The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Broad understanding of each Advisor relationship they oversee, including the: firm’s structure, key decision makers, technology stack, client demographics, among others.
Educate our Advisors on platform changes and our upcoming roadmap; help: Advisors find the most efficient and effective ways for doing business with our platform.
Leverage internal technology solutions, such as our CRM, to uncover signals: or trends with your firms, and translate those signals into actionable feedback or education areas.
Regularly meet with firms either virtually or in person in an effort to: deepen the relationship, educate the firm on our platform and what’s coming, and increase firm loyalty.
Be an advocate internally for the firms you work with. Escalate issues to the: appropriate stakeholders internally, and influence change for overall platform enhancements based on their needs.
