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Salary: USD 85,000 - 125,000 / annual
Foundation Source is seeking an Account Executive for Third Party Distribution to build and grow relationships with financial advisors, RIAs, banks, broker-dealers, and nonprofit organizations. You will bring the company's Donor Advised Fund, private foundation, and philanthropic advisory capabilities to market while supporting existing clients and growing a book of business alongside senior sales leadership.
The role is split across four key areas: Business Development & Sales (50%) focuses on developing and executing sales strategies to grow adoption of the philanthropic technology platform across RIAs, independent advisors, banks, broker-dealers, and nonprofits. You will build and manage prospect pipelines through outbound outreach, referral networks, and conference participation; conduct consultative sales conversations with needs assessments and product demonstrations; work with senior sales leadership to advance and close agreements; and consistently meet quarterly and annual activity metrics and revenue targets.
Relationship Management (20%) involves maintaining regular communication with distribution partners and assigned accounts to support engagement and retention. You will develop working knowledge of each firm and client's philanthropic goals, act as a subject matter expert, assist in business reviews to track platform usage and surface growth opportunities, and coordinate with internal teams on client onboarding.
Education & Market Development (20%) requires conducting engaging presentations, webinars, and training sessions on philanthropic giving vehicles for advisors, institutions, and nonprofit stakeholders. You will articulate the value of services across multiple use cases, develop familiarity with industry trends and competitive offerings, and represent the company at industry conferences and networking events.
Collaboration & Reporting (10%) involves partnering with marketing on sales enablement materials, maintaining accurate CRM records, providing pipeline updates to leadership, and working cross-functionally with product, technology, and compliance teams.
This is a fully remote position with up to 30–40% national travel required. You will need a dedicated home office with reliable high-speed internet.
REQUIREMENTS:
Required:
- 5+ years of experience in financial services sales, wholesaling, or client-facing roles 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 ability to explain financial, tax, and estate planning concepts
- Self-motivated with ability to manage own schedule and priorities in remote environment
- Willingness to travel 30–40% nationally
Preferred:
- Working knowledge of philanthropic giving vehicles (DAFs, private foundations, philanthropic advisory services)
- Exposure to philanthropic technology platforms or charitable giving solutions
- Familiarity with private foundation operations, grantmaking, or philanthropic advisory services
- Existing relationships within RIA, broker-dealer, or community foundation space
- Progress toward or interest in CFP, CSPG, CAP®, or other financial planning/philanthropic designations
- Background in nonprofit fundraising, donor relations, or foundation management
