Great Gray Trust Company, LLC logo

Account Executive (Fintech Sales)

Job Overview

Location

Las Vegas, NV

Job Type

Full-time

Category

Sales

Date Posted

May 21, 2026

Full Job Description

đź“‹ Description

  • • The Account Executive will own the full sales cycle for RPAG’s retirement plan practice management platform, driving revenue by developing pipeline, managing deals, and ensuring seamless client handoffs in a growing fintech organization.
  • • Day to day, the role involves outbound prospecting via email, phone, and social channels; qualifying inbound leads; conducting discovery conversations; communicating platform value to stakeholders; maintaining accurate CRM records; collaborating with marketing on campaigns; engaging leads from events and partner channels; providing market and competitor feedback to leadership; researching target markets; representing RPAG professionally in meetings and events; and partnering with internal teams to ensure client satisfaction.
  • • Great Gray Group, through its subsidiary RPAG, delivers advanced retirement solutions combining fiduciary services, investment options, technology, and client service to protect plan fiduciaries and engage participants, with a focus on innovation and trust.
  • • The person will learn to navigate complex financial services sales cycles, deepen expertise in retirement and fintech markets, refine consultative selling techniques, and grow into a trusted advisor role while contributing to scalable revenue growth and long-term client relationships.

🎯 Requirements

  • • Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets
  • • Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment
  • • Strong discovery, communication, and presentation skills with the ability to influence decision-makers
  • • Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools
  • • Knowledge of the retirement or financial services industry is a plus
  • • Strong organizational skills and attention to detail

🏖️ Benefits

  • • Hybrid work model with 4 days onsite and 1 day remote in Las Vegas, NV office
  • • Opportunity to work with industry-leading retirement plan practice management platform
  • • Collaborative environment focused on innovation, trust, and client success in retirement services
  • • Clear path to impact revenue growth and long-term client relationships in a growing fintech organization
  • • Exposure to advanced retirement solutions combining fiduciary services, investment options, and technology
  • • Culture emphasizing Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, and Collaborative values

Skills & Technologies

Remote
Degree Required

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Great Gray Trust Company, LLC logo
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About Great Gray Trust Company, LLC

Great Gray is a financial services firm specializing in collective investment trusts (CITs) for retirement plans. It acts as trustee and fiduciary over pooled, tax-exempt investment vehicles tailored for qualified retirement plans. Great Gray provides technology, governance, and administrative infrastructure (e.g. onboarding, fund oversight, recordkeeping integrations) to streamline investment operations for advisors, plan sponsors, and asset managers. It positions itself as a modern, transparent, and efficient alternative to traditional mutual funds in the institutional retirement space.

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