Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Account Executive

Frec

Account Executive

Our mission is to help create enduring wealth. To do this, we don't promise shortcuts or magic strategies. We respect the realities of investing as it actually works, and challenge the long-standing assumption that returns and taxes belong in separate conversations. By building tax-aware investment tools once reserved for the ultra-wealthy, Frec empowers investors to hold onto more of what they earn.

In the last year, Frec has been growing exponentially – 50% QoQ growth with over $1B+ in customer assets. We raised our Series A with Greylock Partners and have an impressive list of other funds and angel investors backing our company. If you're looking to join a fast-growing team with high potential, Frec could be the place for you.

About the Role

We're hiring our third account executive to help fuel Frec's next stage of growth and looking for a driven and customer focused closer to join us. You'll own a pipeline of inbound leads and help convert new users into high value accounts. You'll run the full sales cycle from outreach to close. You take full ownership of results and aren't afraid to try new things to supplement your own pipeline.

This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth.

What You Will Do
  • Manage a full pipeline from first touch to closed account
  • Host 4-8 product demos per day and run effective follow-ups
  • Conduct portfolio analyses to help prospects see the financial impact of direct indexing
  • Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
  • Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop
What You Bring
  • 3+ years of experience in a full cycle closing role with a track record of exceeding targets
  • At least 1+ year selling a high consideration product directly to consumers
  • High EQ and the ability to build trust and establish credibility quickly
  • Self starter comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience
  • Series 65, 66 or similar designation strongly preferred
  • Experience at an early stage direct to consumer start up
  • Genuine interest in fintech, investing, and tax-efficient wealth strategies
What We Offer
  • Competitive OTE with opportunities for over performance
  • Equity package
  • Fully paid health and dental insurance
  • 401k
  • Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health)
  • Flexible PTO policy
  • Friendly office environment with catered lunch everyday

If all of the above resonates with you, reach out to us at View email address on click.appcast.io or apply below!

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Account Executive in New York, NY vacancy
  • $58.9k - $73.6k

     ...a proud history of providing growth and advancement opportunities for its employees. We have a challenging opportunity for an Account Executive within our Diamond & Jewelry department. \n \n Salary Range: 70 k-80k + incentives\n \n Job Summary: \n \nThe Account... 
    Suggested
    Contract work
    Work at office
    Local area
    Flexible hours

    Brinks

    New York, NY
    3 days ago
  •  ...relations. Trusted by top brands, we deliver bold strategies and creative campaigns that make an impact. We're looking for an Account Executive to join our dynamic team! The Role: In this role, you will work alongside a team of top-tier professionals to craft... 
    Suggested

    Moburst

    New York, NY
    3 days ago
  •  ...Account Executive - SMB NYC New York Wordsmith Wordsmith is building the legal operations platform for in-house teams, and we are growing fast. We believe in-house legal is becoming one of the most important functions in the AI era. Every business is moving... 
    Suggested
    Work at office

    Wordsmith AI

    New York, NY
    4 days ago
  •  ...Account Executive Guesty is the all-in-one platform helping hospitality businesses around the world automate, optimize, and scale their operations. We're a fast-growing global startup that's transforming how the industry works — from guest experience to business growth... 
    Suggested
    Temporary work
    Local area
    Worldwide

    MyVR

    New York, NY
    4 days ago
  • $25k

     ...in Monday.com from first outreach through signed agreement Execute personalized outbound outreach campaigns to generate and close...  ...communicate risks against revenue targets Track invoicing, accounts receivable, and outstanding payments Qualifications Required... 
    Suggested
    Internship

    Dream Opportunity

    New York, NY
    3 days ago
  •  ...a timely basis; identifies additional activities, training or materials necessary to achieve specific product sales goals in key accounts and markets; responsible for identify and continuously improving activities that can affect customer perception. ~ Provides... 
    Temporary work

