About Titan
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
Titan is seeking a driven and personable Account Executive to help expand our client base. You’ll be on the front lines engaging prospective clients, guiding them through their first interactions with Titan, and converting interest into long-term relationships. Your work will directly shape Titan’s growth and the client experience.
What You’ll Do
Lead Engagement & Client Acquisition
Outbound Prospecting: Proactively identify and engage high-potential prospects through targeted outreach, building new client relationships from the ground up.
Inbound Lead Engagement: Connect with prospective clients who reach out through Titan’s website, marketing channels, and referrals — offering a proactive and consultative introduction to Titan.
Prospect Discovery: Hold initial conversations to understand financial goals, answer questions, and determine whether Titan’s offerings fit the prospect’s needs.
Meeting Coordination: Schedule deeper advisory or onboarding conversations for qualified prospects with the appropriate Titan teams.
Lead Nurturing: Re-engage individuals who have expressed interest but haven’t yet taken next steps, ensuring they remain informed and supported.
Pipeline Management & Operations
Pipeline & CRM Management: Maintain organized, accurate records of all interactions and opportunities within Titan’s CRM, ensuring visibility and timely follow-ups.
Performance Ownership: Track outreach, meetings, conversion rates, and other KPIs to consistently meet or exceed individual and team targets.
Cross-Functional Collaboration
Sales & Marketing Partnership: Share insights on lead quality, common prospect questions, and messaging effectiveness to help refine outreach strategies.
Client Growth Opportunities: Identify areas where Titan can provide additional value to clients and surface those opportunities to the appropriate internal teams.
Product & Industry Mastery
Develop a deep understanding of Titan’s investment strategies, wealth advisory services, and planning tools.
Stay current on trends in wealth management, fintech, and investment strategy to better support and educate prospective clients.
Required Experience
3+ years in direct sales, business development, or client acquisition.
Energetic, personable communicator who builds trust quickly.
Strong verbal and written communication skills; confident in outbound calls, presentations, and consultative conversations.
Experience selling consumer-facing products or services; fintech, wealth management, or SaaS experience is a plus.
Familiarity with financial planning or investment concepts; professional credentials (CFP, Series licenses, etc.) are helpful but not required.
Highly organized, self-motivated, and target-oriented — comfortable managing a sales pipeline independently.
Bachelor’s degree or equivalent practical experience.
Top Skills
What We Do
Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City's Greenwich Village, we're building the Wall Street firm of the future.
We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to.
By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management.
The vision? To build the last wealth platform this generation will ever need.
We're selective with who we choose to bring onto the team. If you're not just dreaming of the future, but actively creating it, you belong with us. We'd love to meet you.
Disclosures:
Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Brokerage services are provided to Titan Advisory Clients (“Clients”) by Titan Global Technologies LLC and Apex Clearing Corporation, both SEC-registered broker-dealers.
The description of Titan as ‘the Amex of Wealth Management’ is an opinion expressed independently by clients in September 2024, referring to our membership benefits. The clients were not paid by Titan. The statement does not imply any official endorsement or affiliation, nor is it representative of all client opinions. All statements are for informational purposes only.
All investing involves risk. Not investing advice, no guarantee of future results. See disclosures at titan.com/disclosures.
