About AdvisorEngine:
We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.
AdvisorEngine technology creates a unified experience across financial advisors, clients, and business management personnel. While our journey is in the early phases, we’ve already started turning our vision into reality. We have already delivered a wealth management platform that enables financial advisors to deliver an engaging personalized client experience to drive growth and to operate at scale through smart automation. We have also completed four acquisitions and raised over $62 million in investor capital to help fuel our future growth.
Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York If you are driven to create the future of financial advice, we’d love to hear from you.
About this role:
We are a growth driven company looking for an energetic and engaging Senior Account Executive (Sr. AE) to sell our wealth management technology and TAMP platform to RIAs, Broker Dealers and Banks. The ideal Sr. AE will have a track record of success managing deal cycles requiring prospecting, sales funnel management, sales presentations, product demonstrations, organizational skills, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management and turnkey asset management programs, is passionate about technology, has sold technical solutions, and can creatively sell solutions to prospects and clients.
Responsibilities:
- Meet monthly sales goals by selling the company's wealth management and TAMP software solutions to Registered Investment Advisors, Independent Broker Dealers and Banks
- Manage a robust sales funnel moving sales opportunities forward through consultative selling
- Utilize company CRM database to document prospective client behavior and feedback
- Consult with clients on their internal processes and challenge leaders to drive change across their organization.
- Have a deep/expert understanding of our software platform and the ability to effectively demonstrate its features and compared to the competitive landscape.
Required Skills & Experience:
- 5+ years of experience in financial services
- Experience selling wealth management, investment advisory and wealth technology solutions
- Well-developed organizational skills, with attention to detail
- Ability to prioritize and maintain multiple client requests
- Ability to describe and demonstrate the company’s solutions to potential clients
- Commitment to provide an outstanding client experience
- Effective and concise verbal and written communicator
- Fast learner with the ability to learn new technology and platforms both internally and in our competitive ecosystem
- Enthusiastic team-centric personality
- Desire to learn, grow and be coached
- Tech savvy and proficient in both the Microsoft Office suite of products and G Suite
- Bachelor’s degree preferred
Top Skills
What We Do
AdvisorEngine is a digital platform to supercharge advisor growth.
A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
