Onboarding new clients efficiently, ensuring seamless handoffs from RVPs to Wealth Management Teams.
Driving sales momentum by proactively initiating opportunities with channel partners and participating in prospect meetings.
Managing prospecting activity, including Client Questionnaires and communications with Financial Consultants.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with opportunities in the financial services sector. They focus on remote, part-time roles with potential for significant earnings.
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.
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.
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.
Managing customer relationships as the point of contact for employer partners and users.
Leading the customer support function to gather valuable feedback from customers and end users.
Building operational tests and processes from the ground up, iterating on existing ones.
Addition Wealth aims to redefine financial health by making personalized financial expertise inclusive and accessible. They leverage technology to create impactful experiences and foster financial decision-making, and they've received recognition as a top fintech company and innovator.
Review written communication for FINRA compliance and prevent non-compliant actions.
Review user transaction documents and support legal/compliance issues.
Assist in compliance Due Diligence and KYC/AML tasks.
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
Learn to onboard, service and sell products to UHNW & Family Office clients.
Develop an understanding of customer needs and formulate appropriate solutions.
Act as the principle point of contact for a book of clients after training.
Xapo Bank is committed to providing economic freedom and wealth protection through cutting-edge technology. They are a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world with a culture of hard work, global thinking, and mutual inspiration for growth.
Global Elite Empire Consultants is a third-party recruiter. They may use AI tools to support parts of the hiring process but do not replace human judgment.
Assist investment advisers and other financial services firm customers with regulatory obligations.
Process applications for new representatives of investment adviser and broker-dealer firms, including Form U4.
Coordinate with state and SEC regulators to secure registration for customer firms.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. They empower Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence, serving thousands of global financial services clients.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants helps teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. We are a third-party recruiter.
Directly responsible for helping meet and exceed client expectations by supporting our clients and their employees.
Answer incoming calls and chats from customers about their employer’s benefits plans and related processes.
Document information into a client system to track customer interactions and solutions.
Bswift transforms benefits administration, making it simpler, smarter, and more human. They serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants is a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses, but final hiring decisions are ultimately made by humans.
Manage client relationships accounts up to $2-4MM in volume revenue and develop the team service strategy.
Independently prepare for, plan and conduct client meetings, and manage preparation of new business RFP’s.
Provide strategic management new and renewal business risk identification and program design, and perform thorough contract reviews for clients.
Newfront, a WTW company, is committed to providing risk management guidance to companies primarily engaged in the Financial Institution and Fintech industry segments. They are a fast-growing group that promotes from within and provides professional development opportunities for their team.
Hunt and close net-new Enterprise logos in Financial Services and fintech.
Build and execute focused territory and account plans for priority banks, credit unions, and wealth firms.
Lead long, complex Enterprise sales cycles, navigating RFP/RFI processes, InfoSec, Risk, Legal, and Procurement.
Coconut Software provides intelligent branch solutions that streamline operations, enhance customer experiences, and empower staff. They are a growing company with plans to scale the business, fostering an inclusive community where diverse perspectives are valued.
Serve as a subject matter expert across member support channels.
Help members understand Public's products and features.
Partner with Legal, Compliance, and Operations to resolve complex member issues.
Public is a long-term investing platform where investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios. Headquartered in New York City, Public has raised over $400M and is trusted with billions in assets.
Communicating with customer and escrow staff via phone and email.
Monitoring a team inbox.
First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases. Our inclusive, people-first culture has earned our company numerous accolades and they strive to be a great place to work.
Manage executive calendars, schedule meetings, and coordinate appointments across multiple time zones
Handle incoming and outgoing correspondence, including emails, phone calls, and written communications
Organize and maintain files, documents, and records using digital systems and cloud-based platforms
LesBaird Consulting LLC provides professional support services to businesses seeking to improve efficiency, streamline operations, and achieve sustainable growth. The firm specializes in areas such as business strategy, administrative support, project coordination, and client service management; it is a smaller or emerging firm.
Manage multiple incoming streams of support request.
Coordinate with stakeholders to address challenging cases.
Build strong, trusting relationships with customers.
AssetWatch powers manufacturing uptime through condition monitoring. They are a devoted team with world-renowned engineers and business leaders. They are building the future of predictive maintenance. As they enter the next phase of rapid growth, they are seeking people to help lead the journey.
Develop and manage client accounts by providing tailored financial solutions that meet individual needs.
Conduct market analysis to identify trends and opportunities for clients.
Engage in inside sales activities, including calling warm lead potential clients to generate sales.
The company provides expert financial advice and solutions to clients, helping them achieve their financial goals. They value people who strive to provide exceptional financial consulting services while fostering professional growth within their team.