Account Executive, Third Party Distribution

Responsibilities

• Develop and execute sales strategies to grow adoption of philanthropic technology platforms across RIAs, banks, and nonprofits
• Build and manage a pipeline of prospects through outbound outreach and referral networks
• Conduct consultative sales conversations and product demonstrations
• Maintain regular communication with distribution partners to support engagement and retention
• Conduct presentations and training sessions on philanthropic giving vehicles
• Maintain accurate pipeline records in CRM

Requirements

• 5+ years of experience in financial services sales or wealth management
• Track record of hitting revenue targets
• Experience working with or selling to financial advisors, RIAs, or broker-dealers
• Proficiency in CRM tools like Salesforce or HubSpot
• Ability to travel up to 30-40% nationally
• Dedicated home office workspace and reliable high-speed internet

Preferred Qualifications

• Knowledge of Donor Advised Funds or private foundations
• Exposure to philanthropic technology platforms
• Existing relationships within the RIA or broker-dealer space
• Interest in earning financial planning or philanthropic designations