Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.
Lead a sales team within a designated territory to demonstrate AssetMark's value proposition to financial advisors.
Travel to advisor offices and industry events, provide support for client presentations, and assist new advisors with onboarding.
Educate advisors on wealth management platforms, investment practice management, and client relationship offerings.
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Lead complex enterprise sales cycles in the financial services sector.
Build a sustainable pipeline through strategic prospecting and territory mapping.
Deliver value-based presentations to C-level executives, establishing trusted advisor status.
Appian provides AI-powered process automation for mission-critical work in large enterprises and governments. As a publicly traded company with over 25 years of experience, Appian fosters a culture of intensity and excellence with a collaborative team.
Sell data-driven research and products to the buy-side investment community with 7+ years of relevant experience.
Manage a pipeline from initial outreach to close, gathering market intelligence for product development.
Must be proficient in PowerPoint, Excel, Word, and possess strong communication and presentation skills.
NielsenIQ is a leading market research firm providing alternative data products to hedge funds, mutual funds, and private equity firms. The company operates in over 100 markets and is an Advent International portfolio company with a global reach.
Convert high-net-worth prospects into clients by showcasing the Fisher difference and evaluating their financial situations.
Engage in high-volume phone activity and virtual or in-person meetings to educate prospects on investment offerings.
Participate in ongoing training covering advanced phone sales techniques, finance, capital markets, and portfolio management.
Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on wealth management. The company has an inclusive culture, offers comprehensive training, and is certified as a Great Place to Work.
Serve as the primary point of contact and trusted advisor for client operational representatives, building strong relationships.
Coordinate cross-functional teams to manage client initiatives and ensure alignment with business objectives.
Monitor program performance, analyze data, and provide recommendations to improve outcomes.
They provide healthcare operational solutions and client management services. The company fosters a collaborative, client-focused environment with cross-functional teams.
Partner with Regional Business Development Managers to drive commercial project growth and manage opportunities from lead through completion.
Develop project quotations, coordinate timelines, and provide product recommendations to meet customer needs.
Maintain an accurate sales pipeline and build strong relationships with wholesalers, distributors, and contractors.
Fortune Brands Innovations is an industry-leading home, security and digital products company focused on transforming spaces into havens. The company supports an inclusive culture where smart, ambitious people are empowered to think big and make bold decisions.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
Own your pipeline by managing up to 20 active transactions at various stages.
Crush metrics by consistently exceeding daily and weekly targets to maximize commission.
Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help everyday people move from struggling to thriving. With over 2,500 employees across the United States, we foster a culture of empathy, diversity, and inclusion, offering hybrid and remote work opportunities.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Use Salesforce.com to generate quotes, track opportunities, and process orders.
Promptly respond to internal and external inquiries, suggesting creative pricing solutions.
Serve as a liaison between customers, vendors, and GuidePoint sales executives to support new and renewal business.
GuidePoint Security provides trusted cybersecurity expertise, solutions, and services to help organizations minimize risk. Founded in 2011, the company has grown to over 1,200 employees and maintains a collaborative culture driven by core values.
Serve as the main point of contact for TPA (external client) for new group implementations.
Gather and document TPA requirements including points of contact, due dates, account structures, and eligibility files.
Assist with project tasks, maintain project plans, and coordinate day-to-day tasks for implementation team members.
SmithRx is a Health-Tech company disrupting the pharmacy benefit management sector with a next-generation drug acquisition platform. With hundreds of thousands of members since 2016, the company has a mission-driven and collaborative culture.