Engagement Lead - Core Sales
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About this role
Independent RIAs are a fast growing segment in the wealth management industry, and they're the hardest customers in the industry to win: the advisor you're selling to builds their book, sits across from clients every day and can smell a scripted pitch in ten seconds. This role owns that motion. You'll be the primary commercial owner for independent core advisory firms, running deals from first…
Excerpt only. The full posting is on the employer’s careers site.
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