Drive territory growth by building strong client relationships and increasing assets under management.
Develop and execute strategic sales plans to attract new business and retain existing accounts.
Provide consultative investment guidance and serve as a trusted industry resource.
This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.
Develop and manage strategic partnerships with national and regional RIA, Broker-Dealer, recordkeeper, and asset management firms to drive sales growth.
Build and expand relationships with key decision-makers, executing account plans to increase distribution and revenue across assigned accounts.
Monitor industry trends and regulatory developments, providing actionable insights and collaborating cross-functionally with Sales, Marketing, Product, and Operations.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement plan administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, the company operates a coast-to-coast network of 19 leading firms.
Lead the compliance risk management team and ensure compliant operations across business lines.
Support the Chief Compliance Officer in designing and managing the enterprise-wide compliance and ethics program.
Supervise and mentor compliance staff, design training initiatives, and drive a culture of ethics and accountability.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products. We have over 1 million clients and more than $90 billion in assets, and we value diversity and equal opportunity.
Provide personalized investment guidance and virtual service to help clients achieve financial goals.
Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.
The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.
Coach, mentor, and develop a team of Advisor Sales Executives to drive retirement plan sales through financial advisors.
Own end-to-end sales metrics, forecasting, and strategy for the advisor channel using Salesforce.
Build relationships with financial advisors and partner cross-functionally to grow distribution and accelerate plan launches.
Human Interest provides affordable retirement plans for small and medium-sized businesses, aiming to close the retirement gap. It is a high-growth fintech company backed by major investors, with a culture focused on customer obsession and autonomous teams.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.
Act as the internal subject-matter authority on UMA structures and translate operational realities into clear, prioritized product requirements.
Partner with engineering, design, and client delivery to architect scalable solutions for wealth management and asset management clients.
Vestmark is a financial technology company that delivers personalized investing at scale through its direct indexing and tax-aware portfolio management platform, VAST. The company emphasizes a culture of collaboration, positive energy, continuous learning, and ownership, with a focus on serving wealth management and asset management clients.
Drive net-new revenue and achieve production targets within an assigned territory.
Pursue sales opportunities strategically through existing channels and markets.
Deliver compelling presentations and product demonstrations to showcase deep understanding of client needs.
Wealth.com is the industry's leading estate planning platform, empowering over 1,000 wealth management firms to modernize estate planning with a tech-led, end-to-end solution. The company has a collaborative and supportive culture, and is certified as a Great Place to Work for 2025.
Serve as a senior strategic partner and trusted advisor to multiple clients, strengthening executive relationships and ensuring long-term relationship health.
Lead the overall strategy and operational management of a significant client portfolio, balancing client satisfaction, delivery quality, growth, and financial performance.
Drive account growth by expanding executive relationships, identifying new opportunities, and developing long-term partnerships.
They are a digital agency or consultancy that delivers innovative digital products and experiences. They foster an inclusive, collaborative culture with multidisciplinary teams focused on high-quality client work.
Lead national sales strategy across THC beverage, hemp CBD, and functional wellness businesses.
Manage and grow the DSD sales team, key account managers, and broker network.
Drive go-to-market strategy and build commercial infrastructure for multi-state expansion.
Cornbread Hemp is a fast-growing brand in the hemp-derived wellness space, recognized as the #1 fastest-growing hemp company in America. We are a multi-channel portfolio company based in Louisville, Kentucky, committed to transparency, quality, and innovation through USDA organic products and vertically integrated manufacturing.
Lead the EMEA sales strategy and execution to drive revenue growth and market expansion.
Coach and develop a high-performing sales team across a geographically dispersed workforce.
Partner cross-functionally to align go-to-market strategies and resolve escalations.
Geotab is a global leader in IoT and connected transportation, providing fleet management analytics. We are a certified Great Place to Work with a growing, diverse team and a fast-paced culture.