Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth and asset management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P. Morgan, Raymond James, and others, we’ve experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.

Job summary:

As a 55ip - Enterprise Sales, Sr. Associate on the 55ip Enterprise Sales team you will be responsible for managing 55ip’s key strategic relationships with primarily Enterprise RIA's and Platforms. You will serve as the day-to-day point of contact across all functional areas of client and internally to maintain relationship oversight, triage escalation issues, support sales enablement, and provide strategic planning. You will be expected to work in partnership with both internal and external sales partners and Product to drive successful engagement with clients and ultimately increased platform adoption. You will have a strong understanding of the wealth/asset management industry, advisor practice management, and/or financial technology. You will have strong experience within the wealth/asset Management industry with previous roles in sales, relationship management or product related functions

Job responsibilities: 

Strategic Relationship Management: Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership.   Product and Operational Collaboration: Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.  Business Development Planning: show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources.  Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of “data” to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results.   Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver a commercial outcomes.   Business leadership: Must have an appetite to grow and expand as 55ip continues its push to becoming the “Industry Standard” in tax-smart investment management. 

Required qualifications, skills and capabilities:  

Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisors.  3+ years financial services experience  Superior communication skills and previous executive engagement experience.   A strong familiarity of investment products and services, model portfolios , tax management and/or knowledge of ETFs a plus  Exposure to or working directly with products/capabilities that integrate into advisors technical/operational workflows  Bachelor’s degree from accredited 4-year university