Enterprise Business Development Associate - WealthTech Growth

Next Frontier Capital; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

Wellness centers on site

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Other benefits

Job summary

55ip is seeking an Enterprise Business Development Associate to help financial advisors understand the value of our Tax-smart Platform and drive scalable adoption. Work with Advisor Success and Business Development Teams to support enterprise RIA and wealth management clients in Boston.

This role requires collaboration across Product, Quantitative Research, Technology, Sales, and Service to accelerate platform adoption.

Qualifications

• Bachelor’s degree required.
• Passion for sales and the financial markets, understanding tax management value.
• Proven results in a competitive environment.
• Demonstrated ability to work in a team and collaborate cross functionally.
• Ability to learn industry and product knowledge to serve clients.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative conversations.
• Provide superior client service by being responsive and client-focused.
• Leverage tools to showcase resources to financial advisors in a user-friendly way.
• Align with Enterprise ASM to achieve asset ramping goals.
• Demonstrate relationship management with timely follow-up and lead generation.
• Explain Advisor Solutions thought leadership to aid client understanding of the market.

Skills

Sales

Financial markets

CRM (Salesforce)

Cross-functional collaboration

Relationship building

Adaptability

Education

Bachelor’s degree

Tools

Salesforce

Job description

55ip is seeking an Enterprise Business Development Associate to help financial advisors understand the value of our Tax-smart Platform and drive scalable adoption. Work with Advisor Success and Business Development Teams to support enterprise RIA and wealth management clients in Boston.

This role requires collaboration across Product, Quantitative Research, Technology, Sales, and Service to accelerate platform adoption.