Account Executive, Third Party Distribution
Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-10-03
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listing for:
Remote DXB
Remote/Work from Home
position Listed on 2026-10-03
Job specializations:
-
Sales
CRM Systems & Management, Business Development, B2B Sales
Job Description & How to Apply Below
- Develop and execute sales strategies to grow adoption of philanthropic technology platforms across RIAs, banks, and nonprofits
- Build and manage a pipeline of prospects through outbound outreach and referral networks
- Conduct consultative sales conversations and product demonstrations
- Maintain regular communication with distribution partners to support engagement and retention
- Conduct presentations and training sessions on philanthropic giving vehicles
- Maintain accurate pipeline records in CRM
- 5+ years of experience in financial services sales or wealth management
- Track record of hitting revenue targets
- Experience working with or selling to financial advisors, RIAs, or broker-dealers
- Proficiency in CRM tools like Salesforce or Hub Spot
- Ability to travel up to 30-40% nationally
- Dedicated home office workspace and reliable high-speed internet
- Knowledge of Donor Advised Funds or private foundations
- Exposure to philanthropic technology platforms
- Existing relationships within the RIA or broker-dealer space
- Interest in earning financial planning or philanthropic designations
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