13 дней назад
Nasdaq Dorsey Wright - Internal Sales Representative (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Nasdaq Dorsey Wright - Internal Sales Representative (Financial Research and Investment Solutions): Supporting clients and developing business across research platforms, ETFs, and managed account solutions with an accent on client education, relationship building, and financial markets. Focus on prospecting, explaining complex investment concepts, collaborating with senior sales leaders, and identifying market opportunities.
Location: Richmond, Virginia, or New York, New York, USA; hybrid work with at least 3 days per week in-office
Company
Dorsey Wright provides technical research, investment solutions, and market insights for financial professionals.
What you will do
- Support and educate clients through phone, email, and virtual meetings.
- Build relationships with advisors, consultants, asset managers, and investors.
- Prospect new clients across research, ETF, and managed account solutions.
- Support customer strategies, business development initiatives, and revenue growth with senior sales leaders.
- Monitor industry trends and market opportunities to provide client insights.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or equivalent experience.
- 2+ years of experience in financial services, client success, sales, account management, or a related field.
- Strong interest in investment markets and client financial goals.
- Excellent communication and relationship-building skills, including the ability to explain complex concepts clearly.
- Experience with CRM platforms and cross-functional collaboration.
- Active Series 7 and Series 55 licenses are required.
Nice to have
- Experience supporting financial advisors, wealth management firms, or asset managers.
- Familiarity with ETFs, managed accounts, portfolio analysis, or research platforms.
- Experience with Salesforce or similar CRM tools.
Culture & Benefits
- Hybrid home/office schedule with an inclusive workplace.
- Base salary plus potential annual bonus, commissions, and equity.
- 401(k) with a 6% employer match and employee stock purchase program with a 15% discount.
- Medical, dental, and vision coverage, health spending account contribution, paid time off, and paid parental leave.
- Education assistance, job skills training, professional development, and volunteer opportunities.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
13 дней назад
Account Manager (Fintech)
80 000 - 100 000$
12 дней назад
Director, Exchange Sales (Digital Assets)
185 000 - 285 000$
Airwallex
14 дней назад
Account Executive, Commercial (Fintech)
4 дня назад
Head of Sales Operations
166 720 - 250 080$
Airwallex
14 дней назад
Sales Development Representative, Commercial (Fintech)
Airwallex
14 дней назад