Enterprise WealthTech Growth Associate

J.P. Morgan; Boston (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

more

Job summary

55ip is seeking an Enterprise Business Development Associate in Boston within the Enterprise Solutions team. You will help financial advisors understand the value of 55ips Tax-smart Platform and drive platform adoption in collaboration with the Advisor Success and Business Development Teams.

You will work cross-functionally with Product, Quantitative Research, Technology, Sales, and Service to support and drive adoption of 55ips investment solutions for a diverse enterprise client base.

Qualifications

• Bachelors degree or higher is required.
• A strong interest in sales and financial markets helps.
• Track record of achieving results in competitive environments.
• Ability to work collaboratively across teams and functions.
• Willingness to learn industry and product knowledge quickly.
• Ability to build relationships with clients and partner firms.

Responsibilities

• Develop relationships with top-tier clients and prospects via consultative calls.
• Provide superior client service by being responsive and client-focused.
• Demonstrate the platforms value using advanced tools and data.
• Align with Enterprise ASM to achieve asset ramping goals.
• Follow up promptly, schedule advisors, and generate leads.
• Share thought leadership to help clients understand market dynamics and benefits.

Skills

Sales passion

Cross-functional collaboration

Relationship building

Industry knowledge

Learning agility

Multi-hat adaptability

Education

Bachelors degree

Tools

Salesforce

Job description

55ip is seeking an Enterprise Business Development Associate in Boston within the Enterprise Solutions team. You will help financial advisors understand the value of 55ips Tax-smart Platform and drive platform adoption in collaboration with the Advisor Success and Business Development Teams.

You will work cross-functionally with Product, Quantitative Research, Technology, Sales, and Service to support and drive adoption of 55ips investment solutions for a diverse enterprise client base.