Tech Stack

Description

In this role, you will support distribution strategy by conducting CRM-driven analytics, managing advisor relationships, and recommending product solutions to drive market share growth in private wealth channels.

Requirements

• Bachelor's degree
• Previous sales experience and financial services market knowledge
• Experience in financial services involving analysis, advisor consultation, or strategic business development
• FINRA Series 7 and Series 63, or ability to obtain within required timeframe
• Strong analytical, interpersonal, and communication skills

Responsibilities

• Lead strategic CRM-driven analytics to inform business development initiatives
• Serve as cross-functional project lead between sales and operations
• Develop and manage advisor relationships through consultative discussions
• Influence market share growth by analyzing advisor needs and market conditions
• Proactively educate advisors on products and competitive positioning