Beacon Pointe · 1 month ago
Client Solutions Specialist
Newport Beach, CA
Full-time
Onsite
Mid Level
$115K/yr - $150K/yr
3+ years expBeacon Pointe Advisors, a client-centered Registered Investment Advisory firm, is seeking a motivated and client-service-driven Client Solutions Specialist to support and expand their various client solutions. This role is critical to managing workplace retirement technology and driving new business opportunities while providing education and support to advisors.
Financial Services
Responsibilities
Partner with the sales team and advisors to generate new business and support ongoing advisor relationships
Proactively identify and cultivate new advisor and referral-source relationships through outreach, marketing campaigns, and partnership activities
Serve as a point of contact for advisors regarding questions and service support for Pontera, Brokeragelink and PCRA
Assist with webinars, industry events, and marketing initiatives to promote the firm’s services
Manage parts of the operations of the Pontera platform including potentially provisioning new users, removing users, running reports, assisting with re-linking broken accounts, etc
Be the subject matter expert on our workplace retirement technology platform
Support workplace retirement plan business transition/onboarding and integration as part of our M&A growth efforts
Serve as the liaison between Beacon Pointe and our workplace retirement technology partners
Reaching out to advisors and offices to discuss all our client service solutions and helping them include these solutions in financial planning leading to increased adoption and implementation
Assisting advisors and MDs in identifying ways to create value for clients that leads to increased wallet share or implementation of another solution
Using firm-level data to help advisors uncover outside opportunities and execute on their conversion
Develop systems and processes to track all newly converted business
Advisor training and education support on all solutions including workplace retirement solutions
Maintain and update internal business processes and procedures
All opportunity entering and tracking in Salesforce for opportunities
Build and deliver educational content to train our advisors
Qualification
Required
Minimum 3 – 5 years of relevant experience, preferred experience in the financial planning space working with advisors and clients
Strong knowledge of Salesforce, eMoney, and Excel
Strong knowledge of holistic client solutions and financial planning
Exceptional attention to detail and organizational skills
Client-first mindset with strong interpersonal and communication abilities
Preferred
CFP® Preferred
Experience with Pontera a plus
Company
Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shannon Eusey
CEO and Co-Founder
Garth Flint
Partner and Co-Founder
Company data provided by crunchbase