Account Executive

Titan(2 months ago)

New York, NYOnsiteFull TimeSenior$75,000 - $150,000Investment Management

About this role

The Account Executive at Titan is responsible for expanding the client base through proactive outbound prospecting and engaging with inbound leads to convert interest into long-term relationships. This role requires managing sales pipelines, maintaining CRM records, and collaborating with sales and marketing teams to enhance outreach strategies. The ideal candidate will have over three years of experience in sales or business development, strong communication skills, and a solid understanding of wealth management and fintech trends.

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Required Skills

Account Executive
Client Acquisition
Outbound Prospecting
Inbound Lead Engagement
Prospect Discovery
Meeting Coordination
Lead Nurturing
Pipeline Management
CRM Management
Performance Tracking

+10 more

Qualifications

Bachelor's degree or equivalent practical experience
Professional credentials (CFP, Series licenses, etc.) are helpful but not required

About Titan

www.titan.com

Titan is a modern registered investment advisor (RIA) designed specifically for high-earning professionals. It provides a comprehensive platform that helps users manage their investing, taxes, retirement, and more, all in one place. With a focus on streamlined financial management, Titan aims to simplify the complexities of wealth management for its clients, ensuring they maximize their financial potential. The company leverages technology and personalized advice to empower users in achieving their financial goals.