Internal Wealth Sales Associate

We are seeking a talented Internal Wealth Sales Associate to support our sales team in acquiring new clients. This role involves developing prospect lists, cold calling/emailing, generating leads, managing follow-ups, and scheduling meetings and demos. The ideal candidate will possess excellent communication and interpersonal skills, be collaborative, and have a client-first mentality. The successful candidate will play a crucial role in driving sales and building relationships with financial advisors in the wealth management industry.

• Initiate contact with financial advisors through cold-calling
• Respond, engage and qualify inbound leads and inquiries
• Qualify prospective financial advisors via cold calls and emails
• Move qualified leads through the marketing funnel, connecting them to a salesperson, and arranging in-person meetings, emails, or phone calls
• Follow-up with potential clients who expressed interest but did not engage the sales team
• Act as the subject matter expert on product offerings/solution development skills
• Create relationships with financial advisors to identify their potential needs and qualify their interests and viability to drive sales
• Present product information to financial advisors once you have identified their needs
• Partner with sales and marketing team to develop sales collateral

• 1-3 years of experience in a direct sales role
• Experience working in or selling to the wealth management industry
• Strong and professional communication skills -- written, verbal, presentation
• Aptitude to manage numerous requests and time demands concurrently, while achieving production goals
• Proven business development success through effective use of core sales tools: Salesforce, Discover Data, LinkedIn, SalesLoft, Hubspot, Google Apps, Microsoft Office
• Direct understanding of financial advisor pain points, requirements and correlating potential business to value is a plus
• Self-starter with high energy
• Low ego, resourceful, and empathetic
• Optimistic and deeply curious
• Empathetic, active listener
• Seeks out and is motivated by challenge
• Strong work ethic with a direct, self-assured and team-first mentality

• Salary range of $70,000 - $90,000 per year, plus commissions and a competitive equity package
• Comprehensive and inclusive employee benefits
• Personalized and automated portfolios
• Empowerment of financial advisors to focus on client relationships
• Institutional-grade, personalized portfolios
• Automated trading, rebalancing, and portfolio management
• Support from world-class Ph.D. quants, investment researchers, and engineers
• Faster product delivery and better understanding of customer needs
• Support from prominent venture capital firms
• Embracement of diversity and commitment to building a diverse team