55ip Enterprise Business Development Sr. Associate
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Working at 55ip means standing at the intersection of finance and technologyand at the cutting-edge of wealth and asset management. Weve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine portfolio trading and rebalancing and advisor transition services all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms such as BlackRock Fidelity J.P. Morgan Raymond James and others weve experienced breakthrough growth over the last two years. Today over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.
Job summary:
As a 55ip - Enterprise Sales Sr. Associate on the 55ip Enterprise Sales team you will be responsible for managing 55ips key strategic relationships with primarily Enterprise RIAs and Platforms. You will serve as the day-to-day point of contact across all functional areas of client and internally to maintain relationship oversight triage escalation issues support sales enablement and provide strategic planning. You will be expected to work in partnership with both internal and external sales partners and Product to drive successful engagement with clients and ultimately increased platform adoption. You will have a strong understanding of the wealth/asset management industry advisor practice management and/or financial technology. You will have strong experience within the wealth/asset Management industry with previous roles in sales relationship management or product related functions
Job responsibilities:
- Strategic Relationship Management: Support maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption designing enterprise support models and deepening partnership.
- Product and Operational Collaboration: Have a deep understanding of 55ips technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.
- Business Development Planning: show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients partners and own resources.
- Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of data to formulate Client Engagement and Integration Planning for enhancements including Executive engagement/reporting results.
- Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors in orchestrated team selling process using the expertise and resources within 55ip to deliver a commercial outcomes.
- Business leadership: Must have an appetite to grow and expand as 55ip continues its push to becoming the Industry Standard in tax-smart investment management.
Required qualifications skills and capabilities:
- Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisors.
- 3 years financial services experience
- Superior communication skills and previous executive engagement experience.
- A strong familiarity of investment products and services model portfolios tax management and/or knowledge of ETFs a plus
- Exposure to or working directly with products/capabilities that integrate into advisors technical/operational workflows
- Bachelors degree from accredited 4-year university
Required Experience:
Senior IC
Key Skills
- Revenue Growth
- Customer Services
- Business Analysis
- Business Administration
- Account Management
- Business Management
- Database
- Business Operations
- Business Sales
- Salesforce
- Market Research
- Product Management
- Client Services
- Business Relationships
- Sales Process
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
