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
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
Aqua is an investment platform that allows financial advisors to put their clients into alternative assets with no operational lift.
Funding
Current Stage
Early StageTotal Funding
$3.92MKey Investors
GradientY Combinator
2021-11-02Seed· $3.8M
2021-08-31Pre Seed· $0.12M
Recent News
The Morning Call
2025-10-29
FinTech Global
2025-10-09
The Philadelphia Inquirer
2025-10-03
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