Account Executive
Mclean, VA · On-site
Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...
Account Executive
Mclean, VA · On-site
Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...
Senior Account Executive
Mclean, VA · On-site
Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...
Senior Account Executive
Mclean, VA · On-site
Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...
Executive Wealthtech information
What does an executive wealthtech do?
An executive wealthtech professional develops and manages technology solutions that enhance wealth management services, such as digital platforms, robo-advisors, and data analytics tools. They often collaborate with financial advisors, utilize programming skills, and stay updated on industry regulations to improve client experiences and operational efficiency.
What is the difference between Executive Wealthtech vs Wealth Advisor?
| Aspect | Executive Wealthtech | Wealth Advisor |
|---|---|---|
| Credentials | Financial certifications, tech expertise | Financial planning certifications (e.g., CFP) |
| Work Environment | Tech-driven firms, fintech companies | Financial advisory firms, banks |
| Industry Usage | Fintech, wealth management tech | Personal financial planning |
Executive Wealthtech professionals focus on developing and managing financial technology solutions within wealth management firms, often requiring tech skills and financial certifications. Wealth Advisors primarily provide personalized financial planning and investment advice to clients. While both roles operate within the wealth management industry, Executive Wealthtech emphasizes technology and innovation, whereas Wealth Advisors focus on client relationships and financial strategies.
What are the most commonly searched types of Wealthtech jobs in Virginia? The most popular types of Wealthtech jobs in Virginia are:
What are popular job titles related to Executive Wealthtech jobs in Virginia? For Executive Wealthtech jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Executive Wealthtech jobs in Virginia look for? The top searched job categories for Executive Wealthtech jobs in Virginia are:
What cities in Virginia are hiring for Executive Wealthtech jobs? Cities in Virginia with the most Executive Wealthtech job openings:
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 11 days ago
Job description
At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together.
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
We're looking for a motivated and personable individual to join our Account Executive team. Account Executives build trust with potential members by showcasing the platform's value and educating them on the benefits of Range.
We're excited to hire this role at Range's Headquarters in McLean, VA, or one of our hub locations in New York City, or Seattle. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let's discuss relocation options as part of your journey to joining us.
What you'll do with us
What will set you apart
Benefits
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
We're looking for a motivated and personable individual to join our Account Executive team. Account Executives build trust with potential members by showcasing the platform's value and educating them on the benefits of Range.
We're excited to hire this role at Range's Headquarters in McLean, VA, or one of our hub locations in New York City, or Seattle. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let's discuss relocation options as part of your journey to joining us.
What you'll do with us
- Host demo presentations with potential members
- Build and maintain strong client relationships
- Meet or exceed monthly sales targets
- Manage and maintain a healthy sales pipeline and deal status
- Develop a deep understanding of products and services
- Stay updated on industry trends
What will set you apart
- 5+ years in direct sales capacity
- Have an energetic, outgoing, and friendly demeanor
- Excellent verbal and written communication skills; the ability to call, connect and interact with anyone
- Previous experience selling into consumers
- Previous experience selling a SaaS product
- Previous experience in FinTech or WealthTech or Wealth Management Industry
- SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred
- Bachelor's degree or equivalent experience
Benefits
- Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
- 401(k): Retirement savings program to support your future
- Paid Time Off: time to reset and recharge + most federal holidays
- Parental Leave: Comprehensive leave policy for growing families
- Meals: Select meals covered throughout the week
- Fitness: Monthly movement stipend
- Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
- Annual Compensation Reviews: Salary and equity refreshes based on performance
- Boomerang Program: After two years at Range, you can take time away to start your own company. We'll hold your spot for 6 months - and pause your equity vesting, which resumes if you return
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.