Senior Account Executive

About Aspen Standard Wealth

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the country, helping them scale without sacrificing what makes them great.

Founded in 2024, Aspen is one of the fastest-growing companies in the industry, with a bold mission to become a $100B AUM platform in the next five years. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at the ground level and help shape the future of wealth management.

About Alpine Investors

Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

Position Summary

Aspen Standard Wealth is seeking a Senior Account Executive (Inside Sales) to establish and scale an effective inside sales function. This role is responsible for converting marketing qualified leads into sales qualified opportunities for financial advisors by qualifying warm inbound leads provided by marketing and by calling outbound leads. The Senior Account Executive will use consultative sales techniques to determine investors’ goals, educate them on our services, and schedule meetings with financial advisors. The Senior Account Executive will be the founding member of this function, responsible for building repeatable processes, setting up effective lead management systems, and delivering consistent results against ambitious growth targets. The Senior Account Executive will report to Aspen’s Chief Revenue Officer.

Key Responsibilities

• Conduct 50–100 outbound and inbound calls per day, primarily to warm, marketing-generated leads with $1M in investable assets.
• Qualify prospects and schedule meetings with financial advisors by identifying fit based on assets, intent, and geographic alignment. Ensure seamless handoffs to advisors by providing strong context and preparing leads for productive conversations.
• Build trust quickly with affluent individuals through clear, credible, and empathetic communication.
• Effectively position Aspen’s value proposition and set expectations for the financial planning process.
• Track and manage all activity using HubSpot Sales Hub, maintaining accurate records and timely follow-ups.
• Continuously improve scripts, objection handling, and workflows to increase conversion rates and efficiency.
• Monitor performance metrics (calls, appointments set/held, conversion rates) and use insights to refine approach and hit targets.

Qualifications

• 2–4 years of inside sales experience, ideally at a high-growth RIA or wealth management firm (e.g., Fisher, Empower, Mariner, Edelman).
• Comfortable making 50–100 calls per day to high-net-worth individuals, using a consultative, rapport-driven sales approach.
• Experience qualifying and engaging warm, marketing-generated leads as well as outbound-sourced leads.
• Strong communication and interpersonal skills; able to quickly establish credibility and trust with affluent prospects.
• Process- and metrics-oriented, with experience using CRMs (HubSpot and/or Salesforce) and sales engagement tools.
• Self-starter with excellent time management skills; thrives in a fast-paced, entrepreneurial environment with minimal oversight.
• Demonstrated ability to iterate on call scripts, objection handling, and sales workflows to improve outcomes.