Wealth Management Sales Support Specialist

4 weeks ago

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

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.

Qualifications:

  • 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.

Additional Information:

  • Tradeweb is committed to providing valuable and competitive 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.
  • 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 provide 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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