Chase · 22 hours ago
55ip Advisor Success Associate
1 Liberty Sq Fl 2, Boston, MA, 02109, US
Full-time
Onsite
Entry, Mid Level
2+ years expChase is a leader in financial solutions, and they are seeking an Advisor Success Associate within their Client Solutions team. This role is responsible for helping financial advisors understand the value of 55ip’s Tax-smart Platform and driving platform adoption through strong client relationships and consultative support.
BankingFinancial Services
Responsibilities
Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
Provide superior client service by being responsive, thoughtful, and making the clients’ needs the focus
Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
Partner with Territory Lead / Regional ASMs (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip’s asset (AUM) ramping goals
Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
Convey the thought leadership of our Advisor Solutions team to aid clients’ understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip’s platform
Qualification
Required
2+ years of financial services experience
Expertise in utilizing a CRM, e.g. Salesforce
Critical thinking and problem solving in a fast-paced environment
Passion for sales and the financial markets – understanding the value of tax management
Proven results shown through sustainable achievement in a competitive environment
Demonstrated ability to work in a team and collaborate cross functionally
Bachelor's degree at minimum
Preferred
Related sales leadership experience preferred
Capacity to build relationships across the entire organization and with our partner firms
Preferred experience in asset and wealth management – including consulting with financial advisors
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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