Founding Client Development Advisor
TitanWealth Management company
New YorkSenior
Andreessen Horowitz
General Catalyst
BoxGroup
Sound Ventures
Odell Beckham Jr.
Kevin Durant
Sales & Account Management
About the role
TL;DR
Own the entire journey from first conversation to funded client for Titan's wealth management services.
- •Titan is building its first dedicated sales team, and you'll be the founding member.
- •As the Founding Client Development Advisor, you own the entire journey from first conversation to funded client.
- •Key Responsibilities Run daily discovery and introductory calls with warm inbound leads Lead consultative Zoom calls to understand each prospect's financial goals Present Titan's wealth strategies, advisory services, and planning tools Handle questions and objections, drive decisions, and close Execute a documented handoff to the Wealth Advisory team at funding Requirements 3+ years of full-cycle consultative sales experience 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
Required skills
Business DevelopmentSalesNegotiationCRMSolution SellingChannel SalesSales OperationsPipeline ManagementLead GenerationMarket AnalysisCustomer Service
Domain expertise
fintech
