Founding Account Executive
New York$180k - $250kFull-timePosted 10mo ago
About the role
Founding member of Titan's first dedicated sales team responsible for the full sales cycle from discovery to funding, with handoff to Wealth Advisory after funding. High-autonomy, high-upside role aimed at scaling AUM toward $100B and beyond.
Responsibilities
- Run daily discovery and introductory calls with warm inbound leads from Titan's website, marketing channels, and referrals
- Re-engage and nurture prospects who haven't taken next steps; manage structured follow-up cadences
- Maintain strict CRM hygiene: stage progression, activity logging, notes, and accurate forecasts
- Lead consultative Zoom calls to understand prospects' financial goals and qualify against fit
- Present Titan's wealth strategies, advisory services, and planning tools in a client-first way
- Handle questions and objections, drive decisions, close, and shepherd transfer/funding (ACATs, rollovers, ACH transfers) to completion
- Own metrics: funded clients, funded assets, conversion rate, and speed to fund
- Execute a documented handoff to the Wealth Advisory team at funding
- Share insights with engineering, product, & growth teams on lead quality, objections, and messaging
- Develop deep fluency in Titan's investment strategies, advisory services, and planning tools
- Stay current on trends in wealth management, fintech, and investment strategy to better support clients
Qualifications
- 3+ years of full-cycle consultative sales experience
- Series 65 (or SIE/Series 7 + 66 equivalent)
- Bachelor’s degree or equivalent practical experience
- Demonstrable track record of meeting or exceeding conversion and revenue targets
- Strong discovery and qualification instincts
- Drive and resilience
- Clear, confident communication
- CRM fluency and pipeline discipline
Skills
Required:Full-cycle consultative sales
Benefits
- Exceptional health & dental coverage for you & your family
- 401(K) match up to 4% of salary
- Flexible PTO & sick days
- Monthly internet, health & wellness and home setup stipends
- Up to 16 weeks of paid parental leave
- Gourmet meals delivered 3 times a week on in-office days
- Mac / PC laptop provided for all employees
Last updated Aug 5, 2026. Interested? Apply on the company site.
About Titan
We manage people's wealth
We're a modern wealth manager. There are many solutions out there for how one can invest by themselves (e.g., DIY brokerages like Robinhood). But for those who want to have their money managed, they must turn to high fee, high minimum advisors (e.g., RIAs like Edward Jones). With LLMs, we can now offer personalized wealth management to many more people, more cheaply and with faster service. Our goal is to grow their wealth more than they'd do on their own.
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