Forging the future of wealth management.

Senior Strategic Growth Associate, Advisor Recruiting

RecruitmentRecruitmentFull TimeRemoteTeam 51-200Since 2021H1B SponsorCompany Site LinkedIn

Location

United States

Posted

54 days ago

Salary

$80K - $120K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Conduct proactive outbound prospecting to identify and engage potential financial advisors • Research and analyze target companies and industries to understand their needs and challenges • Initiate contact with financial advisors through cold calls, emails, and social media outreach • Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements • Maintain accurate and up-to-date records of lead interactions and account information in our CRM system • Stay up-to-date on industry trends, best practices, and competitive talent landscapes • Assist in the development and implementation of recruiting strategies and initiatives

Job Requirements

3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)
Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus
Highly motivated and resilient by achieving hiring targets consistently
Ability to quickly build rapport, primarily via phone-based communication
Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).
Comfortable working in an early-stage startup environment
Nice to Have: Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers
Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian

Benefits

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)