Job Purpose:

  • We are in a high growth phase and looking for a superstar internal sales representative to join the team
  • We offer a fast-paced and dynamic working environment
  • This is the rare combination of working within finance industry but getting in on the ground floor with a start-up that can offer all the perks and stock options of a Silicon Valley start-up.

Your Responsibilities:

  • Work with senior sales team to schedule meetings with prospective clients (primarily the advisor community)
  • Engage the financial advisor community
  • Coordinate roadshows
  • Email campaigns, creation of weekly newsletters, scheduling of and participation in client meetings / roadshows, networking
  • Help generate social media engagement
  • Answer inbound sales calls and emails
  • Identify, develop and nurture client relationships and sell our software, data and services to the ETF ecosystem = Issuers, RIAs, Financial Advisors, Traders, Hedge Funds and Corporations
  • Help to build a sales pipeline
  • Track activity in Salesforce
  • Be a valuable part of the feedback loop to assist in the development and refinement of our platform
  • Work with product development and technology teams to drive product forward
  • Other related duties assigned as needed.

Skills and Qualifications:

  • Bachelor’s degree
  • U.S. Work Authorization Required
  • Minimum of 2 years of sales experience
  • At least 1 year working in financial services, ETFs preferred
  • Existing relationships or network of financial advisors, preferred
  • Desire and ability to work in a fast-paced, dynamic environment
  • Strong interpersonal skills
  • A deep interest and curiosity – or desire to learn – about the financial markets and ETF ecosystem
  • Attention to detail and organizational skills
  • Excel, PowerPoint presentation skills.

Source: for more information click here.

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