Account Executive

April 30

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ESG • ESG analysis tool • ESG tool for financial advisors • values-based investing • portfolio research

2 - 10

Description

• Expand client base through sales to RIAs • Develop relationships with clients • Collaborate with teams to create outreach strategies • Travel to conferences to network and promote offerings • Meet and exceed sales targets • Manage full sales cycle • Provide ongoing client support

Requirements

• 4-6 years of experience serving wealth management industry • Proven track record in sales to RIAs or financial institutions • Outgoing personality with excellent communication skills

Benefits

• Generous PTO • Freedom to choose tools and approach • Impactful work from day one