Related skills
crm fintech sales rias📋 Description
- Own and manage client relationships end-to-end, from sourcing to activation
- Interact with key clients to resolve platform issues
- Identify and originate new business opportunities, with or without marketing
- Manage the sales pipeline using CRM and reporting tools
- Collaborate on product and functional strategy for Flourish
- Willingness to travel for pitches and conferences (50-75% travel)
🎯 Requirements
- Bachelor's degree or equivalent experience
- 4+ years related experience
- Series 7 license or willingness to obtain within 90 days
- Must pass fingerprint background check for FINRA
- Experience in financial or fintech sales
- Experience working with RIAs strongly preferred
🎁 Benefits
- Competitive pay, bonuses and benefits
- Fast-growing fintech startup with backing
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