Account Executive, Financial Services

Understands how Wealth, Trust, and RIA firms manage compliance, cybersecurity, and vendor oversight.

Comfortable engaging C-level and senior decision-makers such as Chief Compliance Officers, COOs, CTOs, and Risk Officers.

Confident presenting to executive audiences and tailoring the message for both technical and non-technical stakeholders.

Resilient, positive, and proactive with a strong sense of accountability.

High integrity and genuine curiosity about helping clients solve problems.

A fun, fast-paced work environment

Responsible PTO Plan that meets or exceeds state and local medical and family leave laws

11 paid holidays

Community and social events to keep you connected and engaged

Mental Health Benefits

Medical, Dental and Vision insurance

Company-paid Group Life Insurance, Short- and Long-Term Disability

Flexible Spending Account & Health Savings Account

Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice

Pet Insurance

401 (k) with company match with eligibility on Day 1 of employment

2 Paid Volunteer Time Off Days

And much more!

*Part-Time and Contractor positions are not eligible for company benefits, including paid time off, health insurance, and other employee benefit programs. Full-time temporary employees are eligible for certain group benefits after a waiting period; specific eligibility timing will be provided at the time of offer.

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This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.