Enterprise WealthTech BD Associate

JPMorganChase; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

55ip is seeking an Enterprise Business Development Associate to enable financial advisors to understand the value of 55ip's Tax-smart Platform and drive scalable adoption. You will work with Advisor Success and Business Development teams to deliver solutions for Enterprise RIA and Wealth Management clients while collaborating across Product, Quant, Tech, Sales, and Service teams.

A successful candidate will demonstrate the ability to work cross-functionally and drive adoption of 55ip's platform

Qualifications

• Bachelor's degree is required.
• Passion for sales and the financial markets; understanding the value of tax management.
• Proven results in a competitive environment.
• Ability to work cross-functionally within a team.
• Willingness to learn industry and product knowledge.

Responsibilities

• Develop strong relationships with top-tier clients and prospects.
• Provide superior client service and responsiveness to client needs.
• Leverage technology to showcase resources to financial advisors.
• Partner with Enterprise ASM to align on asset ramping objectives.
• Demonstrate effective relationship management and timely follow-up.

Skills

Sales-driven

Team collaboration

Relationship building

Industry knowledge

multi-hat adaptability

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

55ip is seeking an Enterprise Business Development Associate to enable financial advisors to understand the value of 55ip's Tax-smart Platform and drive scalable adoption. You will work with Advisor Success and Business Development teams to deliver solutions for Enterprise RIA and Wealth Management clients while collaborating across Product, Quant, Tech, Sales, and Service teams.

A successful candidate will demonstrate the ability to work cross-functionally and drive adoption of 55ip's platform