10 часов назад
Senior Strategic Growth Associate, Advisor Recruiting (Fintech)
80 000 - 120 000$
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 with transferable books of business through digital prospecting, cold calling, and lead qualification with an accent on advisor recruiting, discovery conversations, and CRM-based pipeline management. Focus on researching target firms, building relationships with prospective advisors, and developing recruiting strategies for a growing wealth management platform.
Location: Remote - US
Salary: $80,000–$120,000 per year
Company
is a Series B registered investment advisor building an AI-native wealth management platform for independent financial advisors. The company provides technology, marketing, investment management, and client services to help advisors scale their practices.
What you will do
- Conduct outbound prospecting to identify and engage financial advisors and wealth managers with transferable books of business of at least $25M in AUM.
- Research target companies, industries, market trends, and competitive recruiting landscapes.
- Reach prospective advisors through cold calls, email campaigns, advisor databases, and social media.
- Lead discovery conversations, qualify prospects, and uncover their needs and challenges.
- Maintain accurate lead and account records in the CRM.
- Support the development and execution of advisor recruiting strategies.
Requirements
- 3+ years of full-cycle recruiting experience, ideally in the financial sector or recruiting revenue-producing candidates.
- Bachelor’s degree in Business, HR, or a related field.
- Ability to build rapport quickly through phone-based communication and consistently achieve hiring targets.
- Proficiency with CRM software and sales tools, including Salesforce and LinkedIn Recruiter.
- Comfort working in an early-stage startup environment.
Nice to have
- Experience recruiting financial advisors or wealth managers.
- Recruiting experience at an RIA, broker-dealer, wirehouse, or custodian.
- Master’s degree.
Culture & Benefits
- Competitive salary and equity package.
- Unlimited paid time off and paid company holidays.
- Medical, dental, and vision plans.
- 401(k), commuter, and HSA/FSA plans.
- Access to virtual mental health care, health concierge services, and counseling programs.
- New York City office with lunch and snacks provided.
Hiring process
- This role is part of the talent community and is intended for future opportunities rather than an immediate hire.
- Informal exploratory conversations may take place as future hiring needs arise.
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