Strategic Account Development Associate

📋 Description

• Engage with financial advisors within strategic wealth management firms.
• Partner with Strategic Account Executives and Solutions teams to drive enterprise sales momentum.
• From prospecting to product demos and workshops, convert interest into internal champions.
• Develop deep understanding of advisor workflows and client-facing needs.
• Shape account strategies, messaging, demonstrations, and product feedback.

🎯 Requirements

• 2–4 years in wealth management or related advisor roles.
• Practical understanding of advisor workflows, investment research, and client conversations.
• Proactive outbound outreach via email, phone, LinkedIn, etc.
• Strong relationship-building skills and experience delivering demos/workshops.
• Strong commercial judgment and ability to identify buying momentum in complex accounts.
• Curious, proactive, ownership-driven with excellent communication and collaboration skills.

🎁 Benefits

• Remote-eligible with flexibility to work from the office for collaboration.
• Learning, professional development, and career growth opportunities.
• Competitive base salary with potential variable compensation and equity.
• Comprehensive benefits and flexible time off.