Partner Integration Associate

3 weeks ago

Auburn, United States CX Institutional LLC Full time
Job DescriptionJob Description

Purpose:

The Partner Integration Associate (PIA) position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. PIAs are responsible for contacting “advisor suspects” from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor and our CEO or CBO. PIAs use Salesforce software for accessing suspect lists and contact information, documenting calls, creating tasks, scheduling meetings, etc. PIAs will report directly to the Partner Integration Team Lead.

Job Responsibilities

• Learn and execute the Merger & Acquisition (M&A) lead generation system

• Conduct outbound calls as well as other forms of communication with suspects

• Document conversations with suspects and creating and following up on tasks utilizing CRM software

• Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities

• Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations

Role Expectations

PIAs are expected to meet / exceed basic performance expectations and recording practices:

• PIAs are expected to make a minimum of 16 calls, plus necessary follow-up emails per hour.

• Based on the minimum expectations of calls, the PIA role will have an hourly compensation of $16 per hour.

• Daily timecards and meeting data will be maintained by each PIA and approved by the Partner Integration Team Lead.

PIAs have a bonus opportunity of $100 per qualified meeting held with the CBO or CEO. This bonus is unlimited.

Definition of qualified meeting:

1. The advisor has confirmed that they own their own client relationships

2. The advisor meets the minimum AUM requirement for their location opportunity.

a. $20M for Tuck-in

b. $60M for New Location

3. During the Intro call, CEO/CBO confirms that the person is in a role that would qualify for our opportunity.

Bonus eligibility requires that the PIA be actively employed at the time of the bonus payout. A PIA may also be eligible post-employment if:

1. A meeting is scheduled and occurs within two weeks post-employment and

2. The PIA provides and upholds a two-week written resignation notice to their supervisor and

3. Left employment in good standing as determined by their supervisor

PIAs are not eligible for other benefits.

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