Senior Securities Account Executive – National Accounts

Job Description – Senior Securities Account Executive – National Accounts

Division / Department: AD Banker Sales
 Reports to (position): Director of Sales
 Level / Grade: Senior Individual Contributor
 Location: Assigned Territory (National Scope)
 Employment Type: Full Time, Exempt
 Work Conditions: Remote
 Travel: Up to 40%
 Telecommute: This is a remote position performing work in assigned territory

Minimum Educational Requirement:
 Four-year college degree in Business Administration, Sales, Marketing, or a related field, or equivalent combination of education and experience

Years of Experience:
 12+ years of progressive experience in complex direct sales and/or channel sales environments

Position Summary

The Senior Securities Account Executive – National Accounts, is responsible for generating and growing revenue for AD Banker’s securities education product line by actively building, managing, and converting a strong pipeline of opportunities. This role owns strategic, high‑complexity sales engagements within an assigned national territory and operates with a high degree of autonomy in advancing the most critical revenue opportunities from discovery through close.

The ideal candidate is a proactive hunter who is equally comfortable developing new business, expanding strategic partner relationships, and leading complex sales engagements involving senior‑level decision makers. Revenue generation will come from net‑new client acquisition, expansion and cross‑sell opportunities within the existing partner base, and strategic sales initiatives intended to position AD Banker as a market leader within the financial services education industry.

This role serves as a senior individual contributor and subject‑matter leader within the sales organization, influencing deal strategy, account planning, and long‑range growth while maintaining direct accountability for revenue outcomes.

Essential Functions / Job Responsibilities

• Own and lead the entire sales cycle for standard and high‑complexity opportunities, including prospecting, discovery, proposal development, negotiation, and close.
• Serve as the primary sales owner for the most complex and strategically significant opportunities within the assigned territory, exercising independent judgment and accountability to advance and close high‑value deals.
• Drive net‑new business development through targeted prospecting and strategic account penetration, with a focus on long‑term revenue growth and market expansion.
• Build, manage, and maintain a robust sales funnel to ensure accurate forecasting, visibility, and prioritization of key opportunities.
• Partner with internal teams—including content development, sales operations, technology, marketing, and compliance—to align solutions and execution for complex client needs.
• Develop and execute strategic account plans for high‑value clients, identifying cross‑sell and expansion opportunities across AD Banker’s education portfolio.
• Lead discovery calls, executive‑level meetings, and formal presentations with senior decision makers, industry leaders, and prospective clients.
• Attend, present, and represent AD Banker at industry events, partner meetings, and conferences to build brand awareness and revenue‑generating relationships.
• Monitor competitive products, pricing structures, and market trends; provide insights and recommendations to internal stakeholders to support long‑range sales planning.
• Maintain accurate and timely documentation of sales activity, pipeline progression, and forecasts within the CRM system.
• Utilize internal and external performance metrics to adjust sales strategy and optimize territory results.

Minimum Requirements

• Proven experience in a hunter‑focused sales role with demonstrated success in winning and closing complex, net‑new business.
• Experience working with executive‑level decision makers and key industry influencers to drive strategic sales outcomes.
• Strong track record of managing a large or national territory with minimal supervision.
• Demonstrated ability to structure, negotiate, and close sophisticated sales engagements with multiple stakeholders.
• Experience within the financial services industry preferred but not required.

Skills Required

• Advanced consultative selling and negotiation skills.
• Strong analytical and strategic problem‑solving capabilities.
• Excellent oral, written, and executive‑level presentation skills.
• Exceptional organizational, planning, and prioritization skills.
• Strong interpersonal and relationship‑building abilities; comfortable meeting clients in person.
• Ability to operate independently with a high level of accountability and attention to detail.
• Ability to influence and persuade others to achieve desired outcomes.

Technical Skills Required

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience using Salesforce or similar CRM platforms.
• Experience with video conferencing and presentation tools (Zoom, GoToMeeting, MS Teams, etc.).
• Comfortable learning and adapting to new technologies and sales tools.

Supervisory Responsibility

This position does not supervise the work of others.

Internal and External Interaction

This role interacts regularly with peers, cross‑functional partners, and sales leadership. Externally, the role engages directly with clients, partners, vendors, and industry stakeholders, including escalation and support situations within the assigned territory.

Physical Requirements

The physical demands of this position are representative of those that must be met to successfully perform essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

***$120,000-125,000 base plus a 60% variable commission plan.