Create new business opportunities and build relationships with financial institutions.
Manage named accounts and develop account plans for winning and expanding business.
Forecast accurately and manage complex sales campaigns from introduction to closure.
SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut. They have 27,000+ employees in 35 countries, serving 20,000 organizations from large enterprises to small and mid-market firms.
Drive business development through client meetings, presentations, and thought leadership.
Review estate planning documents and provide strategic recommendations to enhance client planning.
Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Drive revenue growth and manage Credit Union client relationships in a named account environment.
Build strategic partnerships with senior client management, offering data, analytics, and tech solutions.
Develop forecasts, advance pipeline, and identify new ways to grow the business.
Experian is a global data and technology company powering opportunities for people and businesses across financial services, healthcare, automotive, and more. We employ 25,200 people in 32 countries and have a people-first, inclusive, purpose-driven culture.
Drive the territory business strategy to maximize revenue growth opportunities.
Build and execute annual sales plans and review plans quarterly.
Conduct in-depth sales presentations and product demonstrations.
Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value and operational performance. The company emphasizes a culture of collaboration, communication, and risk management, and considers employees their most valuable asset.
Oversee sales and account management for one of Experian's largest strategic clients in financial services, payments, and technology.
Maintain C-level relationships, understand client industries and markets, and deliver sales presentations for Experian solutions.
Must be located in TX, NY, NJ, PA, or DE; requires 8+ years of sales experience with complex solutions and executive-level engagement.
Experian is a global data and technology company that powers opportunities for people and businesses using data, analytics, and software. With 23,300 employees across 32 countries and a FTSE 100 listing, we foster a culture focused on DEI, work/life balance, and innovation, earning recognition as a top workplace globally.
Own and deepen relationships with a wide range of stakeholders at Charles Schwab, serving as a trusted strategic partner.
Lead zero-to-one initiatives, driving execution across ambiguous environments and ensuring measurable business impact.
Serve as the voice of the customer in product roadmap discussions, influencing priorities and aligning internal teams.
Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. The company has been widely recognized for innovation and leadership, and is proud to be certified as a Great Place to Work®.