Account Executive – Third Party Distribution

Foundation Source

. Build relationships with financial advisors and RIAs, banks and broker-dealers, nonprofits, and foundations .

Posted 9/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services sales and philanthropy, with a strong ability to build relationships and execute sales strategies for philanthropic technology platforms. Proficient in CRM tools and capable of conducting consultative sales conversations while meeting revenue targets.

Highest-signal resume keywords

Financial Services Sales ExperienceCRM Proficiency (Salesforce, HubSpot)Philanthropic Advisory KnowledgeConsultative Sales SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Strategy DevelopmentPipeline ManagementNeeds AssessmentProduct DemonstrationRevenue Growth ContributionPhilanthropic Giving Vehicles KnowledgeGrantmaking FamiliarityFinancial Planning ConceptsClient Onboarding SupportMarket Feedback Provision

Soft Skills

Clear CommunicationSelf-MotivationProblem-SolvingCollaborationPresentation Skills

Tools & Technologies

SalesforceHubSpotPhilanthropic Technology PlatformsCRM Systems

Certifications & Qualifications

CFPCSPGCAP®

Industry Keywords

Financial AdvisorsRIAsBroker-DealersNonprofit OrganizationsPhilanthropyDonor Advised FundsPrivate FoundationsCharitable Giving SolutionsWealth ManagementFoundation Management

About the role

Key responsibilities & impact

Build relationships with financial advisors and RIAs, banks and broker-dealers, nonprofits, and foundations
Bring Donor Advised Fund, private foundation, and philanthropic advisory capabilities to market
Support existing clients while growing a book of business alongside senior sales leadership
Develop, support, and execute sales strategies for the philanthropic technology platform
Build and manage a prospect pipeline through outbound outreach, referral networks, and conference participation
Conduct consultative sales conversations, needs assessments, product demonstrations, and proposal support
Work with senior sales leadership to advance and close agreements with distribution partners and institutional clients
Meet quarterly and annual activity metrics and revenue targets
Maintain communication with distribution partners and assigned accounts to support engagement and retention
Understand client philanthropic goals and provide ongoing support as a subject matter expert
Conduct business reviews to track platform usage and identify growth opportunities
Respond to client inquiries and coordinate issue resolution with internal teams
Partner with client success and product teams to support smooth client onboarding
Conduct presentations, webinars, and training sessions on philanthropic giving vehicles
Articulate service and technology value across multiple use cases
Monitor industry trends, regulatory developments, and competitive offerings
Attend and represent the company at conferences, trade shows, and networking events
Partner with marketing on sales enablement materials, case studies, and thought leadership content
Maintain accurate pipeline records in CRM systems such as Salesforce or HubSpot
Provide pipeline updates and market feedback to senior leadership
Collaborate with product, technology, and compliance teams to relay client needs and inform the product roadmap
Perform other assigned duties consistent with the role

Requirements

What you’ll need

5+ years of experience in financial services sales, wholesaling, or a client-facing role within wealth management or philanthropy
Track record of hitting activity targets and contributing to revenue growth
Experience working with or selling to financial advisors, RIAs, broker-dealers, or nonprofit organizations
Proficiency in CRM tools (e.g., Salesforce, HubSpot)
Clear, confident communication skills with the ability to explain financial, tax, and estate planning concepts to varied audiences
Self-motivated with the ability to manage your own schedule and priorities in a remote environment
Willingness to travel up to 30–40% nationally
Working knowledge of philanthropic giving vehicles, including Donor Advised Funds, private foundations, or philanthropic advisory services (preferred)
Exposure to philanthropic technology platforms, charitable giving solutions, or financial services wealth platforms (preferred)
Familiarity with private foundation operations, grantmaking, or philanthropic advisory services (preferred)
Existing relationships within the RIA, broker-dealer, or community foundation space (preferred)
Progress toward or interest in earning a CFP, CSPG, CAP®, or other financial planning or philanthropic designation (preferred)
Background in nonprofit fundraising, donor relations, or foundation management (preferred)
Must have a distraction-free home office or workspace
Must have a reliable high-speed internet connection
Must be able to occasionally lift and/or move up to 15 pounds
Must meet the physical demands of the position, including talking/hearing, using hands/fingers, standing, walking, sitting, reaching, and visual focus requirements

Benefits

Comp & perks

Fully remote work arrangement
Flexible schedule and ability to manage your own priorities in a remote environment
Home office/workspace arrangement
High-speed internet requirement to support work technology
Reasonable accommodations for individuals with disabilities
Equal opportunity employment