Founding Account Executive

The role

The Founding Account Executive owns the entire journey from first conversation to funded client. You will conduct discovery, qualify prospects, present wealth management products, and drive account transfers to completion.

What you will do

• Run daily discovery and introductory calls with warm inbound leads
• Re-engage and nurture prospects and manage follow-up cadences
• Maintain strict CRM hygiene including stage progression and forecasting
• Lead consultative Zoom calls to understand financial goals and qualify prospects
• Present wealth strategies, advisory services, and planning tools
• Handle questions and objections to close deals
• Shepherd the transfer and funding process to completion
• Execute a documented handoff to the Wealth Advisory team
• Share insights with engineering, product, and growth teams
• Develop fluency in investment strategies and advisory services

Required qualifications

• 3+ years of full-cycle consultative sales experience
• Series 65 (or SIE/Series 7 + 66 equivalent) required
• Bachelor’s degree or equivalent practical experience
• Demonstrable track record of meeting or exceeding conversion and revenue targets
• Strong discovery and qualification instincts
• Clear, confident communication regarding markets, portfolios, and financial concepts
• CRM fluency and pipeline discipline

Benefits

• Competitive cash
• Well-above-market equity

About the company

Titan is a wealth management firm backed by a16z and Sam Altman. The company aims to rebuild wealth management by leveraging technology and AI to deliver elite services.