Are you interested in pivoting a successful career in traditional financial services into the exciting, fast-paced world of FinTech? We're looking for someone with a talent for promoting and selling investment products and services.
You'll be targeting a diverse set of customer segments including middle-to-high net worth individuals, professional organizations, nonprofits, and other financial institutions. You have an ability to identify and analyze client needs, view those needs through the lens of our suite of products, and present and recommend investment and platform solutions based on True Link technology.
You'll set strategy to develop, build, and convert our investment advisory, trust management, and payments sales pipeline. You'll collaborate with the product development team to refine our feature set, expand our offerings, and improve our overall value proposition. You'll distill the complexities of a dynamic global economy into brilliantly designed educational programs and promotional initiatives.
You’ll bring a human touch to our technology-driven solutions, establishing and cultivating client relationships, providing sound investment counsel, and enriching the lives of those who have been historically underserved by the financial sector.
The ideal candidate will be:
We’re offering a competitive salary and benefits, a meaningful equity stake, lunches and snacks, and the opportunity to work with a talented, mission-driven team.