Series 7 Licensed Account Executive

Job Summary

To support rapid growth, the full-time remote Series 7 Licensed Account Executive will manage the full sales cycle, focusing on revenue growth and client relationships within the fintech and financial services sectors across the United States.

Key responsibilities:

• Own the full sales cycle from outbound prospecting through contract negotiation and closing
• Build and manage a healthy pipeline through various outreach methods and strategic partnerships
• Develop relationships with key decision-makers at fintechs, broker-dealers, and other financial institutions

Required qualifications:

• 3+ years of experience in sales at clearing broker-dealers or selling technology solutions to advisors
• Proven track record of achieving sales targets and driving business growth
• Strong relationships within the US investment advisory and broker-dealer industries
• Experience managing multi-stakeholder sales cycles involving various buyer types
• Must have Series 7 license