Founding Account Executive

Founding Account Executive (Client Development Advisor)

Titan is building its first dedicated sales team, and you'll be the founding member. As the Founding Account Executive (Client Development Advisor), you own the entire journey from first conversation to funded client: discovery, qualification, presenting Titan's wealth management products & advisory, handling objections, closing, and driving account transfers to completion. Once a client funds, you execute a clean handoff to our Wealth Advisory team, who own the relationship from there - and you go win the next one.

You'll work a warm pipeline: Titan generates significant organic inbound leads per month, and our sales cycle is radically faster than legacy RIAs. This is a high-autonomy, high upside role with a clear scoreboard, and your work directly shapes how Titan scales our AUM to $100B and beyond.

What You'll Do

• Run daily discovery and introductory calls with warm inbound leads from Titan's website, marketing channels, and referrals
• Re-engage and nurture prospects who haven't taken next steps; manage structured follow-up cadences.
• Maintain strict CRM hygiene: stage progression, activity logging, notes, and accurate forecasts.
• Lead consultative Zoom calls to understand each prospect's financial goals, and qualify against fit: assets, complexity, timeline, and intent.
• Present Titan's wealth strategies, advisory services, and planning tools in a compelling, honest, client-first way.
• Handle questions and objections, drive decisions, and close - then shepherd the transfer/funding process (ACATs, rollovers, ACH transfers) to completion
• Own your numbers: funded clients, funded assets, conversion rate, and speed to fund.
• Execute a documented handoff to the Wealth Advisory team at funding - client goals, sensitivities, and expectations.
• Share insights with engineering, product, & growth teams on lead quality, objections, and messaging to sharpen the funnel.
• Develop deep fluency in Titan's investment strategies, 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 of full-cycle consultative sales experience - you have been held accountable to closing new business, not just setting meetings.
• Series 65 (or SIE/Series 7 + 66 equivalent) required.
• Bachelor's degree or equivalent practical experience.
• A demonstrable track record of meeting or exceeding conversion and revenue targets.
• Strong discovery and qualification instincts: you ask sharp questions and listen before you pitch.
• Drive and resilience. We can teach product and process; we can't teach hunger.
• Clear, confident communication - comfortable discussing markets, portfolios, and financial concepts by phone and video.
• CRM fluency and pipeline discipline; hygiene is not negotiable.