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 16
🏡 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
• Proactively reach out to RIAs to introduce sustainable investing platform • Develop strong relationships with prospective clients • Collaborate with sales and marketing teams on outreach strategies • Travel to conferences to network and promote offerings • Meet and exceed sales targets to contribute to company growth
• Bachelor's degree in business, finance, or related field • 2-4 years of experience in wealth management sales • Track record of selling to RIAs or financial institutions • Strong understanding of RIA landscape • Ability to travel frequently for conferences
• Travel to industry conferences and events • Freedom to choose tools and approach • Impactful work from day one • Small, remote-first team environment
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