Founding Account Executive - Family Office OS Platform

We've partnered with a fast-growing, AI-native wealth technology business to appoint a Founding Account Executive, working side by side with the founder to bring their operating system to family offices, UHNW investors and RIAs across the US.

This is a hands-on sales seat in a founder-led business. You'll run demos and close deals from a pipeline that's already in motion, while also owning the CRM, invoicing and billing, with no sales ops team behind you. In order to be considered for this role, candidates will need to demonstrate 2 to 5 years in a closing role, ideally within wealth management, RIA or financial services, along with the credibility to hold a room with UHNW principals and seasoned CIOs.

Houston or Austin, TX

The appointed Founding Account Executive will:

• Lead discovery calls and live demos with single and multi-family offices, RIAs and complex multi-entity wealth structures, taking on a larger share of demo volume over time
• Take ownership of a seven-figure qualified pipeline and drive it through to signed contracts
• Run post-demo follow-up from start to finish, including next steps, proposals and the cadence that keeps deals moving
• Own the CRM (Hub Spot) and keep pipeline data and forecasts accurate at all times
• Manage invoicing and billing coordination once accounts close
• Prepare research and briefings ahead of founder-led meetings, and report back on conversion so the team knows what's landing and what isn't

This is a founding seat. There is no sales ops layer. There is a clear path to full-cycle AE ownership for someone who can carry it.

Successful profiles will be expected to demonstrate:

• 2 to 5 years in a closing or senior client-facing sales role. Wealth management, RIA or financial services experience will carry real weight here
• The presence to run conversations with UHNW principals and sophisticated investment teams, where trust matters as much as technique
• A highly organised approach, with accurate pipeline data as second nature
• Comfort with ambiguity and pace. This is an early-stage business and the role will evolve quickly
• A hunger to learn the product, the market and the full sales cycle when selling into private wealth
• Hub Spot experience is a plus

If you want direct exposure to a founder, a live pipeline and the chance to grow into a full-cycle seat, this is a rare opportunity.

Our client has built an AI-native operating system for family offices, UHNW individuals and the advisors who serve them. Founded by investors with deep private markets experience, working alongside a strong AI engineering team, the platform brings portfolio reporting, forecasting and alternatives administration into one place. It already serves complex family offices, including some at multi-billion dollar scale.

• Direct mentorship from the founder and a defined path to full-cycle ownership
• Base salary plus commission, with equity plan eligibility