Wealth Management Sales Support Specialist
3 weeks ago
Tradeweb Markets is a world leader in the evolution of electronic trading. We are seeking a highly motivated individual to join our sales team with a focus on wealth management. The successful candidate will serve as the key advocate for our core wealth management accounts by being proactive and understanding client needs.
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.
- 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-oriented, 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.
- Health Insurance: Highly competitive medical, dental, and vision programs.
- Hybrid Environment: Our employees have the flexibility of working in the office and from home.
- Health Care and 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. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption, and surrogacy expenses.
- Building Wealth - 401(k) Savings Plan: 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.
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Wealth Management Sales Support Specialist
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New York, New York, United States Tradeweb Full timeJob Title: Wealth Management Sales Support SpecialistAbout 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...
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Wealth Management Sales Support Specialist
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New York, New York, United States Tradeweb Full timeJob Title: Wealth Management Sales Support SpecialistJob 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...
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New York, New York, United States Tradeweb Full timeJob Title: Wealth Management Sales Support SpecialistTradeweb Markets is a world leader in the evolution of electronic trading. We are seeking a highly motivated individual to join our sales team with a focus on wealth management. The successful candidate will serve as the key advocate for our core wealth management accounts by being proactive and...
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