1 день назад
Senior Strategic Growth Associate, Advisor Recruiting (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Strategic Growth Associate, Advisor Recruiting (Fintech): Identifying, sourcing, and nurturing financial advisors and wealth managers through digital outreach, cold calling, lead qualification, and CRM reporting with an accent on advisor recruiting and financial-services prospecting. Focus on building qualified pipelines, conducting discovery conversations, analyzing target markets, and developing recruiting strategies in an AI-native wealth-management company.
Location: On-site at the NYC office in Union Square, United States
Compensation: Approximate OTE range of $80K–$120K, plus equity.
Company
is a Series C registered investment advisor building an AI-native technology platform, client portal, and operational infrastructure for independent financial advisors.
What you will do
- Conduct outbound prospecting to identify and engage financial advisors and wealth managers with transferable books of business.
- Research target companies, industries, market trends, and competitive talent landscapes.
- Reach prospective advisors through cold calls, email campaigns, advisor databases, and social media.
- Qualify leads through discovery conversations and uncover their needs, challenges, and requirements.
- Maintain accurate lead and account records in the CRM and support recruiting strategy development.
Requirements
- 1–2 years of full-cycle recruiting and/or sales experience.
- Bachelor’s degree.
- Consistent target achievement, motivation, resilience, and the ability to build rapport by phone or video.
- Proficiency with CRM and sales tools such as Salesforce, LinkedIn Recruiter, and GSuite.
- Comfort working in an early-stage startup environment.
Nice to have
- Experience recruiting or selling to financial advisors or wealth managers.
- Experience at an RIA, broker-dealer, wirehouse, or custodian.
- Financial-sector or revenue-producing recruitment experience.
- Master’s degree.
Culture & Benefits
- Competitive salary and equity package.
- Unlimited PTO and paid company holidays.
- Medical, dental, and vision plans, plus virtual mental health care and health concierge services.
- Company 401(k), Mega Backdoor Roth options, commuter benefits, and HSA/FSA plans.
- NYC office with lunch, snacks, and dinner when working late.
- Employee assistance resources covering counseling, dependent care, nutrition, fitness, legal, and financial issues.
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