обновлено 3 дня назад
Vp, Asset Manager Channel (Fintech)
110 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vp, Asset Manager Channel (Fintech): Building and strengthening strategic relationships with field distribution teams across our partner ecosystem with an accent on driving platform awareness and adoption through collaborative networking and consultative engagement. Focus on accelerating platform adoption and business growth.
Location: Remote (US)
Salary: $110,000 - $150,000 USD
Company
takes a market-based approach to compensation to ensure we pay fairly and competitively.
What you will do
- Build and maintain strategic relationships with field distribution teams, home office leadership, and key decision-makers at partner firms.
- Network extensively across the financial services landscape to identify new distribution opportunities and deepen existing partnerships.
- Partner with 's sales and client success teams to align on go-to-market strategies.
- Deliver compelling presentations of 's value proposition to field distribution audiences.
- Drive lead generation and opportunity identification by maintaining strong communication channels with distribution teams.
Requirements
- Bachelor's degree required or relevant experience.
- Proven track record in relationship management and networking within financial services.
- Passion for financial technology and understanding of wealth management platforms.
- Strong interpersonal and communication skills with the ability to build credibility and trust across diverse stakeholder groups.
- Deep understanding of the financial advisory landscape, including broker-dealer and RIA distribution models.
- Willingness to travel regularly to meet with distribution partners and attend industry events.
Nice to have
- 5-7 years of experience in financial services, preferably in business development, distribution, wholesaling, or relationship management roles.
- Established network within wealth management distribution channels.
- Experience working with wealth management technology platforms or fintech solutions.
- Expertise in utilizing CRM systems such as Salesforce to manage pipeline, track activities, and report on business development metrics.
- Series 7 and/or Series 63 licenses preferred.
Culture & Benefits
- Equity-based grants for all new hires.
- Company-paid medical premiums of 90%.
- Competitive time-off program.
- Other variable compensation, if eligible.
- Committed to creating an inclusive environment for all employees.
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