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Senior Securities Account Executive – National Accounts

May 29, 2026

<div style="margin: 0px; padding: 0px; user-select: text; color: #000000; font-family: 'Segoe UI', 'Segoe UI Web', Arial, Verdana, sans-serif; font-size: 12px; white-space: normal; background-color: #ffffff;"> <div style="margin: 0px; padding: 0px; user-select: text; clear: both; cursor: text; overflow: visible; position: relative; direction: ltr;"> 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 <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Position Summary</h3> 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. <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Essential Functions / Job Responsibilities</h3> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Own and lead the entire sales cycle for standard and high‑complexity opportunities, including prospecting, discovery, proposal development, negotiation, and close.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">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.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Drive net‑new business development through targeted prospecting and strategic account penetration, with a focus on long‑term revenue growth and market expansion.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Build, manage, and maintain a robust sales funnel to ensure accurate forecasting, visibility, and prioritization of key opportunities.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Partner with internal teams—including content development, sales operations, technology, marketing, and compliance—to align solutions and execution for complex client needs.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Develop and execute strategic account plans for high‑value clients, identifying cross‑sell and expansion opportunities across AD Banker’s education portfolio.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Lead discovery calls, executive‑level meetings, and formal presentations with senior decision makers, industry leaders, and prospective clients.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Attend, present, and represent AD Banker at industry events, partner meetings, and conferences to build brand awareness and revenue‑generating relationships.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Monitor competitive products, pricing structures, and market trends; provide insights and recommendations to internal stakeholders to support long‑range sales planning.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Maintain accurate and timely documentation of sales activity, pipeline progression, and forecasts within the CRM system.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Utilize internal and external performance metrics to adjust sales strategy and optimize territory results.</li> </ul> <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Minimum Requirements</h3> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Proven experience in a hunter‑focused sales role with demonstrated success in winning and closing complex, net‑new business.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Experience working with executive‑level decision makers and key industry influencers to drive strategic sales outcomes.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Strong track record of managing a large or national territory with minimal supervision.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Demonstrated ability to structure, negotiate, and close sophisticated sales engagements with multiple stakeholders.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Experience within the financial services industry preferred but not required.</li> </ul> <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Skills Required</h3> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Advanced consultative selling and negotiation skills.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Strong analytical and strategic problem‑solving capabilities.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Excellent oral, written, and executive‑level presentation skills.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Exceptional organizational, planning, and prioritization skills.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Strong interpersonal and relationship‑building abilities; comfortable meeting clients in person.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Ability to operate independently with a high level of accountability and attention to detail.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Ability to influence and persuade others to achieve desired outcomes.</li> </ul> <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Technical Skills Required</h3> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Experience using Salesforce or similar CRM platforms.</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Experience with video conferencing and presentation tools (Zoom, GoToMeeting, MS Teams, etc.).</li> <li style="margin: 0in 0in 0in 0px; line-height: 125%; font-size: 10pt; font-family: arial, helvetica, sans-serif;">Comfortable learning and adapting to new technologies and sales tools.</li> </ul> <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Supervisory Responsibility</h3> This position does not supervise the work of others. <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Internal and External Interaction</h3> 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. <h3 style="margin: 12.3pt 0in; line-height: 125%; break-after: avoid; font-size: 14pt; font-family: Aptos, sans-serif; color: #0f4761; font-weight: normal;">Physical Requirements</h3> 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. </div> </div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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