55ip Business Development Associate (RIA)
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
55ip is a financial technology company whose purpose is to break down barriers to financial management enterprises andfinancial advisors use 55ips tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ips intuitive experience and intelligent automation elevate portfolio design and delivery helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ips ACTIVE Tax Technology which includes tax-smart transitions management and withdrawals.55ip is becomingthe industry standard by connecting to platforms where advisorsmanage theirclient accountsenhancing workflow andreducingthe needto move the assets.
Job summary:
As an Business Development Associate (RIA) on the 55ip Business Development RIA team you will focus on supporting the sales efforts targeting Registered Investment Advisors (RIAs) to utilize to 55ips platform. You will play a critical role in supporting the sales process building relationships with prospective clients & asset management partners and helping RIAs understand the value of 55ips solutions.
Job responsibilities
- Lead Generation & Qualification:Identify research and qualify prospective RIAs who can benefit from 55ips platform.
- Sales Support:Partner with Business Development Managers to execute outreach campaigns engaging our asset management partners and preparing sales materials/presentations.
- Product Expertise:Develop a deep understanding of 55ips technology features and benefits to effectively communicate value propositions to RIAs.
- Client Engagement:Conduct introductory calls product demos and follow-ups with prospective clients to move them through the sales funnel.
- Pipeline Management:Maintain accurate records of all sales activities and client interactions in CRM systems.
- Collaboration:Work closely with marketing product and the Advisor Success Teams to ensure a seamless client experience.
- Market Intelligence:Stay informed about industry trends competitor offerings and regulatory changes impacting RIAs.
Required qualifications skills and capabilities:
- Bachelors degree in Finance Business Economics or related field.
- 3 years of experience in financial services fintech or sales support (internships included).
- Strong interest in investment management fintech and the RIA channel.
- Excellent communication presentation and interpersonal skills.
- Self-starter with strong organizational skills and attention to detail.
- Experience with CRM tools (e.g. Salesforce) is a plus.
Required Experience:
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
