Key Facts

Remote From:

Full time

English

Hard Skills

Investment Account Management Regulatory Compliance Wealth Management Customer Relationship Management Process Optimization Office Management Acquisition Processes Lead Generation Client Services Marketing Automation +1 more

Other Skills

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Physical Flexibility

Roles & Responsibilities

Experience in wealth management or RIAs
Ability to work remotely and maintain independence
Familiarity with back-office tasks, compliance, and operations
Proven ability to leverage marketing tools and lead generation resources

Requirements:

Onboard clients efficiently using the platform, reducing onboarding time from weeks to minutes
Manage back-office tasks, ensure compliance, and optimize operations within the platform
Leverage integrated marketing tools and lead generation resources to expand the client base
Provide remote wealth advisory services while maintaining independence and compliance

Spark Talent HQ

Hrtech: Human Resources + Technology

About Spark Talent HQ

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

Company type: Small startup

Industry: Hrtech: Human Resources + Technology

Founded: 2018

Company size: 2 - 10

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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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