Titan (titanmsp.ai)

Client Development Advisor

New York

Sponsorship not specifiedDetected 232 days ago

LLMsCRMSalesCommunicationCollaborationPublic Speaking

About the role

This is a high-autonomy, high upside role with a clear scoreboard, and your work directly shapes how Titan scales our AUM to $100B and beyond.

Run daily discovery and introductory calls with warm inbound leads from Titan's website, marketing channels, and referrals
manage structured follow-up cadences.
Maintain strict CRM hygiene: stage progression, activity logging, notes, and accurate forecasts.
Lead consultative Zoom calls to understand each prospect's financial goals, and qualify against fit: assets, complexity, timeline, and intent.
Handle questions and objections, drive decisions, and close - then shepherd the transfer/funding process (ACATs, rollovers, ACH transfers) to completion
Own your numbers: funded clients, funded assets, conversion rate, and speed to fund.
Share insights with engineering, product, & growth teams on lead quality, objections, and messaging to sharpen the funnel.
We're a small team by design.
Titan is building its first dedicated sales team, and you'll be a founding member.

3+ years of full-cycle consultative sales experience - you have been held accountable to closing new business, not just setting meetings.
Series 65 (or SIE/Series 7 + 66 equivalent) required.
Bachelor's degree or equivalent practical experience.
A demonstrable track record of meeting or exceeding conversion and revenue targets.

Lead consultative
Present Titan's wealth strategies, advisory services, and planning tools in a compelling, honest, client-first way.

This listing is sourced directly from Titan (titanmsp.ai)'s careers page and normalized into a canonical job model.