What are the responsibilities and job description for the Account Executive - US Brokerage position at Alpaca?
Your Role:
We are seeking a dynamic and driven Account Executive to join our sales team to cover introducing brokers and investment advisors in the United States. The ideal candidate will have a proven track record in sales who has worked for US clearing firms in the past and will have a strong understanding of the financial services industry. This role requires a proactive approach to building and maintaining client relationships, aggressively identifying new business opportunities, and delivering exceptional service to our clients.
Things You Get To Do:
- Work with amazing team members who have built a clearing firm from the ground up with its proprietary technology.
- Lead to identify and create new business opportunities in the US brokerage clearing market supported by the industry’s latest technology stack.
- Manage the entire sales cycle from prospecting to closing deals, working closely with product, operations, and partner enablement teams.
- Conduct market research to stay informed about industry trends and competitor activities and contribute to the product roadmap.
Who You Are (Must-Haves):
- Minimum of 3 years of experience in sales at clearing broker-dealers OR strong experience selling technology solutions to advisors or broker-dealers.
- Strong relationships within the US investment advisory and broker-dealer industries.
- Proven track record of achieving sales targets and driving business growth.
- Excellent communication, negotiation, and presentation skills.
- Ability to build and maintain strong client relationships.
- Highly motivated, goal-oriented, and able to work independently.
- Must have Series 7
Who You Might Be (Nice-to-Haves):
- Proficiency with HubSpot or other comparable CRM software.
- Series 24/63/65 licenses
- Proficiency with HubSpot or other comparable CRM software.
- Series 24/63/65 licenses
