Titan is a modern wealth management platform that pairs clients with a dedicated human financial advisor for equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning. Backed by Accel, General Catalyst and Y Combinator.
About the role
Titan is building its first dedicated sales team, and you'll be the founding member. As the Founding Account Executive (Client Development Advisor) , you own the entire journey from first conversation to funded client: discovery, qualification, presenting Titan's wealth management products & advisory, handling objections, closing, and driving account transfers to completion.
What they're looking for
- 3+ years of full-cycle consultative sales experience - you have been held accountable to closing new business, not just setting meetings
- Series 65 (or SIE/Series 7 + 66 equivalent) required
- Bachelor’s degree or equivalent practical experience
- A demonstrable track record of meeting or exceeding conversion and revenue targets
- Strong discovery and qualification instincts: you ask sharp questions and listen before you pitch
- Drive and resilience. We can teach product and process, we can't teach hunger
More about this role
Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.
Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.
At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.
We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.
For the right person, this will be one of the most rewarding roles they ever...
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