About the Company:
We're changing the way people invest.
For too long, access to alternative
investments was mostly available to the ultra-wealthy, while everyday investors
had fewer investment options. Our company was founded on the principle that
everyone should have the chance to build diversified portfolios that include
assets they’re truly passionate about.
So we created a platform that allows
ordinary people to invest their tax-advantaged retirement funds into
non-traditional assets like private equity and credit, real estate, startups,
cryptocurrency, and more.
By joining our growing team, you'll be helping to make our mission a reality while working alongside our team of talented individuals who are dedicated to innovation, collaboration, and transforming the future of alternative investing.
The Role
• We’re hiring a high-performing Account Executive to help us
accelerate growth across fintech and capital-raising sectors. This is a
quota-carrying role for a sales athlete who thrives in high-velocity
environments and has the strategic chops to work across a range of complex
buyer personas.
• You’ll own the full sales cycle — from sourcing
high-potential leads to closing strategic deals — and help expand our presence
across fintech, fund managers, broker-dealers, real estate investment
platforms, and more.
What You’ll Do
• Own a high-volume pipeline and drive deals through every
stage of the sales cycle with urgency and precision
• Partner with Marketing and SDRs to build prospecting
strategies that uncover qualified opportunities
• Deliver compelling, tailored product demos and consultative
guidance to a wide range of capital-raising entities — including VC-backed
startups, private equity firms, real estate syndicates, crowdfunding platforms,
investment advisors, and broker-dealers
• Understand the distinct operational, compliance, and
fundraising pain points across these verticals and align our solutions
accordingly
• Lead pricing conversations, negotiate contracts, and close
new business with a customer-first approach
• Work closely with Customer Success to drive adoption,
upsells, and renewals, maximizing customer lifetime value
• Build a trusted presence in the fintech and investment
ecosystem to support our long-term growth strategy
What You Bring
• 3–5+ years of experience in quota-carrying SaaS sales,
ideally in fintech, regtech, or B2B platforms serving the capital markets
• Proven success in high-velocity environments with a track
record of consistently exceeding quota
• Strong discovery skills and the ability to articulate
complex solutions in simple, compelling terms
• Familiarity with high-velocity sales techniques — you know
how to move fast, prioritize pipeline, and close efficiently without
sacrificing quality
• Ability to engage and influence decision-makers across
diverse capital-raising sectors — from venture-backed startups looking to
scale, to private equity firms managing multi-entity portfolios, to real estate
investment platforms navigating complex deal structures
• Deep empathy for the unique challenges faced by emerging
fund managers, investment platforms, crowdfunding portals, and regulated
intermediaries (e.g.,
• broker-dealers, RIA firms)
• Confidence selling into a wide range of stakeholders
including founders, CFOs, fund managers, investor relations professionals,
compliance officers, legal teams, and product leaders
• Coachable, resourceful, and energized by feedback — you’re
always looking to get better
• Bonus: Experience selling a technical/API-first product or
working at a fintech, regtech, or B2B SaaS startup
Why Us?
• Mission-driven company at the forefront of fintech
infrastructure
• High-impact, high-visibility role with clear pathways for
advancement
• Competitive compensation (base + uncapped commission),
equity, and comprehensive benefits
• Supportive, collaborative culture that values performance
and integrity
• Work alongside seasoned leaders, industry experts, and
forward-thinking innovators
Ready to Build the Future of Fintech Compliance?
• If you're a strategic closer with hustle, heart, and a love
for winning — let’s talk.
