Account Executive

Range; Bellevue (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

100% employer-covered medical insurance

401(k) retirement savings program

Paid Time Off

Comprehensive parental leave policy

Select meals covered throughout the week

Monthly movement stipend

Early exercise eligibility for equity

Annual compensation reviews

Boomerang Program for entrepreneurial opportunities

Job summary

A financial services company is seeking a motivated Account Executive in Bellevue, WA, to build trust with potential members by showcasing their integrated platform. Responsibilities include hosting demo presentations, managing sales pipelines, and developing strong client relationships. Candidates should have at least 5 years in sales, preferably in FinTech or WealthTech, with strong communication skills. The role offers competitive benefits including health coverage, 401(k), and professional development opportunities.

Qualifications

• 5+ years in direct sales capacity.
• Excellent verbal and written communication skills.
• Experience selling SaaS products.
• Experience selling to consumers.
• FinTech or WealthTech or Wealth Management industry experience.
• SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Host demo presentations with potential members.
• Build and maintain strong client relationships.
• Meet or exceed monthly sales targets.
• Manage and maintain a healthy sales pipeline and deal status.
• Develop a deep understanding of products and services.
• Stay updated on industry trends.

Skills

5+ years in direct sales capacity

Energetic and outgoing demeanor

Excellent verbal and written communication skills

Experience selling to consumers

Experience selling a SaaS product

Experience in FinTech or WealthTech

SIE, Series 7, Series 65, Series 66, CFP or similar designation

Education

Bachelor’s degree or equivalent experience

Job description

Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.

Backed by Google's Gradient Ventures and Cathay Innovations, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together

About the role

We’re looking for a motivated and personable individual to join our Account Executive team. Account Executives build trust with potential members by showcasing the platform's value and educating them on the benefits of Range.

We're excited to hire this role at Range's Headquarters in McLean, VA, or one of our hub locations in New York City, or Seattle. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation options as part of your journey to joining us.

What you’ll do with us

• Host demo presentations with potential members
• Build and maintain strong client relationships
• Meet or exceed monthly sales targets
• Manage and maintain a healthy sales pipeline and deal status
• Develop a deep understanding of products and services
• Stay updated on industry trends

What will set you apart

• 5+ years in direct sales capacity
• Have an energetic, outgoing, and friendly demeanor
• Excellent verbal and written communication skills; the ability to call, connect and interact with anyone
• Previous experience selling into consumers
• Previous experience selling a SaaS product
• Previous experience in FinTech or WealthTech or Wealth Management Industry
• SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred
• Bachelor’s degree or equivalent experience

Benefits

• Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
• 401(k): Retirement savings program to support your future
• Paid Time Off: time to reset and recharge + most federal holidays
• Parental Leave: Comprehensive leave policy for growing families
• Meals: Select meals covered throughout the week
• Fitness: Monthly movement stipend
• Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
• Annual Compensation Reviews: Salary and equity refreshes based on performance
• Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.