Strategic Account Development Associate
Core
Own advisor engagement within target wealth firms, driving the enterprise sales process from outreach to champion development.
Role type
Strategic Account Development Associate (Sales Enablement)
Builds
Enterprise sales momentum and informed internal champions within wealth management firms
Domain
Wealth Management / Financial Services
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; research target firms and build outreach lists; execute outbound outreach via email, phone, and LinkedIn; convert engagement into meetings and workshops; identify and equip internal champions; maintain CRM activity; share market feedback with internal teams
Seniority
Mid-level, hands-on IC