Account Executive
- Role
- Sales
- Experience
- Mid
- Employment
- Full-time
- Company size
- Mid-size
Open to CA, JP, MX, TW, US only · Prefers NORTH AMERICA, United States. Set where you work from to check your eligibility.
The listing prefers candidates in North America and United States.
No BS summary
Account Executive with 3+ years selling technology or financial services into broker-dealers, RIAs, wealth managers, or financial institutions. Must have Series 7 and be able to run complex enterprise sales cycles for Broker API / brokerage infrastructure, primarily targeting US clients. Remote role with North America / US preference signals.
Core skills
Optional skills
Who We Are:
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision.
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 9 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 top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.
Our Team Members:
We're a dynamic team of 380+ 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
- Health Benefits
- 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.
Recruitment Privacy Policy
What you'll do
- Own the full sales cycle from outbound prospecting through contract negotiation and close
- Build and manage 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 decision makers at fintechs, broker-dealers, RIAs, wealth managers, banks, and other financial institutions
- Understand prospects' business objectives and technical requirements to position Alpaca's solutions
- Deliver product demonstrations, business presentations, and commercial proposals
- Collaborate with Solutions Engineering, Product, Integrations, Marketing, Customer Success, and Legal
- Maintain accurate pipeline data, forecasts, and account activity within Salesforce or CRM
- Refine sales messaging based on market feedback, customer insights, and competitive intelligence
- Represent Alpaca at industry conferences, customer meetings, and networking events
- Develop pipeline through prospecting, meetings, conferences/events, calls, and email
- Close net new business to drive revenue growth for Alpaca’s B2B business across Asia-Pacific
- Identify and qualify new business opportunities within the industry and nurture potential customer accounts to develop relationships
- Gain a deep understanding of product offerings to communicate Alpaca’s value proposition to prospects
- Listen to and interpret customer requirements, understand customer challenges, and present solutions that apply to customer needs
- Create and deliver sales presentations
- Measure outcomes of different messaging and contact approaches and adapt to improve results
- Provide sales analysis and insight
- Maintain accurate and timely data within the Sales CRM system
- Provide accurate forecasting
- Communicate cross-functionally with the whole company, especially Integration, Marketing, and Success teams
What they require
- 3+ years of experience selling technology or financial services solutions to broker-dealers, 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
- 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
- Proven track record of success in sales
- Eagerness to work in a fast-paced start-up with significant accountability
- Ability to manage the full sales cycle from prospecting and qualification through solutioning, proposal, negotiation, and close
- Ability to grow revenue, transaction volume, and assets under management under Alpaca’s Broker API
- Experience with prospects including fintech platforms, broker-dealers, registered investment advisers, wealth platforms, and other financial institutions, with a primary focus on Asia-based clients
- Excellent time management skills
- Ability to effectively manage multiple priorities at the same time
- A-team player, self-motivated, and driven to win
- Track record of success in quota achievement and closing fintechs, registered investment advisers, Broker Dealers, wealth platforms, or financial institutions
- Strategic and persistent with an entrepreneurial spirit
- Desire to be part of a hyper-growth start-up environment
- Preference for candidates located in Asia-Pacific financial centers
Benefits
- Competitive salary
- Stock options
- Health benefits
- One-time USD $500 new hire home-office setup
- USD $150 monthly stipend via Brex Card
- 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 a modern platform for trading. Alpaca's API is the interface for your trading algorithms, bots, or applications to communicate with Alpaca''s brokerage and other services.
What people say about this company
3.6/ 5