Account Executive - Advisory Sales

March 11

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $60k - $106k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

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Nitrogen

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Nitrogen is a platform designed for financial advisors and wealth management firms to enhance client engagement and streamline business processes. The company offers a suite of tools, including the Riskalyze platform, which helps align client risk tolerance with investment proposals and portfolio management. Nitrogen focuses on building trust between advisors and clients by providing deep analytics, risk modeling, and seamless software integrations. With products such as the Marketing Center and Command Center, Nitrogen aids in portfolio monitoring, risk assessment, and client outreach, facilitating business growth and improving client satisfaction.

Investing • Risk Tolerance • Fintech • Advisor Solutions • Software

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. • Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. • We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and are the champions of the Fearless Investing Movement. • The Advisor Direct team is responsible for selling our SMB size advisory firms. • Average deal size will be between $3,000 and $4,000 and the average sales cycle will be 15-20 days. • The Nitrogen Account Executive team is responsible for growing, developing, educating, cultivating and closing new investment advisors as customers for the Nitrogen product. • Work closely together to make the technology disappear so that our customers can get back to what they’re good at: helping their clients.

🎯 Requirements

• A minimum of 2 plus years of experience selling solutions in Software as a Service (SaaS) or Fintech industry is required. • NICE TO HAVE: Experience in the Fintech or Wealth Management industry. • A hunter that thrives on top of funnel activities. • Strong ability to learn new technology and ramp quickly. • Relentless work ethic & strong commitment to exceeding your goal. • Strong time management, organization, and decision-making skills are critical. • A strong business aptitude with proven success of net new logo sales in a fast paced environment. • A self-starter, results driven, motivated and ambitious drive with a ‘can do’ attitude. • Strong and demonstrated written, verbal and presentation skills. • Work well in a high-energy, fast-paced and constantly changing environment. • Proactive work ethic – we’re not big on bureaucracy; we hold each other accountable and push ourselves to perform. • Adaptable – in an environment with much change, we can handle and do enjoy change.

🏖️ Benefits

• 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation. • Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money. • Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family. • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options! • Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members! • Discounted pet insurance available. Pets are family too!! • 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well. • 11 paid company holidays per year. Enjoy your time off; you deserve it! • Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up! • Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together. • Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.