Account Executive - Director

Optoinvest

New York, New York, United States
Base: $190,000-$225,000; bonus/equity: significant...
On-site
Ria knowledge and network
Client-obsessed service orientation
Manage complex relationships
You will cultivate, identify, target, and close business with prospective customers and strategic partners

Job Summary

  • You will cultivate, identify, target, and close business with prospective customers and strategic partners.
  • Your day-to-day will include developing go-to-market strategy, managing key accounts, and representing Opto's value proposition.
  • The successful candidate can expect a generous compensation and benefits package including significant equity, health insurance, unlimited PTO, and a retirement savings plan.

Matching Summary

You will cultivate, identify, target, and close business with prospective customers and strategic partners.

Salary

Base: $190,000-$225,000; Bonus/Equity: Significant equity; Benefits: Health, dental, vision insurance, Unlimited PTO, Retirement savings plan (401k), Learning, Fitness, and Commuter stipends, Paid Holidays

Skills & Requirements

Must-have

  • RIA knowledge and network
  • Client-obsessed service orientation
  • Manage complex relationships
  • Clear communication of complex topics
  • Multi-asset class portfolio discussion
  • Executive presence and thought leadership

Nice-to-have

  • Passion for investments and technology
  • Drive change in dynamic environments
  • Entrepreneurial ownership of role

Key Requirements

  • 8-10 years in externally-facing investment management
  • Experience with product distribution, investor relations, or client service
  • Experience with financial data and analysis
  • Experience in Wealth Management or Asset Management
  • Startup or software company experience is a bonus

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter