Senior FinTech SDR: Build Advisor Relationships & Growth
Vestwell
Vestwell is looking for an experienced Financial Services Sales Representative to support its growth in Austin or New York City. In this role, you will convert leads into sales, maintain strong relationships with financial advisors, and meet ambitious sales targets. Candidates should have at least 1 year of experience in B2B sales within the financial services space, along with a strong sales pipeline management understanding. Vestwell offers a hybrid work model, competitive salary, and comprehensive benefits. #J-18808-Ljbffr Vestwell
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior FinTech SDR: Build Advisor Relationships & Growth in New York, NY vacancy
- Allocate is seeking a Director/Senior Director for RIA Relationship Management to drive growth with wealth advisory firms, particularly in the Midwest. In this role, you will build trusted relationships and enhance the adoption of Allocate’s platform, focusing on programmatic...Senior
- A growing tech company is seeking a Senior Sales Development Representative to... ...technical insights to drive pipeline growth. The ideal candidate has experience... ...sales, is highly motivated, and values building strong client relationships. This remote position offers...SeniorRemote job
- ...the sales cycle. Ideal candidates have a background in B2B sales, especially in the retirement or FinTech sector. This role supports Vestwell's growth in the financial advisor marketplace and demands a proactive approach to lead generation and sales management. #J-18808-...Senior
$65k - $81.5k
...potential clients and drive new customer engagement. This role involves managing leads and supporting revenue growth through effective communication and relationship-building. The ideal candidate should have a strong interest in outbound sales, exceptional teamwork abilities,...SuggestedWork at office3 days per week- ...wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role... .... We offer a supportive culture, ongoing career growth, and a comprehensive benefits package, including 401(k) matching...Senior
- ...Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you... ...: You will own client relationships and help accelerate growth . You will play a lead... ...actionable financial plans. Build, implement, and...SeniorRemote work
Professions
New York, NY18 hours ago - A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience... ...assets under management. The role involves owning client relationships, driving acquisitions, and providing comprehensive...SeniorRemote job
- A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance...Senior
$200k - $250k
Brown Brothers Harriman & Co. is seeking a Relationship Manager (RM) for their multi-family office team in New York. The RM will engage with high-net-worth clients, managing complex accounts and delivering exceptional client service. Ideal candidates should have over 1...SeniorWork at office- M&T Bank Corporation is seeking a Senior Relationship Banker in New York, NY. The ideal candidate will develop and expand customer relationships, providing proactive sales solutions through effective communication and understanding customer needs. This role focuses on financial...SeniorHourly pay
- Citi is seeking a Personal Banker SAFE Act in Los Angeles and Westside Area Branches to support sales, service and relationship building with individual clients. You will work with the customer service team to foster loyalty and grow Citi’s consumer business through cross...
- Avior Executive Search, Inc. client seeks a Senior Advisor/Banker to lead investments and manage UHNW/HNW client relationships in NYC, Long Island, or New Jersey. Responsibilities include cross-selling across banking, asset management, and trust/estate planning, plus active...Senior
- Kearny Bank is hiring a Senior Personal Banker to deliver exceptional service to clients in New Jersey. This full-time onsite position involves managing client relationships, executing transactions, and ensuring operational excellence. The ideal candidate will have at least...SeniorFull timeWork at office
$27.59 - $45.98 per hour
## Senior Relationship BankerApplyremote type: Onsite Positionlocations: New York, NYtime type: Full... ...retail products to business owners). Build relationships with non-branch business... ...skill sets while continuing to support the growth and development of all our team members...SeniorHourly pay$192k - $288k
As a Senior Vice President in Commercial Banking, this role is responsible... ...for the origination and growth of Textiles, Apparel and... ...lending practices and client relationship management, the Senior Vice President... ...skills and the ability to build and sustain meaningful...SeniorFull time$180k - $200k
