Account Executive – Third Party Distribution

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $85k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Foundation Source

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Foundation Source is the nation’s largest provider of foundation management services, dedicated to empowering individuals and companies to create a better world through philanthropy. The company offers a configurable suite of administrative, compliance, and advisory solutions tailored for private foundations. With a focus on innovative technology and philanthropic expertise, Foundation Source has supported over 2,000 unique foundations and facilitated more than $10 billion in charitable aid, maintaining a remarkable 98% client retention rate.

📋 Description

• 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

• 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

• 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