Who Is AdvisorEngine
We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.
AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.
Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.
About this role
We are a growth driven company looking for an energetic and engaging Business Development Manager (BDM) to sell our wealth management technology platform to RIAs, Broker Dealers and Banks. The ideal BDM will have a track record of success managing deal cycles requiring prospecting, sales funnel management, sales presentations, product demonstrations, organizational skills, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management, is passionate about technology, has sold technical solutions, and can creatively sell solutions to prospects and clients.
Required Skills & Experience