Facet Wealth

Account Executive

  • Contract: Full-time

Job Description

We are looking for a hungry, agile person ready to propel their sales career. As part of the B2B sales team, you will be responsible for managing all of Facet’s top-of-funnel processes and efforts as directed by Head of Partnerships. We work with other financial advisors, platforms, and industry partners as a responsible referral partner and to transition their small accounts to Facet and run a B2B sales process to identify these potential prospects and partners. You will be responsible for all outreach and qualification of these folks and will work closely with the rest of the sales team to build our pipeline.

Your Responsibilities

  • You are responsible for all top-of-funnel sales efforts, including email campaigns and cold calling. You feed our sales team with qualified opportunities.
  • A/B test and optimize email/ cold call campaigns to generate maximum response and interest in partnering with Facet
  • Work closely with channel partners and manage partner relationships to generate leads
  • Work closely with our sales and marketing teams to relay market feedback. You are Facet Wealth’s front lines, and the knowledge you gather will be used to create content to maximize awareness of Facet in the financial services industry

Skill Requirements


  • You have 2+ years of experience in sales
  • You are comfortable owning a number: you will be measured on the number of qualified opportunities that you generate for the sales team
  • You are process-oriented and diligent (coordinating and running lots of outreach processes)
  • You are outgoing and not afraid to get on the phone (a big part of this job will be outward-facing)
  • You are hungry and a self-starter. You can manage your own workload with little-to-no oversight, and you want to build a company. The sky is the limit with this job: if you do it well, you will advance quickly in the organization
  • You are innovative and always looking for efficiencies


  • You have experience in financial services and are fluent in industry jargon
  • You understand the tools: experience using Salesforce, email tools, and lead-gen databases
  • You want to be a sales person.

About the Company

Facet is disrupting the wealth management industry. Our innovative technology and unique advisor model allow us to deliver high quality financial services to the 33 million mass affluent households in the US. As a company, our goals are:

  • Help millions of Americans achieve their financial goals through high quality financial advice previously not available to them
  • Build the next generation of financial planning and financial life management tools that redefine how wealth management is delivered
  • Create a company culture that is as fun as it is stimulating

How to apply

Apply for this job online using the link below.

External Link »