Client Executive - Advisory Sales
New York, NY
Sales /
Full Time Permanent /
Hybrid
JOB TITLE:Client Executive - Advisory Sales
LOCATION: NYC Metro area location required (Hybrid)
Who We Are:
Arootah is a high-growth advisory and coaching firm serving the alternative investment industry. Founded by Rich Bello, co-founder and former COO of Blue Ridge Capital, we help hedge funds, family offices, and investment firms achieve peak performance.
Our services span:
Operational advisory across best practices, due diligence, compliance,
marketing, business development, and fractional expertise
Executive, leadership, health, and performance coaching
Talent acquisition and leadership development
Technology and SaaS solutions for enterprise and consumer use
We are a mission-driven team dedicated to transforming professional performance and wellbeing across the financial landscape.
What We Need:
We are seeking a Client Executive specializing in Alternative Investment Advisory Sales to drive growth for our advisory services in this sector. This is a highly visible, hands-on role focused on outbound prospecting, qualification, and closing new business. Reporting directly to the Global Director – Revenue Strategy & Growth, this individual contributor will work cross-functionally with marketing, product, and leadership to generate pipeline and deliver results. The ideal candidate brings strong B2B sales acumen, understands how to position premium services to senior decision-makers within the alternative investment space, and is excited by the opportunity to grow a critical vertical within a dynamic firm.
What You’ll Do:
- Own and manage the full sales cycle for alternative investment advisory services: outbound prospecting, discovery, qualification, proposal development, and closing.
- Develop and execute targeted sales campaigns to drive awareness and interest in Arootah’s offerings within the alternative investment industry.
- Partner with marketing on lead generation and demand creation initiatives tailored to the alternative investment sector.
- Build and maintain a robust pipeline using CRM tools (HubSpot), ensuring visibility into funnel health and sales forecasting specifically for alternative investment advisory services.
- Represent the firm with credibility and professionalism to financial services executives and high-performance individuals in the alternative investment field.
- Maintain clear reporting on activity, outreach efforts, KPIs, and conversion metrics.
- Conduct market research to refine personas and identify whitespace opportunities in the alternative investment sectors.
- Provide feedback to leadership and product teams on market needs, objections, and emerging trends within alternative investments.
Qualifications:
- 5–8 years of B2B sales experience, preferably in advisory, professional services, or financial services verticals with a focus on alternative investments.
- Demonstrated success prospecting and closing complex deals with senior executives.
- Exceptional written and verbal communication skills.
- Experience working in a fast-paced, entrepreneurial environment with accountability for pipeline generation and revenue goals.
- Familiarity with CRM systems such as HubSpot.
- Deep interest in professional development and advisory services strongly preferred.
$140,000 - $165,000 a year
COMPENSATION & BENEFITS:
Base salary range: $140,000–$165,000
Commission, bonus, and equity-like participation opportunities
Comprehensive health, vision, dental, and 401(k) benefits
Flexible, hybrid work environment (currently fully remote)
Access to Arootah's Digital Wellness Center, coaching programs, and learning resources
A culture of high performance, personal growth, and continuous improvement
