Account Executive - Wealth Management

TrueSeek · Remote, United States

ACCOUNT EXECUTIVE | AI FOR WEALTH MANAGEMENT

Location: Remote (US)

Salary: $150K–$175K + Commission

THE PITCH

Every advisor you’ve ever sold to has the same complaint: too much time on data entry, modeling, and paperwork, not enough on clients. This company built an AI operating system for financial advice that takes that work off their plate, and it’s built by a team that came out of advisory firms and investment management.

You’d sell it to RIAs and wealth firms, from small shops up to $50B platforms, including Barron’s top 100 advisory firms, in a market where the buying conversation is just getting started. Early enough to own your territory and shape how the company sells, with a product that solves a problem your buyers already feel.

WHAT YOU’LL DO

• Run the full cycle, from first call to close, with advisors, principals, and operations leaders
• Build your own pipeline across RIAs and wealth management firms, including Barron’s top 100 names
• Demo the product against real advisor workflows, from onboarding to planning to portfolio analysis
• Navigate multi-stakeholder deals at firms of every size
• Feed what you hear in the market back to product and leadership

WHO WE WANT

• 5+ years in wealth management or RIA sales
• Experience with advisory firms up to $50B
• Experience selling into Barron’s top 100 advisory firms
• A track record of closing with advisors and firm leadership
• Credible on AI with skeptical, experienced buyers
• Self-driven and comfortable working remotely