Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Conduct proactive phone sales presentations to top tier financial advisors.
Partner with wholesaler to drive sales and assets and build relationships with advisors.
Effectively profile advisors to understand their practice, clients and investment process.
LaSalle Investment Management is a global real estate investment manager that applies investment talent, market expertise, and data-driven intelligence through a disciplined fair-value framework. As the investment division of JLL, the company's capabilities are supported by the scale of its global platform.
Drive growth across the United States through the Technology Solutions Distributor (TSD) ecosystem.
Recruit, enable, and manage Trusted Advisors, agents, and consultants who source through the major TSDs.
Build the advisor base, generating qualified opportunities through the partner community.
Authenticx is on a mission to help humans understand humans. Their software platform is the new standard for humanizing customer interaction data at scale and they help health care leaders listen to their conversational data in a way that delivers value to the enterprise.
Support the Partner Solutions team in managing relationships with financial institution partners, contributing to their success.
Assist in developing marketing collateral and researching best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and ensure timely resolution of partner needs.
SavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They have been recognized as a top place to work and are an Inc. 5000 Fastest Growing Company.
Build and maintain coaching modules and program playbooks.
Manage the record of advisor and Managing Partner engagements.
Define reporting needs with the BI analyst.
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. With over 31,300 families across 90+ cities, they integrate financial planning, investment management, tax, estate, insurance, and more.
Proactively outreach to accredited investors via phone, email, and other channels.
Qualify investor interest and educate prospects on StartEngine’s private market offerings.
Book discovery calls and meetings for Private Equity Associates.
StartEngine is a FinTech powerhouse driving the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.
Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.