Related skills
crm salesforce linkedin recruiter gsuite📋 Description
- Conduct proactive outbound prospecting to engage potential financial advisors
- Research and analyze target companies and industries to understand their needs and challenges
- Initiate contact with financial advisors through cold calls, emails, and social media outreach
- Qualify leads via discovery conversations to uncover pain points and requirements
- Maintain accurate, up-to-date records of lead interactions in CRM
- Stay up-to-date on industry trends and competitive talent landscapes
- Assist in developing and implementing recruiting strategies and initiatives
🎯 Requirements
- 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
- Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus
- Highly motivated and resilient; achieving hiring targets consistently
- Ability to quickly build rapport, primarily via phone-based communication
- Proficiency in using CRM software and sales tools (Salesforce, LinkedIn Recruiter, GSuite, and more)
- Comfortable working in an early-stage startup environment
- Direct experience with hiring/recruiting financial advisors and/or wealth managers
- Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian
🎁 Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Virtual mental health care and health benefits
- Counseling for stress management and related issues (EAP)
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