Founding Account Executive, Titan
$180-250k
+ Equity + Commission + Bonus
Asset management firm
Open for applications
Asset management firm
21-100 employees
Open for applications
$180-250k
+ Equity + Commission + Bonus
21-100 employees
Company mission
To democratize access to amazing investment products and experiences via a world-class investment manager that serves everyday investors.
Role
Who you are
- 3+ years of full-cycle consultative sales experience - you have been held accountable to closing new business, not just setting meetings
- 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: you ask sharp questions and listen before you pitch
- Drive and resilience. We can teach product and process; we can't teach hunger
- Clear, confident communication - comfortable discussing markets, portfolios, and financial concepts by phone and video
- CRM fluency and pipeline discipline; hygiene is not negotiable
What the job involves
- Titan is building its first dedicated sales team, and you'll be a founding member. As the Founding Client Development Advisor, you own the entire journey from first conversation to funded client: discovery, qualification, presenting Titan's wealth management products & advisory, handling objections, closing, and driving account transfers to completion. Once a client funds, you execute a clean handoff to our Wealth Advisory team, who own the relationship from there - and you go win the next one
- You'll work a warm pipeline: Titan generates significant organic inbound leads per month, and our sales cycle is radically faster than legacy RIAs. This is a high-autonomy, high upside role with a clear scoreboard, and your work directly shapes how Titan scales our AUM to $100B and beyond
- Run daily discovery and introductory calls with warm inbound leads from Titan's website, marketing channels, and referrals
- Re-engage and nurture prospects who haven't taken next steps; manage structured follow-up cadences
- Maintain strict CRM hygiene: stage progression, activity logging, notes, and accurate forecasts
- Lead consultative Zoom calls to understand each prospect's financial goals, and qualify against fit: assets, complexity, timeline, and intent
- Present Titan's wealth strategies, advisory services, and planning tools in a compelling, honest, client-first way
- Handle questions and objections, drive decisions, and close - then shepherd the transfer/funding process (ACATs, rollovers, ACH transfers) to completion
- Own your numbers: funded clients, funded assets, conversion rate, and speed to fund
- Execute a documented handoff to the Wealth Advisory team at funding - client goals, sensitivities, and expectations
- Share insights with engineering, product, & growth teams on lead quality, objections, and messaging to sharpen the funnel
- Develop deep fluency in Titan's investment strategies, advisory services, and planning tools
- Stay current on trends in wealth management, fintech, and investment strategy to better support and educate prospective clients
Our take
Titan is an investment management platform designed to help everyday investors, particularly millennials, manage their portfolios with ease and lower capital requirements. The company offers a unique approach to investing by providing access to sophisticated investment strategies traditionally reserved for large investors.
The platform works by analyzing the holdings of large hedge funds and selecting the top 20 stocks based on their performance. Titan then invests users' funds in fractional shares of these stocks, allowing for a diversified portfolio with a starting investment as low as $1,000.
While comparisons to Robinhood are often made, Titan sets itself apart by offering access to both individual stocks and professionally managed portfolios. Beyond just trading, Titan also provides valuable market insights in the form of reports, videos, and notifications, helping users make informed decisions. With millennials increasingly seeking alternatives to traditional financial institutions, Titan's platform has gained significant traction, now managing over $750M in assets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2022
$100m
LATE VC
Jul 2021
$58m
SERIES B
Total funding: $173.2m
Company benefits
- Exceptional health & dental coverage for you & your family, with all/majority of the premium covered
- We invest in your future on day 1 with a 401(k) match up to 4% of your salary
- Flexible PTO & sick days to relax, recharge, and pursue your passions
- Monthly internet, health & wellness and a one time work-from-home setup stipend
- Up to 16 weeks of paid leave to our new parents
- Gourmet meals delivered 3 times a week on in-office days
- Mac/PC laptop provided for all employees
Company HQ
South Village, New York, NY
Leadership
Max Bernardy
(Co-Founder & CTO)Began working as a Systems Analyst at Clados Management. Went on to work at AppNexus for over 3 years, promoted from Software Engineer to Software Manager. Most recently worked as a Senior Software Engineer at Relay Delivery.
Clayton Gardner
(Co-Founder & Co-CEO)Worked as an Analyst at Cerberus Capital Management for 2 years before working as an Investor at the hedge fund Farallon Capital Management.
Joe Percoco
(Co-Founder & Co-CEO)Worked as an Analyst at Goldman Sachs for 2 years before joining McKinsey as a Management Consultant for 2 years.
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