Account Executive, Third Party Distribution

The Account Executive, Third Party Distribution serves as a key member of the Philanthropic Services and Technology team, focusing on building relationships with financial advisors, RIAs, banks, and nonprofits. This role involves bringing Donor Advised Fund, private foundation, and philanthropic advisory capabilities to market while supporting existing clients and growing a book of business. The position requires a motivated professional who is intellectually curious about the intersection of structured charitable giving, wealth management, and mission-driven work.