Coordinate and schedule meetings with prospects, clients, and internal teams.
Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Guide clients through template completion, providing clear guidance and support.
Manage LOA generation and signing, ensuring timely completion.
Drive asset manager outreach to facilitate data connectivity and resolve onboarding queries.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets, fostering a culture of innovation and collaboration.
Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless experience.
Act as a trusted day-to-day contact, helping clients navigate questions and get the most out of the product.
Use data and insights to spot trends, identify opportunities, and support account growth strategies.
Addition Wealth aims to redefine financial health by making personalized financial expertise accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs and recognized globally.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Systematically call / email prospects to market NielsenIQ’s products.
Manage a pipeline of new business from initial conversation to close of sale.
Gather market intelligence and contribute to new product development to meet changing client needs.
NielsenIQ is a leading market research firm that provides alternative data products to hedge funds, mutual funds, and private equity firms. They combined with GfK in 2023 and have operations in 100+ markets, covering more than 90% of the world’s population.
Gather market intelligence and contribute to the development of new products and solutions.
Prospect new business through systematic outreach, including calling and emailing prospective clients.
Manage a pipeline of new business opportunities from initial engagement through close.
NielsenIQ is a leading global market research firm that delivers data‑driven strategic analytics and insights. They leverage a combination of first‑party and third‑party data assets, and their team operates in 100+ markets and covers more than 90% of the world’s population.
Be a trusted advisor, deeply understanding the customer’s business challenges and proactively address their evolving needs.
New account development and/or expanding existing accounts through maintaining revenue stream through successful renewal of existing business.
Map Dun & Bradstreet’s solutions to customer needs, ensuring a deep understanding of how our solutions can address specific business challenges.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas, and have been in business for over 180 years.
Support the sales strategy for loan agency and the implementation within their respective territory.
Successfully drive value-based sales and business development strategy & execution.
Develop deep relationships with new clients, partners, and influencers while deepening current relationships.
SRS Acquiom redefines how complex M&A and loan agency transactions get done by providing expertise and technology to dealmakers. They have a proven record of growth and innovation, and a culture that supports career moves.
Manage territory projections and develop sales activities to identify revenue opportunities.
Implement customer retention plans to secure current revenue streams.
Create and execute effective account/territory strategies focusing on new business growth.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
You grasp concepts quickly and know how to make the complex easy to understand.
You collaborate naturally with members across different teams balancing priorities.
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and corporate headquarters in Dublin, Ireland.
Engage with past clients to understand their current capital needs.
Gather required documentation to prepare qualified opportunities.
Work in a high-volume, results-driven sales environment.
Five Star Solutions is a fast-paced, high-growth INC 5000 company where you’ll connect directly with business owners and introduce them to our financial products. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers.
Oversee sales and account management for a large strategic client.
Develop relationships with C-level executives and understand their business.
Make sales presentations to improve client revenues and reduce risk.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.
Lead client facing sales efforts for current clients and new logo prospects within an assigned territory.
Conduct discovery to understand client needs, challenges, and objectives; design and propose tailored solutions aligned to Experian Employer Services offerings.
Drive growth in assigned territory through cross-sell, new sell, and expansion strategies.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Build and strengthen relationships with existing clients.
Identify opportunities to expand Onit’s footprint within current accounts.
Own the deal lifecycle across a defined portfolio of capital markets clients and prospects.
Onit is redefining the future of legal operations through the power of AI. They streamline enterprise legal management, matter management, spend management and contract lifecycle processes, transforming manual workflows into intelligent, automated solutions. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic.
Manage current clients and new business development/sales.
Prospect and develop relationships with new clients.
Negotiate annual and individual pricing contracts and agreements.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Monitors support queue and responds to client retirement plan questions.
Researches and assists in solving complicated client requests.
Actively maintain knowledge of retirement industry rules and regulations.
Ubiquity Retirement and Savings (dba Decimal Inc) provides retirement and savings solutions. They foster an inclusive and diverse workplace where everyone feels like a valued member of the Ubiquity family.
Develop the agenda and consultative strategy for high-impact client Strategy Consult (QBR) meetings.
Build strong rapport and confidence with clients, becoming their trusted advisor on use of our products.
Analyze and present results and data to clients during Strategy Consult meetings.
Rater8 is the healthcare industry’s leader in reputation management, helping medical practices establish pervasive online visibility. They are a rapidly growing healthtech innovator, serving over 25,000 providers at practices and hospitals of all sizes and specialties.
Conduct client interviews to gather financial information.
Recommend customized financial plans based on client goals.
Maintain a commitment to delivering excellent results.
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.
Engage with prospective clients to generate new business.
Maintain and cultivate relationships to increase deals.
Reach weekly targets and maintain organized traceability of communications.
Forward Financing is a financial technology company that aims to unlock capital for small businesses across America. The company has team members throughout the United States, Dominican Republic, and Canada, and they are known for investing in their employees and customer experience.