ACCOUNT EXECUTIVE | AI FOR WEALTH MANAGEMENT
\nLocation: Remote (US)
\nSalary: $150K–$175K + Commission
\n \nTHE PITCH
\nEvery 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.
\nYou’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.
\n \nWHAT YOU’LL DO
\nWHO WE WANT
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