About the role
About Titan Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights. Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
Compensation: Titan offers competitive cash
compensation and well-above-market equity packages because we want every team member to be an owner. World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman. Role Overview Titan is seeking a driven and personable Account Executive to help expand our client base. You’ll be boots on the ground in building this team out, on the front lines engaging prospective clients, guiding them through their first interactions with Titan, and converting interest into long-term relationships. Your work will directly shape Titan’s growth and the client experience. What You’ll Do Lead Engagement & Client Acquisition Inbound Lead Engagement: Connect with prospective clients who reach out through Titan’s website, marketing channels, and referrals — offering a proactive and consultative introduction to Titan. Prospect Discovery: Hold initial conversations to understand financial goals, answer questions, and determine whether Titan’s offerings fit the prospect’s needs. Meeting Coordination: Schedule deeper advisory or onboarding conversations for qualified prospects with the appropriate Titan teams. Lead Nurturing: Re-engage individuals who have expressed interest but haven’t yet taken next steps, ensuring they remain informed and supported. Pipeline Management & Operations Pipeline & CRM Management: Maintain organized, accurate records of all interactions and opportunities within Titan’s CRM, ensuring visibility and timely follow-ups. Performance Ownership: Track outreach, meetings, conversion rates, and other KPIs to consistently meet or exceed individual and team targets. Cross-Functional Collaboration Sales & Marketing Partnership: Share insights on lead quality, common prospect questions, and messaging effectiveness to help refine outreach strategies. Client Growth Opportunities: Identify areas where Titan can provide additional value to clients and surface those opportunities to the appropriate internal teams. Product & Industry Mastery Develop a deep understanding of Titan’s investment strategies, wealth advisory services, and planning tools. Stay current on trends in wealth management, fintech, and investment strategy to better support and educate prospective clients. Required Experience 3+ years in direct sales, business development, or client acquisition. Energetic, personable communicator who builds trust quickly. Strong verbal and written communication skills; confident in outbound calls, presentations, and consultative conversations. Experience selling consumer-facing products or services; fintech, wealth management, or SaaS experience is a plus. Familiarity with financial planning or investment concepts; professional credentials (CFP, Series licenses, etc.) are helpful but not required. Highly organized, self-motivated, and target-oriented — comfortable managing a sales pipeline independently. Bachelor’s degree or equivalent practical experience.
