Call high-net-worth leads to qualify and schedule face-to-face appointments.
Meet with prospective clients to gather new clients and assets for the firm.
Focus on acquisition and direct consultative selling to close business.
Fisher Investments is a global investment management firm. They distinguish themselves by putting clients first, providing unmatched service, and taking a personalised approach to investing.
Developing and executing a contact strategy to grow revenue across Digital Wealth, Platform, B2B and B2B2C channels
Building and maintaining strong relationships with digital partners, acting as a primary relationship manager
Understanding client needs and tailoring service levels to provide a high‑quality, value‑adding experience
Legal & General (L&G) is a leading UK financial services group and major global investor. They've been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of customers and creating value for shareholders.
Lead a sales team focused on cross-selling existing SMB clients.
Transform the team's sales motion to a strategic, consultative approach.
Coach reps to identify client needs and build business cases.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. They cultivate a collaborative and supportive environment, fostering innovation and are certified as a Great Place to Work for 2025.
Driving new business growth within a designated set of accounts or territory.
Utilizing consultative selling techniques, you will align client needs with our best-of-breed solutions focused on solving critical problems for Financial Services companies.
Nurturing existing relationships but also actively identifying and capitalizing on opportunities to expand NiCE's presence across the region.
NiCE Ltd. empowers 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences, fight financial crime, and ensure public safety through its software products. It's an innovation powerhouse with over 8,500 employees across 30+ countries.
Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Advise high-net-worth and institutional clients with tailored investment strategies.
Build and maintain long-term client relationships through proactive communication.
Develop and execute business development strategies to identify and convert new opportunities.
Jobgether uses an AI-powered matching process to ensure your application is 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.