financial planning or investment concepts; professional credentials (CFP, Series licenses, etc.) are helpful but not required.
• Highly organized, self-motivated, and target-oriented — comfortable managing a sales pipeline independently.
• Bachelor’s degree or equivalent practical experience.