We provide Wealth and Asset Managers with tools to take their clients through a values-aligned investment journey
ESG • ESG analysis tool • ESG tool for financial advisors • values-based investing • portfolio research
April 30
🏡 Remote – New York
We provide Wealth and Asset Managers with tools to take their clients through a values-aligned investment journey
ESG • ESG analysis tool • ESG tool for financial advisors • values-based investing • portfolio research
• Expand client base through sales to RIAs • Develop relationships with clients • Collaborate with teams to create outreach strategies • Travel to conferences to network and promote offerings • Meet and exceed sales targets • Manage full sales cycle • Provide ongoing client support
• 4-6 years of experience serving wealth management industry • Proven track record in sales to RIAs or financial institutions • Outgoing personality with excellent communication skills
• Generous PTO • Freedom to choose tools and approach • Impactful work from day one
Apply Now