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Associate, Expert Call Services

Waterford💼 Full-time🗓 2026-09-23 → 2026-09-26

Core

Sourcing and connecting industry experts with investors for one-on-one consultations to provide market intelligence.

Role type

Associate, Expert Call Services (Sourcing & Recruitment)

Builds

Expert call transcripts and connections for institutional investors

Domain

Financial services / Investment research / Expert network

Deliverable

client delivery

Required skills

strategic sourcing, cold outreach, project ownership, multitasking, quota management

Preferred skills

sales, recruiting, account management, C-level engagement

Technologies

LinkedIn, email, phone

Responsibilities

Source and prospect industry experts for time-sensitive projects; Investigate and identify industry information and experts; Contact top decision-makers and C-level executives; Connect investors with experts to facilitate informed decisions; Manage multiple projects simultaneously; Exceed quotas and meet monthly metrics

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