Strategic Account Development Associate
Core
Own advisor engagement within target wealth firms, driving enterprise sales from initial outreach to creating internal champions.
Role type
Strategic Account Development Associate (Enterprise Sales)
Builds
Enterprise sales momentum and advisor adoption of a wealth management software platform
Domain
Wealth Management / Financial Technology
Deliverable
client delivery
Required skills
wealth-management experience, outbound outreach, relationship building, product demonstrations, commercial judgment, CRM management
Preferred skills
internal wholesaler experience, financial planning credentials (CSC, CIM, CFP, CFA, SIE)
Technologies
LinkedIn, CRM
Responsibilities
Develop and own advisor engagement plans, execute outbound outreach via email/phone/LinkedIn, conduct product demonstrations and workshops, identify and equip internal champions, share market feedback with internal teams
Seniority
Mid-level, hands-on IC