Account Executive – Family Office Group

Marcus Evans Group; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

12+ annual paid holidays

Business travel to 5-star resorts

Job summary

A leading business intelligence firm is seeking an Account Executive to develop new accounts and manage client relationships in New York and Greenwich. The ideal candidate should have at least 5 years of B2B or B2C sales experience, especially in contacting C-level executives. The role offers a competitive commission structure and opportunities for career advancement, including a Manager-in-Training program and continuous mentorship. Benefits include health insurance and paid holidays.

Qualifications

• 5 years of proven B2B or B2C sales experience with high-priced products.
• Experience in prospecting and launching strategic marketing campaigns.
• Strong hunter mentality combined with the ability to nurture relationships.

Responsibilities

• Generate and prospect new leads to create a book of business.
• Target General Partners and C-suite decision-makers of alternative investment firms.
• Travel to destination cities nationwide to tend to clients.

Skills

B2B or B2C sales experience

Cold calling C-level executives

Exceptional listening and questioning skills

Pipeline management ability

Leadership abilities

Tools

HubSpot CRM

Prequin license

Job description

Job Description

Marcus Evans, founded in 1983, is a global business intelligence and event marketing company with 49 offices in 20+ countries. The Family Office Group is a private practice within Marcus Evans focused exclusively on sourcing unique investment opportunities for our clientele of single-family and multi-family offices around the world. We offer exclusive access to the highly sought-after family office community through pre-vetted, pre-curated one–on–one meetings at the most prestigious 5‑star resorts around the world. Our Private Wealth Management Summit, along with our proprietary digital allocation platform, is the ultimate meeting point between Ultra‑High‑Net‑Worth investors and private fund managers looking to raise capital. We are searching for an Account Executive to develop new accounts and manage client relationships. A successful candidate will grow into Senior Account Executive and then Sales Manager after achieving initial milestones. We recognize excellence and are fully committed to developing impactful future leaders. This is an in‑person role split between our New York and Greenwich offices, with regular time in Greenwich (CEO office) and New York.

Key Responsibilities

• Generating and prospecting new leads to create book of business.
• Targeting General Partners and C‑suite decision‑makers of alternative investments firms including private equity, real estate, and hedge funds.
• Contacting, qualifying, and engaging prospects through email, LinkedIn, and cold calling.
• Keeping an organized record of sales activity and pipeline.
• Nurturing new and existing client relationships.
• Traveling to destination cities nationwide to tend to clients.
• Acting on behalf of the company and our clients in the delivery of our exceptional products and services.

Qualifications

• Sales experience: 5 years of proven B2B or B2C sales experience, preferably with a high‑priced product.
• Prospecting and outreach experience: Experience cold calling C‑level executives. Experience creating and launching strategic marketing email campaigns.
• Exceptional listening and questioning skills: Successful candidates understand emotional intelligence and tactical empathy.
• Strong hunter mentality through disciplined KPI’s plus farmer ability to nurture and develop relationships. Both are crucial to success in this role.
• Pipeline management ability: Research and organizational skills.
• Leadership: We promote 100% from within and actively develop top performers into management.

Compensation & Benefits

• 8–10% commission with $90k–$120k first‑year OTE. OTE in year‑2 is $150k–$200k growing from there as you build your account base.
• Monthly career reviews against financial goals and KPI metrics. Progression into management after year 2 based on performance.
• Exclusive Manager‑in‑Training program for selected global candidates after year 2.
• Continuous training and mentorship. Access to global LMS platform and sales mastery program. Extensive sales tape library to review top performers’ work product. Call shadowing, whisper and live coaching, and group and individual tape training every week.
• HubSpot CRM to manage relationships, prospect data, and pipelines.
• Access to Prequin license for data and research.
• Business travel to 5‑star resorts in locations like Beverly Hills, Miami, Boston, and Las Vegas.
• We are rated in the top 20 UK companies for work/life balance.
• Health, dental, and vision insurance. 12+ annual paid holidays including holiday shutdown from Christmas to New Year’s Day.

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.