Account Executive - Advisor Sales
WHAT WE DO
Nitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Since launching Riskalyze in 2011, we've been on a mission to create what we call Catalyst Moments — those powerful instances when an advisor leads a client from confused and fearful to confident and fearless.
Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Insurance Alignment, Investment Research, Income Planning, Tax Intelligence, and Legacy Planning, combining agentic AI with trusted, deterministic analytics to turn complex financial insights into persuasive visuals. The result: clearer conversations, stronger relationships, and advisors who can prove their value in every client meeting.
Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and the first wealthtech company to earn ISO 42001 certification, Nitrogen is built on thirteen years of advisor data and half a trillion dollars in assets on platform. We invented the Risk Number®, built on a Nobel Prize-winning academic framework, and we champion the Fearless Investing Movement — because a world empowered to invest fearlessly starts with empowered advisors.
Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.
THE TEAM
The Account Executive - Advisor Sales team is responsible for driving revenue growth through strategic partnerships with our advisory networks. Account Executives focus on generating new business by cultivating referral pipelines, converting new users within these networks, and expanding existing relationships to maximize revenue potential. Average deal sizes range between $3,000 and $4,000, with an average sales cycle of 15–20 days.
WHAT YOU’LL BE WORKING ON
The Nitrogen Account Executive team is responsible for growing, developing, educating, cultivating and closing new investment advisors as customers for the Nitrogen product. We work closely together to make the technology disappear so that our customers can get back to what they’re good at: helping their clients.
- Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and educate them on the capabilities of the product.
- “Be the closer” - build a relationship with the prospective customer, learn their business objectives, convince them that Nitrogen can move the needle for them, and bring them aboard.
- Own your pipeline - Proactively generate new business through outbound prospecting and targeted outreach to build and maintain a healthy sales pipeline, in addition to managing inbound marketing generated leads.
- Our Marketing ORG will deliver weekly high valued leads to your pipeline, the goal is to convert them into Qualified Pipeline for your territory.
- Effectively and independently distill and deliver the Nitrogen value proposition, demonstrating Nitrogen SaaS platform via online demos.
- Develop into an industry expert in identifying customer ‘pain’ & helping to solve customer challenges.
- Develop a sustained pipeline and close new business at or above quota.
- Identify and qualify opportunities, pursue conversion of qualified leads to customer solutions with subscription-based revenue.
- Negotiate pricing and contractual terms to close sales as required.
- Responsible for maintaining SFDC to reflect an accurate pipeline and Forecast.
- Responsible for meeting or exceeding departmental goals for sales quota.
Requirements
- A minimum of 2-4 years of experience selling solutions in Software as a Service (SaaS) or Fintech industry is required.
- Proven track record of closing sales directly with end buyers and deci