Account Executive

RIA in a Box Careers

We are looking for a high energy and self-motivated Account Executive to join our team. You will play a crucial role and act as a trusted resource in helping registered investment adviser (RIA) firms solve their regulatory compliance, operations, and technology challenges.

In your regional territory, you will lead the sales efforts for our industry leading MyRIACompliance® solution which is an online software as a service (SaaS) technology and services platform that helps registered investment adviser (RIA) firms automate and better manage regulatory compliance requirements. Expert consulting can be combined with our software to provide guidance and expertise. To thrive in this role, you must utilize the right mix of diligence and creativity to become a trusted and valued resource to new and prospective clients while reaching your sales goals.

This position will onboard remotely until we can return to our suburban Cleveland office.

You can learn more about our team and company culture here:

What You'll Do

  • Prospect within your assigned territory in order to build a pipeline and achieve sales goals
  • Lead demos showcasing our MyRIACompliance® online compliance software and other products and services to prospective clients
  • Accurately maintain your pipeline and provide reliable forecasts
  • Utilize your creativity and drive to build relationships and close business
  • Attend various sales events including meetings, seminars, and training
  •  Track and forecast all activities via Hubspot and Salesforce CRM

What We're Looking For

  • 2+ years of sales experience, ideally in a financial services, SaaS, or FinTech environment
  • Ability to quickly understand our solutions in order to effectively sell
  • Proven track record of closing new business over a sustained period and exceeding sales targets
  • Enthusiasm for helping our clients improve their business
  • Passion for working in a fast-paced small company environment with a high level of self-motivation and organization
  • Attention to detail and ability to manage the sales cycle and from beginning to end
  • Demonstrated ability to collaborate and build relationships
  • Bachelor's degree in business, marketing, or related field


  • Competitive base salary + performance-based bonus
  • Unlimited PTO
  • Exceptional medical, dental, and 401k plan benefits
  • Directly contributing to the growth and success of a rapidly growing business
  • Ongoing professional development and direct training
  • Fun and casual office environment

Think you're a good fit? Apply below! 

RIA in a Box® is a fast-growing, entrepreneurial financial services and technology firm, providing the leading number of registrations and ongoing compliance services to RIAs throughout the United States. Our mission is to provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice.
 RIA in a Box is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.