55ip Advisor Success Associate

Working at 55ip means standing at the intersection of finance and technologyand at the cutting-edge of wealth 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 delivering an intuitive experience and intelligent automation.

Job summary:

As an Advisor Success Associate within the Client Solutions team at 55ip you will be responsible for helping financial advisors understand the value of 55ips Tax-smart Platform while offering timely scalable solutions. You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams. This role provides an opportunity to demonstrate your passion for the financial technology industry offering solutions to a diverse group of RIA clients. A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions from Product Quantitative Research Technology Sales and Service to supporting and driving financial advisors to adopt 55ips Platform and investment solutions.

Job responsibilities:
Develop strong relationships with top-tier clients and prospects through consultative proactive phone conversations that deliver the 55ip value proposition
Provide superior client service by being responsive thoughtful and making the clients needs the focus
Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
Partner with Territory Lead / Regional ASMs (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ips asset (AUM) ramping goals
Demonstrate effective relationship management skills by focusing on timely follow-up advisor scheduling and lead generation
Convey the thought leadership of our Advisor Solutions team to aid clients understanding of the ever-changing market landscape and how they can benefit from leveraging 55ips platform

Required qualifications skills and capabilities:
2+ years of financial services experience
Expertise in utilizing a CRM e.g. Salesforce
Critical thinking and problem solving in a fast-paced environment
Passion for sales and the financial markets understanding the value of tax management
Proven results shown through sustainable achievement in a competitive environment
Demonstrated ability to work in a team and collaborate cross functionally
Bachelors degree at minimum

Preferred qualifications skills and capabilities:
Related sales leadership experience preferred
Capacity to build relationships across the entire organization and with our partner firms
Preferred experience in asset and wealth management including consulting with financial advisors