Account Executive

About Titan

Titan is an award-winning wealth manager with a mission to increase our generations compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically wealth managers have been accessible to only the ultra-wealthy. With Titan theyre available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers enabling them to serve clients they historically never could. Backed by a16z General Catalyst Sam Altman and many others we manage over $1 billion in assets for clients across the country.

Why Join Titan

For the right person we believe Titan will be one of the most rewarding jobs they ever have.

Ambitious Vision : When we put private wealth management in every pocket well make a legacy-defining impact in growing our generations wealth to new heights.

Critical Why Now : The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.

Disproportionate Impact : Were still at the beginning of our journey with a small team which means your impact at Titan will disproportionately matter.

Vibrant In-Person Culture : We thrive on being a high-touch team working together in the trenches in person (youll see our founders in office every day).

Compensation : Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.

World-Class Investors : Were backed by top investors who share our bold vision including a16z General Catalyst Y Combinator and Sam Altman.

Role Overview

Titan is seeking a driven and personable Account Executive to help expand our client base. Youll be on the front lines engaging prospective clients guiding them through their first interactions with Titan and converting interest into long-term relationships. Your work will directly shape Titans growth and the client experience.

What Youll Do

Lead Engagement & Client Acquisition

Outbound Prospecting : Proactively identify and engage high-potential prospects through targeted outreach building new client relationships from the ground up.

Inbound Lead Engagement : Connect with prospective clients who reach out through Titans website marketing channels and referrals offering a proactive and consultative introduction to Titan.

Prospect Discovery : Hold initial conversations to understand financial goals answer questions and determine whether Titans offerings fit the prospects needs.

Meeting Coordination : Schedule deeper advisory or onboarding conversations for qualified prospects with the appropriate Titan teams.

Lead Nurturing : Re-engage individuals who have expressed interest but havent yet taken next steps ensuring they remain informed and supported.

Pipeline Management & Operations

Pipeline & CRM Management : Maintain organized accurate records of all interactions and opportunities within Titans CRM ensuring visibility and timely follow-ups.

Performance Ownership : Track outreach meetings conversion rates and other KPIs to consistently meet or exceed individual and team targets.

Cross-Functional Collaboration

Sales & Marketing Partnership : Share insights on lead quality common prospect questions and messaging effectiveness to help refine outreach strategies.

Client Growth Opportunities : Identify areas where Titan can provide additional value to clients and surface those opportunities to the appropriate internal teams.

Product & Industry Mastery

Develop a deep understanding of Titans investment strategies wealth advisory services and planning tools.

Stay current on trends in wealth management fintech and investment strategy to better support and educate prospective clients.

Required Experience

3 years in direct sales business development or client acquisition.

Energetic personable communicator who builds trust quickly.

Strong verbal and written communication skills; confident in outbound calls presentations and consultative conversations.

Experience selling consumer-facing products or services; fintech wealth management or SaaS experience is a plus.

Familiarity with financial planning or investment concepts; professional credentials (CFP Series licenses etc.) are helpful but not required.

Highly organized self-motivated and target-oriented comfortable managing a sales pipeline independently.

Bachelors degree or equivalent practical experience.

Required Experience :

IC

Key Skills

Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 75 - 150