...Senior Client Portfolio Manager New York, NY... ...investment team and advisor clients. You'll work... ...their clients Natural relationship builder who thrives on... ...delivering value and building long-term trust... ...significant impact at a hyper-growth fintech start-up ~...SeniorCasual workWork at officeAfternoon shiftVISE Inc
New York, NY1 day ago- Meteomatics in New York is seeking a Senior Sales Development Representative to manage... ...excel in lead generation and nurturing relationships with potential customers. This role offers... ...extensive onboarding, and opportunities for growth and travel. You will play a key role in...Senior
- ...observability platform company is seeking a Senior Sales Development Representative to own... ...role offers competitive compensation, growth opportunities, and a remote work environment... ...for self-motivated individuals eager to build impactful sales skills. #J-18808-Ljbffr OpenObserve...SeniorRemote job
- Laminar Projects is seeking a motivated Senior Sales Development Representative to drive outreach and build connections in the construction industry. This role involves aligning sales strategies with our growth team and refining our go-to-market approach. A strong focus...Senior
$170k - $250k
A leading fintech company is looking for a Senior Manager, Strategic Partnerships in New York. This pivotal... ...key partnerships to drive growth and user adoption. The ideal candidate... ...development, along with excellent relationship-building and communication skills. The position...Senior- ...Development Representative to drive outbound outreach for our stealth fintech client. You will target traders and financial services firms... ...bonuses, ongoing training, and exposure to international growth as you build a career in fast-paced fintech. #J-18808-Ljbffr HuzzleRemote jobFor contractorsFlexible hours
- ...efforts. Collaborating with Account Executives, you will focus on building a strong pipeline of opportunities through strategic outreach... ...enhance product knowledge, making this an exciting opportunity for career growth in a dynamic environment. #J-18808-Ljbffr OneSignal
- ..., expanding BrainStation’s presence in NYC’s dynamic tech community. You’ll collaborate with Growth, Sales and Marketing to craft targeted outreach, forge lasting relationships, and deliver world‑class experiences that reflect BrainStation’s energy and ambition and spark...
- ...career business development professional to help build a qualified pipeline for its Enterprise... ..., digital assets and treasury, helping build relationships with some of the world's leading financial institutions and fintech companies. This role provides exposure to global...
- ...Legal in New York is looking for a Sales Development Representative (SDR) to join their team. As one of the first SDRs, you'll have the unique opportunity to build the foundation for scaling our growth through outbound communications. The ideal candidate has experience...
- Capital One National Association is seeking a Senior Business Banker for the NYC Market responsible for driving growth and profitability by generating new... ...and business loans. The role emphasizes building strong client relationships and obtaining new business through...Senior
$190k - $240k
...Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth... ...services tailored to the asset management lifecycle. Portfolio Growth: Develop and implement multi-year account plans that align...SeniorWork at officeShift work- ...teams can focus on building, not babysitting... ...across SaaS, fintech, e‑commerce, and... ...Revenue Officer, the Senior Sales... ...you! As a senior SDR/manager‑track hire... ...on data. Build relationships: Act as a trusted advisor in early interactions... ...WHAT WE OFFER Growth: Early chance to...SeniorRemote workFlexible hours
- JPMorgan Chase Payments is seeking a Senior Associate in Corporate... ...accelerate product innovation and growth across our global payments capabilities... ...goals, requiring 4+ years of fintech or related experience and strong relationship-building skills. #J-18808-Ljbffr...Senior
$160k - $215k
...to receive an alert: Business Relationship Manager - US Investor Development Team, Senior Director (New York) Location: New... ...services, enhancing professional growth and development A high... ...corporates. Demonstrable experience building and maintaining long‑term client...SeniorTemporary workWork at officeImmediate start3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior FinTech SDR: Build Advisor Relationships & Growth. Be the first to apply!
Related searches
- development representative New York, NY
- sales development representative New York, NY
- sales development representative remote New York, NY
- sdr manager New York, NY
- entry level sales development representative New York, NY
- market development representative New York, NY
- sales development representative sdr New York, NY
- sdr New York, NY
- lead development representative New York, NY
- hvac comfort advisor New York, NY