Remote Institutional FinTech Account Executive

Social Leverage LLC; United States; Hybride; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Competitive Salary & Stock Options

New Hire Home-Office Setup

Monthly Stipend

Résumé du poste

Alpaca, a US-headquartered fintech, seeks a high-performing Account Executive to drive the full sales cycle with broker-dealers, RIAs, and other financial institutions across the United States. You will conduct product demonstrations, build relationships, and collaborate with Solutions Engineering, Product, and Compliance to move opportunities forward in a distributed, remote team.

The role requires at least 3 years of enterprise sales experience and a Series 7 license; preference for candidates

Qualifications

• 3+ years of experience selling technology or financial services solutions to broker-dealers, RIAs, or other financial institutions.
• Proven track record of achieving sales targets and driving business growth.
• Experience managing complex, multi-stakeholder enterprise sales cycles involving business, operations, compliance, legal, and technical stakeholders.
• Must have Series 7 license.

Responsabilités

• Own the full sales cycle from outbound prospecting through contract negotiation and close.
• Build and manage a healthy pipeline through outbound outreach, referrals, conferences, strategic partnerships, networking, and inbound opportunities.
• Drive new revenue growth for Alpaca's institutional Broker API business across the United States.
• Develop relationships with key decision makers at fintechs, broker-dealers, RIAs, wealth managers, banks, and other financial institutions.
• Understand each prospect's business objectives and technical requirements to position Alpaca's solutions effectively.
• Deliver compelling product demonstrations, business presentations, and commercial proposals.
• Collaborate closely with Solutions Engineering, Product, Integrations, Marketing, Customer Success, and Legal to move opportunities efficiently through the sales process.
• Maintain accurate pipeline data, forecasts, and account activity within Salesforce (or CRM).
• Continuously refine sales messaging based on market feedback, customer insights, and competitive intelligence.
• Represent Alpaca at industry conferences, customer meetings, and networking events.

Connaissances

Enterprise sales

Broker-dealer relationships

Consultative selling

Forecasting

Negotiation

CRM proficiency

Remote work

Formation

Series 7 license

Outils

Salesforce

HubSpot

Description du poste

Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.

Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.

Our Team Members:

We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

We are looking for a high-performing Account Executive with a proven track record of selling technology or financial services solutions to broker-dealers, registered investment advisers (RIAs), and other financial institutions. You will be on the front lines of growing Alpaca's market share by managing the full sales cycle, from prospecting and qualification to solution design, proposal development, negotiation, and closing new business.

You will help fintechs, broker-dealers, RIAs, wealth management firms, and banks launch and scale brokerage products using Alpaca's institutional Broker API and brokerage infrastructure. You'll partner with fintech platforms, broker-dealers, registered investment advisers (RIAs), wealth management firms, banks, and other financial institutions to help them launch and scale brokerage products, with a primary focus on clients across the United States.

Success in this role requires a consultative sales approach, strong business acumen, excellent time management, and the ability to effectively manage multiple priorities while navigating complex, multi-stakeholder sales cycles. You are a collaborative team player who is self-motivated, driven to win, and committed to delivering exceptional results.

Our team is 100% distributed and remote, with a preference for candidates located in New York, Chicago, or Austin.

Things You'll Do:

• Own the full sales cycle from outbound prospecting through contract negotiation and close
• Build and manage a healthy pipeline through outbound outreach, referrals, conferences, strategic partnerships, networking, and inbound opportunities
• Drive new revenue growth for Alpaca's institutional Broker API business across the United States
• Develop relationships with key decision makers at fintechs, broker-dealers, RIAs, wealth managers, banks, and other financial institutions
• Understand each prospect's business objectives and technical requirements to position Alpaca's solutions effectively
• Deliver compelling product demonstrations, business presentations, and commercial proposals
• Collaborate closely with Solutions Engineering, Product, Integrations, Marketing, Customer Success, and Legal to move opportunities efficiently through the sales process
• Maintain accurate pipeline data, forecasts, and account activity within Salesforce (or CRM)
• Continuously refine sales messaging based on market feedback, customer insights, and competitive intelligence
• Represent Alpaca at industry conferences, customer meetings, and networking events

Who You Are (Must-Haves):

• 3+ years of experience selling technology or financial services solutions to broker-dealers, registered investment advisers (RIAs), wealth management firms, or other financial institutions. Experience within a clearing broker-dealer or brokerage infrastructure provider is strongly preferred
• Proven track record of achieving sales targets and driving business growth
• Demonstrated experience selling to and building trusted relationships with broker-dealers, RIAs, and other financial institutions
• Experience managing complex, multi-stakeholder enterprise sales cycles involving business, operations, compliance, legal, and technical stakeholders
• Strong consultative selling, negotiation, and relationship-building skills
• Excellent written and verbal communication skills
• Highly organized with strong pipeline management and forecasting discipline
• Comfortable working independently in a globally distributed remote environment
• Entrepreneurial mindset with a bias toward action and accountability
• Must have Series 7

Who you Might Be (Nice-to-Haves):

• Experience selling APIs, developer platforms, or financial infrastructure products
• Familiarity with brokerage, securities trading, wealth management, or capital markets
• Experience working with startups or high-growth technology companies
• Existing network within the US fintech ecosystem
• Proficiency with HubSpot, Salesforce, or a comparable CRM platform
• Series 24/63/65 licenses

How We Take Care of You:

• Competitive Salary & Stock Options
• New Hire Home-Office Setup: One-time USD $500
• Monthly Stipend: USD $150 per month via a Brex Card

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Consultative Selling Financial Services Internetworking Market Analysis Negotiation Relationship Building Sales Time Management