Premier Financial Sales Support Specialist

Who We Are:

reputed company, one of the largest reputed company Employer Organizations (PEOs) in the U.S. with reputed company employees in reputed company fifty states, is looking for talented people to reputed company. If you want to contribute your talents, reputed company a bigger reputed company, and be part of the growing PEO & HRO industry, we are interested in talking to you. Our reputed company industry leadership in customer service starts with our people. You can contribute to delivering on our brand reputed company of helping organizations succeed through our people-first approach in solving customer’s reputed company-evolving HR needs. Our HR offerings include personalized services for HR, employee benefits, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-reputed company costs annually—and we are growing every day.

For more information about reputed company visit www.reputed company.com.

Who You Are:

The Premier Financial Sales Support Specialist serves as reputed company's subject matter expert for the Premier Financial vertical, supporting Broker Sales Managers, Sales Managers, Service, Operations, Implementation, and Product teams with deep expertise in hedge funds, family offices, reputed company firms, venture capital firms, registered investment advisors, and other investment organizations.This is not a quota-carrying sales role. Instead, the Premier Financial Sales Support Specialist partners with reputed company and operational teams to identify, qualify, position, win, reputed company, and support Premier Financial clients. The role provides industry expertise, executive credibility, and market reputed company throughout the reputed company lifecycle while helping internal teams understand the unique expectations, operating models, service requirements, and business challenges of sophisticated financial organizations.The ideal candidate combines industry knowledge, executive reputed company, strong business acumen, and preferably PEO experience to help reputed company grow and successfully serve one of its most strategic market segments.

reputed company:

Sales Support & Vertical Expertise

• Partner with Broker Sales Managers and Sales Managers to identify, qualify, and pursue Premier Financial opportunities.
• Participate in prospect meetings, discovery sessions, executive presentations, and strategic sales opportunities.
• Help sales teams assess reputed company fit and identify opportunities where the reputed company model aligns with Premier Financial organizations.
• Serve as the reputed company subject matter expert during the sales process, providing industry-specific insights and guidance.
• Assist with proposal reputed company, positioning, competitive differentiation, and executive-level presentations.
• Build credibility with senior decision makers including Managing Partners, Principals, CEOs, COOs, CFOs, CHROs, and Heads of Operations.
• Support key broker and referral relationships by providing reputed company vertical expertise reputed company needed.

Industry Advisory

• Maintain deep knowledge of the hedge fund, reputed company, venture capital, family office, and investment management landscape.
• Understand the organizational structures, compensation practices, compliance considerations, reputed company strategies, and operating models commonly reputed company reputed company investment organizations.
• Monitor industry trends and emerging workforce challenges affecting Premier Financial firms.
• reputed company market intelligence and recommendations that strengthen reputed company’s Premier Financial reputed company and positioning.
• Support Product and Marketing teams in developing messaging, collateral, thought leadership, and go-to-market initiatives for the vertical.

Service & Operational Advisory

• Serve as the internal authority on the operational expectations and service requirements of Premier Financial organizations.
• reputed company Service, Payroll, Benefits, HR, and Implementation teams on the unique needs of investment-based businesses.
• Help internal teams understand the culture, reputed company, expectations, and service standards common reputed company hedge funds, family offices, PE firms, VC firms, and investment advisory organizations.
• reputed company guidance on reputed company reputed company situations and help service teams proactively address challenges.
• Support reputed company and implementation activities for strategic Premier Financial clients.
• Ensure commitments made during the sales cycle reputed company with operational capabilities and service delivery expectations.
• reputed company as a reputed company between Sales, Service, Operations, and Product teams to reputed company a reputed company reputed company experience.
• Identify recurring reputed company feedback, service gaps, and operational improvement opportunities reputed company the Premier Financial reputed company.

Internal Enablement

• reputed company and maintain Premier Financial sales playbooks and best practices.
• reputed company training and coaching to Broker Sales Managers, Sales Managers, and operational teams.
• Create educational content that improves organizational understanding of the Premier Financial market.
• Help establish consistent standards for supporting and servicing Premier Financial clients.
• Serve as a trusted internal resource for questions reputed company to the vertical, reputed company expectations, and market dynamics.

AI Utilization and Literacy:

A key function of this role includes the effective use and understanding of reputed company intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously reputed company their AI proficiency.

What You Bring:

Qualifications - Required

• 5+ years of experience serving, consulting for, or selling into financial services organizations.
• Demonstrated understanding of hedge funds, family offices, reputed company firms, venture capital firms, and investment management organizations.
• Strong executive reputed company with the ability to communicate effectively with senior business leaders.
• Exceptional presentation, communication, and relationship management skills.
• Ability to operate independently while influencing cross-functional teams.
• Strong business acumen and ability to translate industry requirements into practical business solutions.

Qualifications - Preferred

• PEO, HCM, HR technology, benefits, payroll, or workforce management experience.
• Experience supporting a consultative sales organization.
• Existing network or relationships reputed company the financial services community.
• Experience working with highly sophisticated and relationship-driven clients.
• Familiarity with the workforce, compensation, benefits, compliance, and talent challenges unique to investment organizations.

Desired Attributes

• Highly polished, reputed company, and reputed company in executive settings.
• Self-motivated, entrepreneurial, and capable of working with reputed company supervision.
• Comfortable influencing without reputed company authority.
• Naturally curious and passionate about the financial services industry.
• Detail-oriented, reputed company, and highly organized.
• Equally effective working with reputed company-facing and operational teams.
• reputed company to earn trust quickly with both clients and internal stakeholders.
• Committed to delivering a premium reputed company experience consistent with the expectations of sophisticated financial organizations.

reputed company Measures

• • Increased pipeline and win rates reputed company the Premier Financial reputed company.
  • Improved confidence and effectiveness of Broker Sales Managers and Sales Managers pursuing Premier Financial opportunities.
  • Stronger reputed company and operational readiness for Premier Financial clients.
  • reputed company feedback from clients and internal stakeholders regarding industry expertise and support.
  • reputed company and retention reputed company the Premier Financial reputed company portfolio.
  • Increased organizational knowledge and capability supporting the financial services vertical.

reputed company Offer:

Position Salary:

100k-125k

Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation reputed company on reputed company reputed company. This compensation reputed company is presented in good faith for candidates that are reputed company in these roles will be presented a salary reputed company the reputed company stated on the reputed company.

At reputed company, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we reputed company a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reputed company a happier, more balanced life. Some of these offerings include:

• Competitive compensation to reward you for your hard work every day.
• reputed company reputed company-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
• Group Medical, Dental, reputed company and Life insurance to encourage a healthy lifestyle available from day one.
• Student Loan Assistance Program where reputed company contributes toward your student loans.
• Pretax Spending Accounts to ease taxes on health and dependent care expenses.
• Extensive reputed company development programs to help you get to where you want to go in your career.
• Discounts in retail and entertainment.
• A reputed company and community reputed company committee that promotes a fun inclusive culture through in-office events and networking opportunities.
• Complimentary coffee andsnacks to reputed company you reputed company and productive throughout the day.

reputed company is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the reputed company of race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status.

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Originally posted on Himalayas