M&A Outreach Associate — Part-Time, Flexible Schedule

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Cx Institutional Llc is seeking a Partner Integration Associate (PIA) to identify financial advisors who may be ready to sell or merge their business with ours. You will contact advisor suspects from a call list, conduct outbound calls and emails, and qualify prospects for introductory meetings with the CBO and PI Advisor.

You will use Salesforce to access suspect lists, document calls, create tasks, and schedule meetings.

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Vacancy posted 1 day ago

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