Sr. Account Executive

AdvisorEngine • Raleigh, NC

39d

About The Position

We are a growth driven company looking for an energetic and engaging Senior Account Executive (Sr. AE) to sell our wealth management technology and TAMP platform to RIAs, Broker Dealers and Banks. The ideal Sr. AE will have a track record of success managing deal cycles requiring prospecting, sales funnel management, sales presentations, product demonstrations, organizational skills, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management and turnkey asset management programs, is passionate about technology, has sold technical solutions, and can creatively sell solutions to prospects and clients.

Requirements

• 5+ years of experience in financial services
• Experience selling wealth management, investment advisory and wealth technology solutions
• Well-developed organizational skills, with attention to detail
• Ability to prioritize and maintain multiple client requests
• Ability to describe and demonstrate the company’s solutions to potential clients
• Commitment to provide an outstanding client experience
• Effective and concise verbal and written communicator
• Fast learner with the ability to learn new technology and platforms both internally and in our competitive ecosystem
• Enthusiastic team-centric personality
• Desire to learn, grow and be coached
• Tech savvy and proficient in both the Microsoft Office suite of products and G Suite
• Bachelor’s degree preferred

Responsibilities

• Meet monthly sales goals by selling the company's wealth management and TAMP software solutions to Registered Investment Advisors, Independent Broker Dealers and Banks
• Manage a robust sales funnel moving sales opportunities forward through consultative selling
• Utilize company CRM database to document prospective client behavior and feedback
• Consult with clients on their internal processes and challenge leaders to drive change across their organization.
• Have a deep/expert understanding of our software platform and the ability to effectively demonstrate its features and compared to the competitive landscape.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees