Founding Account Executive
Founding Account Executive engages inbound leads, qualifies prospects, nurtures relationships, and manages sales pipeline to acquire clients for a wealth management platform. Requires 3+ years sales experience, strong communication, and familiarity with financial concepts.
About the job
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.
Skills
CRM, Salesforce, Sales Pipeline Management, Outbound Calling, Fintech, Wealth Management, Financial Planning, SaaS Sales, Consultative Selling, Lead Qualification
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