Family Office Account Executive, Arch
$150-220k
+ Equity and Commission
4-5 days a week in office
Digital admin for private investments.
Open for applications
Digital admin for private investments.
101-200 employees
Open for applications
$150-220k
+ Equity and Commission
4-5 days a week in office
101-200 employees
Company mission
To solve administrative pain from managing investment operations.
Role
Who you are
- Have 2-4 years of experience selling Fintech, preferably in single-family offices, multi-family offices, or other complex financial services
- Seek massive opportunities, jump on them, and take initiative
- Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so
- Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch
- Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients
- Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them
- Excited by working late and where you get to solve meaningful problems
- Have a consultative and problem-solving mindset (we are not a super salesy organization)
Desirable
- Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field
- Possess deep understanding of Alternative Investments industry trends, products, and services
- Are obsessed with alternative investments, and solving huge problems for customers
- Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s
What the job involves
- We are hiring a high-performing Family Office Account Executive to drive sales execution across enterprise and strategic accounts
- We’re a product-first company with significant commercial traction and continually reinvest in our product
- In this role, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth
- Build relationships with the people inside banks, institutions, investment advisors, and other firms who allocate capital and would greatly benefit from the Arch platform
- Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion
- Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients
- Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually
Our take
Admin for investors can be a pain. Hopping between web portals, tracking the performance of assets, and managing cash flows can take up valuable time. Arch replaces the manual labour and outdated operating systems used by investors and advisors with an integrated platform.
With the Arch portal currently managing more than $60 billion in investments, it has clearly proved valuable to those working in the space. The platform also automates tax document aggregation, making it easier to locate the necessary documents during tax season.
With $20 million awarded to Arch Labs in 2023, the company is planning to grow its team and invest in further research and development. This will focus on developing capabilities to streamline repetitive tasks.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Many candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Nov 2023
$20m
SERIES A
Dec 2021
$5.5m
SEED
Total funding: $25.5m
Company benefits
- Unlimited PTO - We believe that time off is important for a healthy and happy life
- Flexible working - We want you to work when you're most productive, whether you’re an early bird or a night owl
- Robust insurance offerings - Choose from a wide variety of insurance plans, including medical, dental, vision, life, and more
- Retirement Savings - We partner with a 401(k) provider to help you save for retirement
- Your preferred tech and equipment - We’ll set you up with the tools you need to do your best work, including a laptop of your choice, a monitor, a standing desk, and more
- Free meals and snacks - Anything you eat in the office is on us!
Company HQ
Gramercy Park, New York, NY
Articles
Leadership
Ryan Eisenman
(CEO & Co-founder)Previously Excel Leadership Board Member at Birthright Israel Foundation, and Head of the New York Division at brunchwork. Was also a Business Associate at Techstars and Business Development at Routier.
Joel Stein
(CTO & Co-founder)Previously CTO at Cosali. Was an Engineering Manager at Yext, an Associate at Romulus Capital, and Developer at Five Rings Capital.
Jason Trigg
(Co-founder)Previously Co-founder at Cosali and Quantitative Analyst at Tech Square Trading.
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