Offer summary

Qualifications:

Experience in wealth management or financial advisory roles., Strong understanding of compliance and back-office operations., Proficiency in using SaaS platforms and marketing tools., Excellent communication and client relationship skills..

Key responsabilities:

Onboard new clients efficiently using the software platform.

Manage client accounts and ensure compliance with regulations.

Utilize marketing tools to generate leads and expand the client base.

Work remotely while maintaining independence and flexibility.

Spark Talent HQ is a boutique executive recruiting firm, dedicated to finding candidates who are not just qualified, but who also perfectly align with your business vision and culture. Serving a diverse clientele, from burgeoning media and marketing agencies to leading CPG companies, we offer highly personalized services. Our approach is tailored to both candidates and clients, ensuring a precise match for your specific needs. For companies aiming to expand their teams, our role is pivotal. We specialize in sourcing and recruiting candidates who embody innovation and forward-thinking, matching them with roles and companies where they can truly shine. With nearly two decades of experience, we understand the uniqueness of each search. Our strength lies in our deep engagement with our clients, understanding their work culture and needs. This insight is crucial for us to connect you with talent that doesn't just fill a position, but actively contributes to your business's growth and evolution. ROLES WE FILL IN DIGITAL MARKETING/MEDIA/ADVERTISING Account Management - Analytics - Brand Strategy - Consumer & Data Insights - E-Commerce - Marketing - Media Buyer/Planner - Mobile - OOH Digital - Programmatic - Paid Search - Paid Social - Performance Mktg - Sales (Inside and Outside) -SEM/SEO - Shopper Marketing ROLES WE FILL IN FINANCE: Traders - Quant, Equity, Derivatives, Fixed Income, Futures, Risk Arb, Electronic Trading, Financial Analysts, Portfolio Managers CONTACT: Karen Surgent, Founder/Executive Recruiter karen@sparktalentHQ.com 732-977-7777

Job description

Our client, a trailblazer in wealth management software, offers a revolutionary all-in-one SaaS platform designed for RIAs.

Here's why you should join the movement:

Effortless Onboarding: Cut onboarding time from weeks to minutes with our user-friendly software.
All-in-One Powerhouse: Manage back-office tasks, ensure compliance, and optimize operations - all in one convenient platform.
Built-In Growth Engine: Leverage integrated marketing tools and lead generation resources to expand your client base.
Earning Potential Unleashed: Enjoy a competitive compensation package with equity options and performance-based incentives.
Freedom & Flexibility: Maintain your independence and control. Work remotely or utilize our convenient lease takeover offer (available in CA, NY, FL, and CT for those $15MM AUM and Nationwide for those $25AUM)

Limited spots available!

Contact us today to learn more.

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