Founding Account Executive — Family Office Wealth Tech

Verrus, LLC; Texas; On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Base salary + commission

Equity plan eligibility

Mentorship from founder

Job summary

Verrus, LLC seeks a Founding Account Executive to work alongside the founder and bring the Family Office OS Platform to UHNW investors, RIAs and single-family offices across the US. This hands-on sales seat involves running demos, closing deals, and owning the CRM, invoicing and billing in a founder-led environment.

The role targets someone with 2–5 years in closing or senior client-facing sales, capable of presenting to UHNW principals and CIOs, and with a bias toward rapid growth and

Qualifications

• 2 to 5 years in a closing or senior client-facing sales role (wealth management, RIA or financial services preferred).
• Credibility to hold conversations with UHNW principals and seasoned CIOs.
• Highly organized with accurate pipeline data as second nature.
• Comfort with ambiguity and pace in an early-stage business.
• HubSpot experience is a plus.

Responsibilities

• Lead discovery calls and live demos with single and multi-family offices, RIAs and complex wealth structures.
• 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 and proposals.
• Own the CRM (HubSpot) 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.

Skills

Closing sales

Wealth management

RIA experience

UHNW experience

CRM management

Tools

HubSpot

Job description

Verrus, LLC seeks a Founding Account Executive to work alongside the founder and bring the Family Office OS Platform to UHNW investors, RIAs and single-family offices across the US. This hands-on sales seat involves running demos, closing deals, and owning the CRM, invoicing and billing in a founder-led environment.

The role targets someone with 2–5 years in closing or senior client-facing sales, capable of presenting to UHNW principals and CIOs, and with a bias toward rapid growth and