    Mohawk Industries Inc

    New York, NY
    2 days ago
  • $240k - $350k

     ...Mid-Market Account Executive We're building the compliance infrastructure that modern healthcare runs on — and we need a Mid-Market Account Executive who wants to be at the center of it. This role owns the full sales cycle, shaping how clinics discover and adopt Brellium... 
    Contract work

    Brellium

    New York, NY
    2 days ago
  •  ...fix them Strong live demo skills; you can handle tough questions on the fly and speak credibly with ops leaders and agency executives Sharp discovery; you ask hard questions early and avoid wasting time on bad-fit deals Hands-on with LLMs and tools like... 
    Immediate start

    PHOEBE

    New York, NY
    4 days ago
  •  ...If you're excited to build the future of private markets, come build with us. About the Role: AngelList is seeking an Account Executive to join our team. As an Account Executive you will source, qualify and close venture & private equity funds for AngelList Fund... 
    Work at office
    Immediate start
    2 days per week

    AngelList

    New York, NY
    4 days ago
  • $200k

     ...Account Executive, Enterprise New York City, New York, United States About Behavox Behavox is a cloud-native AI company providing an integrated controls platform for global banks, asset managers, hedge funds, private equity firms, insurance businesses, and commodity... 
    Contract work
    Work at office
    Immediate start
    Worldwide
    2 days per week

    Behavox Ltd

    New York, NY
    3 days ago
  •  ...OVERVIEW Modern Treasury is hiring Account Executives to join our Sales team. While we've been in business for eight years and have powered over $400 billion in payments for hundreds of organizations, our PSP product is a newer motion - and we're looking for people... 
    Local area

    Modern Treasury

    New York, NY
    3 days ago
  • $1,000 - $2,030 per month

     ...Account Executive New York CloudKitchens helps restaurateurs around the world succeed in online food delivery - our goal is to make food more affordable, higher quality and convenient for everyone. We take underutilized properties and transform them into smart kitchens... 
    3 days per week

    CloudKitchens

    New York, NY
    3 days ago
  •  ...Account Executive Our client, a wholesale apparel manufacturer is seeking an Account Executive to join their team in NYC! Responsibilities: Manage and support key accounts to help achieve sales goals. Partner with internal leadership and external partners... 
    Work at office

    Career Source Group, LLC

    New York, NY
    3 days ago
  • $300 per month

     ...develop detailed business plans to hit goals and quotas; and build executive-level relationships across industries to close strategic...  ...in office in Manhattan 5 days per week Finance Experience: Accounting, FP&A, investment banking, private equity, or venture capital... 
    Work at office

    Basis AI

    New York, NY
    3 days ago
  • $140k - $170k

     ...depending on job and industry-related knowledge, skills, and experience. Role Description We're looking for a full-cycle Account Executive to join Joyful Health and us scale our offering to more provider groups across the country. This is a rare... 
    Full time
    Contract work
    Private practice
    Work at office
    Relocation package
    3 days per week

    Joyful Health

    New York, NY
    2 days ago
  • $65k - $75k

     ...Account Executive — Job Description   Job Title: Account Executive Location: New York, NY  Reports to: Senior Account Executive or Account Director   About Becca and Co. Becca and Co stands at the intersection of what people eat, where they stay, and... 
    Summer work
    Work at office
    Local area
    Remote work
    Flexible hours

    Becca and Co.

    New York, NY
    5 days ago
  • $70k - $75k

     ...Position Summary The Account Executive supports the Vice President or Director of Sales in managing day-to-day account operations and driving sales performance. This role is responsible for maintaining strong customer relationships, coordinating internal teams,... 
    Work at office
    Overseas

    Richline Digital

    New York, NY
    1 day ago
  • $49.31k - $71.65k

     ...who want to make a difference, come here for something different. Overview We are currently looking for an Account Executive to join our team. At BBH, members of the account management department are expected to be business partners - both externally... 
    Temporary work
    Freelance
    Flexible hours
    Night shift

