Account Executive

About the role

As an Account Executive, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manage client conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization or business development team.

Responsibilities

• Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
• Interact with key clients to understand and resolve complex issues related to the platform
• Partner with our relationship management team to develop a coverage strategy for existing client relationships
• Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
• Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
• Collaborate on the development of product and functional strategy for Flourish
• Willingness to travel for sales pitches and conferences (50-75% travel)
• Stay current on general trends in the financial industry, and specifically within wealth management
• Maintain excellent communication with internal Flourish stakeholders
• Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

Requirements

• Bachelor's degree or equivalent experience
• 4+ years of related experience
• Either have a Series 7 or willingness to get a Series 7 within 90 days of joining

Qualifications

• Highly comfortable with technology, both personally and professionally
• Excellent written and verbal communications, both internally and externally
• Strong problem solver and creative, independent thinker
• Energetic, positive and charismatic
• Experience selling to wealth managers or experience at a wealth management firm
• Experience working with RIAs strongly preferred

Skills

• Excellent communication skills
• Ability to manage multiple tasks simultaneously
• Strong analytical and problem-solving skills
• Ability to build and maintain strong client relationships
• Knowledge of financial and fintech industry trends

Benefits

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees. Base Salary Range: $131,100 - $172,000 plus bonus

Pay

Base Salary Range: $131,100 - $172,000 plus bonus

Schedule

Willingness to travel for sales pitches and conferences (50-75% travel)