55ip - Enterprise Business Development - Associate

JPMorgan Chase & Co.•Boston, MA

About The Position

As an Enterprise Business Development Associate within the Enterprise 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 Enterprise RIA and Wealth Management 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

Bachelor’s degree at minimum
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
Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
Capacity to build relationships across the entire organization and with our partner firms
Willingness to wear multiple hats and support the buildup of new functions

Nice To Haves

2-5 years of financial service experience preferred and/or related sales leadership experience
Preferred experience in asset and wealth management – including consulting with financial advisors
Expertise in utilizing a CRM, e.g. Salesforce is preferred

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 Enterprise ASM (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