    Publicis Groupe Holdings B.V

    New York, NY
    1 day ago
  •  ...attain predetermined goals and quotas Build relationships with executives at all levels and in all industries, in order to close...  ...week Preferred Qualifications Finance Experience: Accounting, FP&A, investment banking, private equity, or venture capital... 
    Work at office

    ImpactSearch Partners

    New York, NY
    1 day ago
  • $70.5k

     ...Account Executive, SMB San Francisco, CA • New York, NY Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma's platform helps teams bring ideas to life—whether you're brainstorming, creating a prototype... 
    Full time
    Internship
    Remote work
    Work from home
    2 days per week

    Figma

    New York, NY
    4 days ago
  •  ...founder story and closes; you own everything around it including account mapping and meeting prep, driving next steps between meetings,...  ...through the cracks ~ Polish and credibility with senior executives: our buyers are CISOs and VPs at large enterprises, and you'll... 
    Base plus commission
    Contract work
    Apprenticeship
    Work at office

    OpenReq

    New York, NY
    13 hours ago
  •  ...Capital. Built by an obsessive team from MIT, Ramp, Brex, Google, Dropbox, Apple, and more. About The Role We are hiring an account executive who will directly work within the sales team. You will be the point of contact for companies looking to use Warp and are... 
    Work at office
    Flexible hours

    WARP CORP

    New York, NY
    6 days ago
  • $90k - $105k

     ...responsible for meeting with agencies and presenting the capabilities and products of Econolite to key agency personnel. This Account Executive role is responsible for driving sales growth and managing customer relationships across the New York and Connecticut territories... 
    Weekly pay
    Full time
    Remote work
    Flexible hours

    Econolite

    New York, NY
    4 days ago
  •  ...: Maxima is the first agentic AI platform for enterprise accounting, purpose built to deliver SOX compliant, real time close. Our...  ...Rippling, OpenAI, and UI Path. Role Overview As an Account Executive (AE) at Maxima, you will play a key role in driving new... 

    Maxima

    New York, NY
    2 days ago
  • $120k - $180k

     ...Account Executive, USA New York Why Headout? We're a rocketship: 9-figure revenue, record growth, and profitable. With $130M in revenue, guests in 100+ cities, and 18 months of profitability, Headout is the fastest-growing marketplace in the travel industry, and... 
    Work at office
    Remote work
    3 days per week

    Headout LI

    New York, NY
    13 hours ago
  • $200k - $250k

     ...day cash flow, accelerating deal cycles, mitigating risk, and executing on long term strategy. We're building the rails that financed...  ...of Built In's Best Places to Work 2026. We're looking for an Account Executive with Fintech or B2B SaaS experience and a proven... 
    Local area
    Flexible hours

    Gynger

    New York, NY
    4 days ago
  • $15 per hour

     ...we are looking to make strong additions to our team. What We're Looking For We are looking for a determined Enterprise Account Executive who understands the value of Maybern and can confidently articulate our value proposition to C-level individuals in the private... 
    Work at office
    Work from home
    Flexible hours

    Maybern

    New York, NY
    4 days ago
  •  ...About the job Account Executive (NYC) As an Account Executive, your main responsibility is to establish and cultivate relationships with businesses and organizations that can benefit from our temporary staffing services. You will spend most of your time researching... 
    Temporary work

    Connexzia

    New York, NY
    4 days ago
  • $57.5k - $60k

     ...the best possible place. We're all in. Because it's everyone's role to make health more human™. JOB SUMMARY The Account Executive supports client engagements by executing existing and new programs. The Account Executive: ~ supports 3-4 client / project... 
    Remote work
    Flexible hours

    Inizio Evoke

    New York, NY
    4 days ago
  • $150k - $220k

     ...teams and metadata agents plan, change, and govern systems with speed and confidence. What will you do at Sweep? As an Account Executive, you'll be on the frontlines of this revolution. You'll be the trusted advisor to CIOs, RevOps leaders and Salesforce admins,... 
    Work at office
    Remote work
    Flexible hours

    Sweep Inc.

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Account Executive. Be the first to apply!