Account Executive
Own the full sales cycle for institutional brokerage infrastructure, selling Alpaca’s Broker API to fintechs and financial institutions across the United States. The role requires at least three years of relevant enterprise sales experience, Series 7 licensing, and strong consultative and pipeline-management skills.
About the job
Responsibilities
- Own the full sales cycle from outbound prospecting through contract negotiation and close.
- Build and manage pipeline through outbound outreach, referrals, conferences, partnerships, networking, and inbound opportunities.
- Drive new revenue for the institutional Broker API business across the United States.
- Develop relationships with decision-makers at fintechs, broker-dealers, RIAs, wealth managers, banks, and other financial institutions.
- Understand prospects’ business objectives and technical requirements to position solutions effectively.
- Deliver product demonstrations, business presentations, and commercial proposals.
- Collaborate with Solutions Engineering, Product, Integrations, Marketing, Customer Success, and Legal.
- Maintain accurate pipeline data, forecasts, and account activity in Salesforce or another CRM.
- Refine sales messaging using market feedback, customer insights, and competitive intelligence.
- Represent the company at conferences, customer meetings, and networking events.
Requirements
- 3+ years of experience selling technology or financial services solutions to broker-dealers, RIAs, wealth management firms, or other financial institutions.
- Proven record of achieving sales targets and driving business growth.
- Experience building trusted relationships with financial institutions.
- Experience managing complex, multi-stakeholder enterprise sales cycles involving business, operations, compliance, legal, and technical stakeholders.
- Strong consultative selling, negotiation, relationship-building, communication, organization, pipeline management, and forecasting skills.
- Ability to work independently in a globally distributed remote environment.
- Entrepreneurial mindset with strong accountability.
- Series 7 license.
Nice-to-haves
- Experience selling APIs, developer platforms, or financial infrastructure products.
- Familiarity with brokerage, securities trading, wealth management, or capital markets.
- Experience with startups or high-growth technology companies.
- Existing network in the US fintech ecosystem.
- Proficiency with HubSpot, Salesforce, or a comparable CRM.
- Series 24, 63, or 65 licenses.
Compensation and Benefits
- Competitive salary and stock options.
- Health benefits.
- One-time USD $500 home-office setup payment.
- USD $150 monthly stipend via a Brex Card.
Skills
Salesforce, HubSpot, Broker Api, Consultative Selling, Enterprise Sales, Pipeline Management, Forecasting, Negotiation, Series 7
Similar jobs
Account Executive jobs
Tremendous
United States
Own enterprise sales across the higher education vertical, winning new university customers and expanding accounts across research, recognition, and stipend use cases. The role requires 4–6 years of SaaS sales experience, quota attainment, self-sourced pipeline generation, and comfort with complex multi-stakeholder buying cycles.
GameChanger
United States
Own the full sales cycle for GameChanger’s basketball and diamond-sports growth, from outbound prospecting through close, while helping establish a scalable sales motion. Requires 3+ years of quota-carrying B2B or B2B2C experience, CRM proficiency, and knowledge of relevant sports markets.
Spade
New York, NY
Own the full sales cycle for Spade’s banking and credit union customers, from prospecting through close, while developing strategic accounts and positioning technical data products. Requires 4+ years of experience, quota-carrying sales expertise, and familiarity selling into financial institutions.
Stedi
United States
Account Executive responsible for hunting and closing high-volume SMB opportunities among U.S. healthcare providers. Requires 3–6 years of quota-carrying sales experience, healthcare provider relationships, B2B SaaS expertise, and strong pipeline execution.
Square
Pittsburgh, PA
Territory Account Executive responsible for building pipeline, conducting in-person demos, and closing full-cycle sales across Square’s software and hardware ecosystem. Requires 3+ years of field closing experience, business development skills, Salesforce proficiency, and reliable transportation.