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Chase · 1 day ago

55ip - Enterprise Business Development - Sr. Associate

1 Liberty Sq Fl 2, Boston, MA, 02109, US

Full-time

Onsite

Mid Level

3+ years exp

Chase is at the intersection of finance and technology, focusing on wealth and asset management. The Sr. Associate in Enterprise Sales will manage key strategic relationships with Enterprise RIAs and Platforms, ensuring client engagement and driving platform adoption.

BankingFinancial Services

Responsibilities

Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership

Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues

Show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources

Own the cadence and collection of feedback from clients and partners to ensure success and collection of 'data' to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results

Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver a commercial outcomes

Must have an appetite to grow and expand as 55ip continues its push to becoming the 'Industry Standard' in tax-smart investment management

Qualification

Financial services experienceInvestment products knowledgeRelationship managementExecutive engagement experienceAdvisor practice managementUnderstanding industry trendsBachelor’s degreeSuperior communication skills