Your Role:
We are seeking a dynamic and driven Account Executive to join our sales team to cover introducing brokers and investment advisors in the United States. The ideal candidate will have a proven track record in sales who has worked for US clearing firms in the past and will have a strong understanding of the financial services industry. This role requires a proactive approach to building and maintaining client relationships, aggressively identifying new business opportunities, and delivering exceptional service to our clients.
Things You Get To Do:
- Work with amazing team members who have built a clearing firm from the ground up with its proprietary technology.
- Lead to identify and create new business opportunities in the US brokerage clearing market supported by the industry’s latest technology stack.
- Manage the entire sales cycle from prospecting to closing deals, working closely with product, operations, and partner enablement teams.
- Conduct market research to stay informed about industry trends and competitor activities and contribute to the product roadmap.
Who You Are (Must-Haves):
- Minimum of 3 years of experience in sales at clearing broker-dealers OR strong experience selling technology solutions to advisors or broker-dealers.
- Strong relationships within the US investment advisory and broker-dealer industries.
- Proven track record of achieving sales targets and driving business growth.
- Excellent communication, negotiation, and presentation skills.
- Ability to build and maintain strong client relationships.
- Highly motivated, goal-oriented, and able to work independently.
- Must have Series 7
Who You Might Be (Nice-to-Haves):
- Proficiency with HubSpot or other comparable CRM software.
- Series 24/63/65 licenses
- Proficiency with HubSpot or other comparable CRM software.
- Series 24/63/65 licenses
How We Take Care of You:
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs.
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
- Work with awesome hard working people, super smart and cool clients and innovative partners from around the world
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
