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Wealth Management Sales Support Specialist

4 weeks ago

New York, New York, United States Tradeweb Full time
Job Title: Wealth Management Sales Support Specialist

About the Role:

Tradeweb Markets is a world leader in the evolution of electronic trading. As a Wealth Management Sales Support Specialist, you will serve as the key advocate for our core wealth management accounts, providing proactive and client-centric support. You will work closely with the trade support team and client services to gain knowledge of all actions taking place within the accounts.

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.
* 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.
* Identify opportunities to increase trading volumes by delivering enhanced workflow solutions.
* Maintain awareness of market and industry trends to better serve clients.

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 and fixed income.
* Proven track record of developing pipeline and hitting or exceeding revenue goals.
* Goal and action-oriented, with ability to work towards revenue targets within a business development environment.
* Strong communication skills, both verbal and written.
* Series 7, SIE, and 63 preferred and/or willingness to complete in a timely manner.

About Tradeweb:

Tradeweb is committed to providing valuable and competitive benefits, including health insurance, a hybrid environment, and a 401(k) savings plan. We offer a culture built on innovation, creativity, and collaboration, and we continue to work together to improve the way financial markets trade.

Why Join Tradeweb:

As a Wealth Management Sales Support Specialist, you will have the opportunity to work with a talented and driven team, develop your skills and expertise, and contribute to the growth and success of our company.