Flourish
Financial Technology
AccountExecutive
Neural analysis suggests this role is
optimal for Mid candidates.
“Account Executive at Flourish. Skills: Sales, Client relationships, Revenue generation. Own and manage client relationships. Manage sales process”
Industry & Context.
Problem solver; Creative thinker
50-75% travel
What They're Looking For.
Must Have
Bachelor's degree or equivalent experience, 4+ years of related experience, Series 7 or willingness to get Series 7 within 90 days, Pass fingerprint background check
Nice to Have
Experience in financial or fintech sales, Experience working as part of a fast-moving team with minimal guidance, Highly comfortable with technology, Excellent written and verbal communications, Problem solver and creative, independent thinker, Energetic, positive and charismatic, Experience selling to wealth managers, Experience at a wealth management firm, Experience working with RIAs
What You'll Do.
Own and manage client relationships
Client activation and adoption
Interact with key clients
Resolve complex issues
Develop coverage strategy
Identify and originate new business opportunities
Manage sales pipeline
Develop and maintain internal reporting tools
Collaborate on product strategy
Collaborate on functional strategy
How You'll Work.
Team & Collaboration
Collaborative sales team; Partner across organization; Work with marketing organization; Work with business development team
Communication Scope
Verbal communication; Written communication
Full Job Description
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company. Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company. About You With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what’s most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment. You are excited to join an early stage financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a growing client base of independent RIAs. About the Role As an Account Executive, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manage client conv
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