Account Executive

Adaptive Distribution Group (ADG) specializes in Sales and Marketing solutions tailored to meet the needs of Financial Services companies. With expertise in supporting startups to multi-billion dollar investment firms, ADG provides a range of services including telemarketing, inside and outside sales (via licensing broker dealer North Capital Private Securities), email marketing, branding, and strategic planning. Our focus is on helping businesses grow by effectively managing and executing their sales and marketing initiatives.

At ADG, we are committed to delivering measurable results and fostering long-term partnerships.

This is a full-time role for an Account Executive, based in Providence, RI, with some flexibility for partial remote work. The Account Executive will be responsible for identifying and developing client relationships, managing sales processes, generating leads, planning and executing marketing strategies, as well as meeting and exceeding sales goals. This role involves collaborating with internal teams, conducting market research, and preparing presentations to prospective clients.

• Mandatory Bachelor’s degree in Business, Marketing, or a related field
• Mandatory FINRA Series 6, 63, a Series 7 preferred,
• At least one year of experience in financial services telemarketing, inside or outside sales prefer­able for mutual funds or ETFs.
• Exceptional verbal and written communication skills, with a professional demeanor
• Self‑motivated and results‑driven with the ability to work independently and as part of a team
• Experience with Salesforce, Hubspot, Ring Central a plus.