55ip Advisor Success Associate
About The Position
Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Job summary: As an Advisor Success Associate within the Client Solutions team at 55ip, you will be responsible for helping financial advisors understand the value of 55ip’s Tax-smart Platform while offering timely, scalable solutions. You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams. This role provides an opportunity to demonstrate your passion for the financial technology industry, offering solutions to a diverse group of RIA clients. A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip’s Platform and investment solutions.
Requirements
- 2+ years of financial services experience
- Expertise in utilizing a CRM, e.g. Salesforce
- Critical thinking and problem solving in a fast-paced environment
- Passion for sales and the financial markets – understanding the value of tax management
- Proven results shown through sustainable achievement in a competitive environment
- Demonstrated ability to work in a team and collaborate cross functionally
- Bachelor’s degree at minimum
Nice To Haves
- Related sales leadership experience preferred
- Capacity to build relationships across the entire organization and with our partner firms
- Preferred experience in asset and wealth management – including consulting with financial advisors
Responsibilities
- Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
- Provide superior client service by being responsive, thoughtful, and making the clients’ needs the focus
- Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
- Partner with Territory Lead / Regional ASMs (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip’s asset (AUM) ramping goals
- Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
- Convey the thought leadership of our Advisor Solutions team to aid clients’ understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip’s platform
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
