About Us : We are a leading equity management firm dedicated to providing innovative investment solutions to RIA’s. We are committed to delivering exceptional service and value through our comprehensive range of investment products and services.
Job Summary : The Business Development Manager will play a crucial role in the growth and success of this custom fintech offering. This role requires a deep understanding of the RIA/wealth advisor market, strong organizational skills, and the ability to collaborate with internal stakeholders to drive product revenue.
Responsibilities:
Qualifications :
Benefits :
...verbal communication skills with a friendly, professional demeanor. ~ Experience with customer service tools such as Gorgias or Zendesk . ~ Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently. ~ Highly organized, detail...
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