Wealth Management Sales Support Specialist

4 weeks ago

New York, New York, United States Tradeweb Full time

Job Title: Wealth Management Sales Support Specialist

Job Summary:

We are seeking a highly motivated and experienced Wealth Management Sales Support Specialist to join our team at Tradeweb Markets. As a key advocate for our core wealth management accounts, you will be responsible for understanding client needs and working closely with the trade support team and client services to gain knowledge of all actions taking place within the accounts.

Key Responsibilities:

  • Grow revenue in our core wealth management accounts and negotiate advantageous contract renewal terms.
  • Shadow regular status and strategy meetings with senior team members to better understand accounts and their initiatives with the goal of optimizing their usage of our platform.
  • Understand all functions of trade support, client services and sales to provide the highest level of support.
  • Work closely with internal teams to resolve trade support related issues promptly providing exceptional client service.
  • Identify opportunities to increase trading volumes by delivering enhanced workflow solutions and discovering untapped pockets of order flow.
  • Maintain awareness of market and industry trends to better serve clients.
  • Become familiar with the competition and understand their strengths.
  • Participate in sales conferences and events.

Requirements:

  • 5+ years' experience in a client facing, Relationship/Account Management Role.
  • Bachelor's Degree completed or equivalent experience.
  • Strong understanding of electronic trading/e-commerce, fixed income.
  • Proven track record of developing pipeline and hitting or exceeding revenue goals.
  • Goal and action orientated, with ability to work towards revenue targets within a business development environment.
  • Strong communication skills, both verbal and written with the ability to engage a senior level audience.
  • Series 7, SIE and 63 preferred and/or willingness to complete in a timely manner.
  • Ability to travel in the US 50% of the time.

Benefits:

  • Health Insurance: Highly competitive medical, dental, and vision programs.
  • Hybrid Environment: Our employees have the flexibility of working in the office and from home.
  • Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
  • Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10.
  • Building Wealth - 401(k): Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.

Additional Information:

Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer a range of benefits to support your physical and mental well-being, including health insurance, dependent care flexible spending accounts, and a 401(k) plan with company match.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.

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