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Account Executive

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Canada

Offer summary

Qualifications:

Experience in wealth management required, Knowledge of financial products needed, Success in customer acquisition essential, Strong network in wealth management beneficial, Excellent communication and relationship skills.

Key responsabilities:

Manage qualified leads through sales closure
Collaborate with internal teams on client needs
Develop relationships with high-net-worth clients
Provide guidance on wealth management strategies
Ensure smooth onboarding and long-term support

Toast Startup https://www.trytoast.ca

2 - 10 Employees

See more Toast offers

Job description

This is a remote position.

Toast is recruiting on behalf of a wealth management startup specializing in providing tailored solutions to family offices. They are looking for an experienced Account Executive with deep knowledge of wealth management and asset classes. In this role, you will play a critical part in customer acquisition and relationship management, engaging qualified leads and guiding them through the closing process. This position is ideal for someone eager to grow with an innovative company while navigating the unique challenges of a startup environment.

Key Responsibilities:

Manage and engage qualified leads, fostering relationships and leading them through the sales process to closure.
Collaborate closely with internal teams to ensure prospects' needs align with the company’s service offerings.
Develop and maintain strong relationships with high-net-worth individuals and family offices.
Provide expert guidance on wealth management strategies, covering various asset classes such as equities, fixed income, alternative investments, and more.
Ensure a smooth onboarding process for new clients and maintain long-term relationships through consistent communication and support.

Requirements

Proven experience in wealth management, particularly in working with family offices or high-net-worth clients.
Extensive knowledge of asset classes, financial products, and investment strategies.
Demonstrated success in customer acquisition and closing deals in a competitive environment.
Strong network within the wealth management sector is beneficial.
Excellent communication, presentation, and relationship-building skills.
Ability to navigate the complexities of a growing startup, with a willingness to adapt and contribute to evolving strategies.

Benefits

Toast's Process:

Application Review: Submit your application, including your resume and cover letter, through our online portal. Our team will carefully review your qualifications and experiences. We take pride in responding promptly, so if your application aligns with our current opportunities, you’ll hear back from us with next steps. Your journey with Toast begins here, and we’re excited to see what you bring to the table!
Vetting Call: If your application is successful, we’ll schedule a vetting call with a member of the Toast team. This 30-45 minute informal conversation is designed for us to get to know you better and assess your skills. Be prepared to discuss your past projects, the challenges you’ve tackled, and the impact you’ve made. This is your chance to shine and show us why you’re a great fit for the roles we offer.
Profile Creation: Once you’ve impressed us in the vetting call, we’ll create an unbiased profile that highlights your experience while minimizing common biases. Instead, we focus on your skills, industry experience, and the impact you’ve made. This way, your profile reflects your true potential and accomplishments.
Client Submission: After crafting your unbiased profile, we submit it to our trusted clients. We work closely with these clients to ensure they understand the value you bring. Throughout their interview process, we remain by your side, providing support and guidance. Our goal is to help you navigate the hiring process smoothly and confidently, ensuring you have the best chance to secure a role that fits your skills and aspirations

Salary:

TBA