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Account Executive
White Plains, NYMarch 25th, 2026
About the FirmAn end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. About the RoleAs an Account Executive on the Platform Growth team, your primary responsibility will be to outbound prospect our target ICP firms to join the Referral Program and adopt the Platform as part of their tech stack. This is a hunter sales role, full cycle, building pipeline, conducting demos, and handling contract negotiations and closing.You’ll play a crucial role in spearheading our new business efforts, helping RIAs serve their clients more efficiently and deliver greater value.Requirements:2-5 years of experience in salesBachelor’s DegreeStrong understanding of the RIA industry landscape and the problems we are solving for them.
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