Founding Account Executive—Distribution Channels jobs in United States
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Aqua · 3 months ago

Founding Account Executive—Distribution Channels

Aqua is the operating system for wealth channel alternatives, building a platform for independent broker-dealers and independent financial advisors to invest in alternative assets. The Founding Account Executive will lead sales efforts into these channels, managing the full sales cycle and driving deals to close while collaborating with various stakeholders.

Asset ManagementFinanceFinancial Services

Responsibilities

Own the entire sales cycle for broker-dealer prospects, from prospecting through close; build and manage a robust pipeline of opportunities with mid-sized to large BDs; engage with C-suite, product, operations, and compliance stakeholders to uncover needs and align solutions; negotiate contracts, pricing, and terms to secure long-term partnerships
Represent the company at industry events, conferences, and BD networking forums; collaborate with marketing on campaigns and thought leadership tailored to BDs
Partner closely with Sales Engineers for demos and technical deep dives; work with Customer Success to ensure smooth onboarding and expansion of BD relationships; provide structured feedback from the field to inform product roadmap and feature prioritization

Qualification

B2B enterprise salesFinancial technologyBroker-dealer operationsConsultative sellingRelationship-buildingPresentation skillsNegotiation skills

Required

5–8+ years of B2B enterprise sales experience, ideally within financial technology, SaaS, or investment/wealth management solutions
Proven track record selling into broker-dealers and RIAs
Strong understanding of BD workflows—compliance, operations, advisor distribution, and investment data
Consultative selling style, able to build trust and manage multi-stakeholder sales cycles
Exceptional presentation, negotiation, and relationship-building skills

Company

Aqua

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Aqua is an investment platform that allows financial advisors to put their clients into alternative assets with no operational lift.

Funding

Current Stage
Early Stage
Total Funding
$3.92M
Key Investors
GradientY Combinator
2021-11-02Seed· $3.8M
2021-08-31Pre Seed· $0.12M

Leadership Team

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Dev Patel
Co-Founder
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Company data provided by crunchbase