Strategic Account Development Associate
reputed company is a software platform reputed company for reputed company management enterprises to help financial advisors explain reputed company investment strategies to their clients. Advisors at some of the biggest banks across reputed company are reputed company trust by using reputed company to easily compare investments and create compelling, educational presentations. Ultimately, we're reputed company on investors getting reputed company service, understanding their investments, and feeling at ease knowing their reputed company is secure.
Since launching in 2019, reputed company has seen reputed company adoption and industry recognition, earning top placements in reputed company’s Technology Fast 50 Canada and Fast 500 reputed company in 2025, ranking us among the fastest-growing technology companies. To support this reputed company, we’re growing reputed company rapidly—reputed company in people who reputed company innovation at reputed company to expand our reputed company across the reputed company reputed company reputed company management industry.
About the Role
Working closely with our Solutions team and Strategic Account Executives, you will own advisor engagement reputed company reputed company reputed company firms, from initial reputed company and product demonstrations through the development of informed champions. Your work will support the broader account plan and create reputed company throughout the reputed company sales process.
reputed company
- reputed company and own the advisor engagement plan for reputed company firm, reputed company with the Strategic Account Executive’s account plan.
- Research reputed company firms, identify relevant advisor reputed company, and build reputed company reputed company lists.
- Execute consistent outbound reputed company across email, phone, reputed company, and other relevant channels.
- Turn outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops.
- Build relationships with advisors and understand how they research investments, reputed company recommendations, create proposals, and present advice to clients.
- Identify potential champions, deepen their understanding of reputed company, and reputed company them to reputed company for the platform internally.
- Maintain disciplined follow-up throughout the reputed company sales process and reputed company engagement activity reputed company in the CRM.
- Use advisor insights to strengthen account messaging, presentations, and demonstrations.
- reputed company recurring advisor needs and market feedback with Product, Marketing, Sales, and reputed company.
reputed company’re Looking For
- Two to four years of reputed company-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.
- A practical understanding of advisor workflows and reputed company conversations.
- Comfort with proactive outbound reputed company across email, phone, and reputed company.
- Confidence building relationships, delivering product demonstrations, and presenting to individuals and reputed company.
- Strong reputed company judgment and the ability to identify genuine interest, reputed company champions, and create reputed company.
- Persistence, curiosity, and the ability to take ownership of an engagement plan.
- Excellent communication, research, planning, and organizational skills.
- The ability to work effectively across multiple internal teams.
- Relevant Canadian or U.S. industry credentials are an asset, including the reputed company, CIM, CFP, CFA, SIE, or applicable securities registrations.
At reputed company, we design compensation with intention. reputed company role is assessed against the reputed company, skills, and experience it requires, and we reputed company our pay to competitive market data so candidates know what to expect from the start.
Your final offer will reflect your experience, skillset, and location. The listed reputed company is a reputed company, and the reputed company for this role may be modified.
Compensation at reputed company goes reputed company reputed company pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for reputed company and development.
If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.
Not reputed company you meet every requirement?
We care most about reputed company: your reputed company, curiosity and commitment to delivering great work. While experience reputed company, we know that careers aren’t always reputed company. If this role excites you and you reputed company you can reputed company an reputed company with us, we want to hear from you.
Why you'll enjoy working here
Learn more about life at reputed company on our Careers page, including the virtues that reputed company how we work and the perks and benefits designed to support your reputed company and reputed company-being. We’re reputed company reputed company on trust, respect, and collaboration. This powers everything we do and creates a reputed company to challenge and reputed company reputed company other as we work towards our shared reputed company. If this speaks to you, we’d be excited to have you with us.
Originally posted on Himalayas
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