Connect with prospective clients to understand their financial goals and match them with suitable advisors, ensuring a professional client experience.

The VP of Sales will drive revenue growth across B2C and B2B channels, lead and scale the sales team, manage pipeline and forecasting, and collaborate with other executives to align go-to-market strategies.

As an Account Executive, you will handle prospecting, conducting demos, negotiating contracts, and maintaining client relationships, focusing on the RIA industry.