Senior Account Executive

About the Company
The Entrust Group is focused on advancing our mission in the alternative investment space.

Job Summary
As an Account Executive or Senior Account Executive in a quota-carrying role focused on territorial growth, you will drive revenue generation and client acquisition for Self-Directed IRAs while working with our team. This role needs a strategic self-starter who can lead by example, actively develop new opportunities, and work well with internal departments like Sales, Operations, Finance, Client Services, IT, and Marketing to give clients a clear, focused experience. You will play a key part in growing our reach and making our processes better, acting as a contact across departments to support our goals.

Responsibilities

• Consistently meet quarterly sales quotas by driving revenue through focused outreach and relationship management within an assigned territory.
• Focus on Real Estate, Alternative Assets, Precious Metals, LLCs, and Private Equity sectors.
• Develop and keep up accurate territory forecasts by looking at past sales data, current market trends, and real-time pipeline information to guide decisions and drive revenue growth.
• Develop and carry out territory-specific plans to grow B2B channels and partnerships, working closely with internal teams to improve how we connect with people and convert them.
• Follow up on leads from marketing. Work with the marketing team to quickly and well engage with leads using a set follow-up process, making sure these contacts are supported and turned into strong sales chances.
• Keep up strong pipeline coverage. Proactively create and qualify self-generated leads through focused outreach, market analysis, and networking to keep a steady flow of good prospects that drive your territory’s revenue growth.
• Direct and mentor a dedicated BDM Assistant who handles account setup and onboarding for new clients, partners, and institutional relationships, making sure the experience is smooth and high quality.
• Support and take part in decisions about hiring, onboarding, and managing performance for BDM Assistants, working with leadership.
• Proactively coach team members who are not meeting goals, giving clear advice to improve how much they produce and match company standards.
• Work with the Director of Sales to design and put in place strategic sales plans, marketing activities, and operational methods aimed at growing the SDIRA client base.
• Set and track measurable goals for territory performance, helping to reach territory production and financial targets.
• Grow key partner and institutional relationships, making the channel more valuable and driving long-term client retention.
• Travel within the assigned region to support partner-facing work, including attending a minimum of two in-person events per year for each Business Development Manager.

Requirements

• Requires a superior ability to work alone and to build, support, and manage strong business relationships.
• Needs analytical skills to look at territory chances and set good ways of working.
• Exceptional speaking and writing skills are needed, along with the ability to spot and coach others on how to improve their communication, including public speaking.
• Must have a high standard for client service and the ability to focus on the long term.
• Must have advanced knowledge of retirement plans, investment products, and real estate deals.
• Must know the US laws and rules that apply to these areas.
• Exceptional organization skills are required.
• A very good ability with all systems and software used by The Entrust Group is needed.

Credentials and Experience

• Formal Education: Bachelor’s degree in finance.
• Experience: 5 to 7 years of strong sales experience and a minimum of 3 years in the SDIRA market.

Preferred Qualifications (Nice to Have)

• A CISP designation is helpful.

Special Requirements

• Travel up to 25% along with working outside of regular business hours may be needed regularly to meet quotas and do responsibilities.

Supervisory Controls

• Supervision Received: The employee works alone and generally chooses the ways and methods needed to finish the work. Certain responsibilities, as noted above, will be done with the Director of Sales or as thought right.
• Employees Supervised: Responsibilities include disciplining employees, solving personnel problems, suggesting hires and firings, and developing work methods. The supervisor in this position manages a working unit or team with responsibility for employee performance review, as noted above.

Complexity of the Work
In this role, you are expected to consistently meet and go past quarterly quotas and drive strong growth targets in the SDIRA market. You will coordinate many job functions, including production, financial, and operational duties, to make sure all goals are not just met but surpassed. This position requires often using analytical skills to solve hard problems and to make processes simpler, making sure decisions are fair and communication is clear across many departments. Handling private information is a daily job, and you will be expected to show complete care for our privacy rules and procedures while always making sure operations are secure and follow the rules.

Judgment and Initiative
You will need to use good judgment when independently looking at and fixing problems that are important to our main goals. The role asks that you use your own drive and creativity to come up with new ways that not only make individual tasks work better but also help the whole company succeed. Your ability to look at situations fairly and make clear suggestions will be key to keeping an advantage in the SDIRA market, making sure every choice supports the best interests of The Entrust Group.

Internal Contacts
Engage all the time with every member of The Entrust Group Team to create a cooperative setting, making sure communication is smooth, shared ideas are strategic, and work is unified across all departments. Your active involvement will drive agreement with company goals and allow for quick reactions to market chances.

External Contacts
Build and keep strong relationships with business partners and clients through regular, meaningful contact. Your role will be the main point of contact, making sure outside communications are clear, strategic, and focused on growing market presence and driving revenue growth in the SDIRA area.

Work Environment
Requires doing regular job functions in a controlled setting with little exposure to unpleasant job parts and little risk of physical or mental harm.

Compensation
Base salary plus commission. Commissions will be calculated and paid quarterly based on the terms and conditions of the annual compensation plan. (Note: A new compensation plan document with terms and conditions for signature will be updated yearly and given to all quota-carrying Sales Team members by December 15 of each fiscal year).

• Use our commission-based model with truly no limit on what you can earn. Exceeding your targets directly increases your pay while you help the company grow.
• Commissions will be paid in the first pay period after the close date for the quarter. For example, Q3 commissions will be paid on October 15, 2025.
• The Account Executive or Senior Account Executive must be a full-time employee of The Entrust Group when payments are sent out.

Location
This position is only open to candidates from Texas and New Jersey.