Account Executive

Posted 20 Days Ago
Easy Apply
Be an Early Applicant
3 Locations
In-Office
Senior level
Fintech • Machine Learning • Professional Services • Software • Financial Services
Range is the fast, flexible, holistic wealth management platform reinventing the industry.
The Role
This role involves hosting demos, building client relationships, meeting sales targets, managing the sales pipeline, and staying updated on industry trends.
Summary Generated by Built In

Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.

Backed by Google's Gradient Ventures and Cathay Innovations, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together

About the role

We’re looking for a motivated and personable individual to join our Account Executive team.  Account Executives build trust with potential members by showcasing the platform's value and educating them on the benefits of Range.

We're excited to hire this role at Range's Headquarters in McLean, VA, or one of our hub locations in New York City, or Seattle. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation options as part of your journey to joining us.

What you’ll do with us
  • Host demo presentations with potential members

  • Build and maintain strong client relationships

  • Meet or exceed monthly sales targets

  • Manage and maintain a healthy sales pipeline and deal status

  • Develop a deep understanding of products and services

  • Stay updated on industry trends

What will set you apart
  • 5+ years in direct sales capacity

  • Have an energetic, outgoing, and friendly demeanor

  • Excellent verbal and written communication skills; the ability to call, connect and interact with anyone

  • Previous experience selling into consumers

  • Previous experience selling a SaaS product

  • Previous experience in FinTech or WealthTech or Wealth Management Industry

  • SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred

  • Bachelor’s degree or equivalent experience

Benefits
  • Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage

  • 401(k): Retirement savings program to support your future

  • Paid Time Off: time to reset and recharge + most federal holidays

  • Parental Leave: Comprehensive leave policy for growing families

  • Meals: Select meals covered throughout the week

  • Fitness: Monthly movement stipend

  • Equity & Career Growth: Early exercise eligibility and a strong focus on professional development

  • Annual Compensation Reviews: Salary and equity refreshes based on performance

  • Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

Top Skills

SaaS
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The Company
HQ: McLean, VA
40 Employees
Year Founded: 2021

What We Do

Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that their money is working for them.

Range’s team includes visionary engineers with experience at Amazon, Google, and Citi, among others. That’s rarity in the RIA (registered investment advisor) world.

Why Work With Us

We are disrupting the traditional wealth management industry, starting with a strong foundation of industry leaders. We’ve recruited the best creative minds to simplify complex problems. We are building Range like a professional sports team focused on winning, execution, recovery, growth and development. Think you have what it takes?

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