Sells 401(k) Retirement Plan Services full-service recordkeeping to small and mid-market clients with a focus on the most complex opportunities.
Develops sales pipeline through conferences, networking, and building consultant and sponsor relationships, managing all aspects of the sales cycle.
Provides strategic guidance and negotiates final terms, while staying current on industry trends and building effective internal relationships.
T. Rowe Price is a premier global asset management organization with over 85 years of experience, offering investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With over 2 million plan participants and $1.4 trillion in assets under management, the firm fosters a collaborative culture that respects differences and supports associates with resources and flexibility.
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.
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.
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 Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Develop new business opportunities and strengthen client partnerships through consultative sales strategies.
Achieve annual revenue goals by building a qualified sales pipeline and delivering compelling presentations.
Serve as a trusted advisor on employee benefits solutions, collaborating with internal teams to ensure client success.
Our partner specializes in employee benefits solutions, helping organizations navigate complex options to support their workforce. They foster a collaborative, performance-driven culture with a focus on client success and professional growth.
Own the full sales cycle from outbound prospecting through contract negotiation and close.
Develop relationships with key decision makers at fintechs, broker-dealers, and financial institutions.
Drive new revenue growth for Alpaca's institutional Broker API business across the United States.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure provider for stocks, ETFs, options, crypto, and more. With over $320 million in total investment, we serve hundreds of financial institutions across 40 countries and have a diverse global team of 380+ members.
Drive growth for advanced cybersecurity solutions across public sector and enterprise markets in the Eastern US.
Lead a high-performing sales organization, combining strategic vision with hands-on coaching to accelerate revenue.
Expand existing relationships and develop new opportunities within complex, high-value accounts.
The company provides advanced cybersecurity solutions for public sector and enterprise markets. It is a fast-paced, AI-driven technology environment with a supportive and inclusive culture focused on collaboration and innovation.
Lead the compliance risk management team and ensure compliant operations across business lines.
Support the Chief Compliance Officer in designing and managing the enterprise-wide compliance and ethics program.
Supervise and mentor compliance staff, design training initiatives, and drive a culture of ethics and accountability.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products. We have over 1 million clients and more than $90 billion in assets, and we value diversity and equal opportunity.
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.
Acknowledge incoming referrals and set initial client meetings to support regional sales leadership.
Process leads in company systems and coordinate with central support teams on sales activity.
Execute multiple projects with high attention to detail, including plan proposals and deliverable completion.
Wealth Enhancement is an independent wealth management firm specializing in personalized financial planning and investment management. The company serves over 90,000 households from more than 175 offices nationwide, with a culture focused on team-based processes and attentive service.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Master complex negotiations and expansion strategies for high-value strategic accounts, developing long-term multi-product roadmaps.
Conduct executive-level discovery and design polished presentations to senior decision-makers, focusing on strategic ROI and business transformation.
Analyze pipeline trends and partner with internal teams to identify and close high-value upsell and cross-sell opportunities.
FinQuery is at the forefront of accounting automation, specializing in contract-driven accounting with an AI-enabled platform that manages complex financial contracts. Serving over 8,500 customers globally, they have been recognized as one of the fastest-growing private companies for five consecutive years.
Manage and grow relationships with third-party distribution partners to drive annuity sales and asset growth.
Serve as primary contact for partner firms, addressing product questions, operational needs, and relationship management.
Educate financial professionals on annuity products through presentations, training sessions, and meetings.
Our partner company is a financial services firm specializing in annuity products. They offer a fully remote work environment with a collaborative culture and professional growth opportunities.
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.