Opportunity

We seek a driven individual who can champion SMArtX’s SMArtY Program to the Wealth Advisor/RIA community, Asset Management sector, and TAMP marketplace. This role is pivotal in developing new business, addressing client challenges, and scaling client success. Ideal candidates are tech-savvy, knowledgeable about Managed Accounts, TAMPs, and UMAs, and passionate about our product's value and problem-solving capabilities.

About SMArtY

Our SMArtY platform empowers advisors with managed account capabilities, tax-focused investment solutions, and cost-effective operations for portfolio management.

Position Requirements

• Strategic Prospecting: Identify and proactively act on opportunities for customers and prospects.
• Solution-Driven Sales: Understand and match prospect needs with SMArtY’s value proposition.
• Communication Skills: Proficient in written, verbal, and presentation formats.
• Multitasking Excellence: Ability to manage multiple requests and prioritize efficiently to achieve territorial or account-based goals.
• Initiative & Innovation: Displays urgency in reaching goals and delivering key results. Able to independently propose new ideas and demonstrate proven execution strategies.
• Team Contribution: Highly motivated with a strong team-oriented approach.
• Qualifications: A bachelor's degree is strongly preferred.
• Series 65/66 certification is a plus.
• Industry Knowledge: Understanding of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP Utilization.

Core Responsibilities

• Sales Process & CRM Management: Track all sales activities and lead qualifications accurately in CRM (e.g., Pipedrive, Salesforce, HubSpot).
• New Business Development: Work collaboratively with the sales team to drive new client acquisition.
• Product Expertise: Become proficient in the SMArtX platform and SMArtY Program; conduct live platform demos.
• Lead Generation & Qualification: Follow up on marketing leads and identify qualified opportunities. Manage CRM leads through prospecting, qualification, and closing stages.
• Market Research: Conduct research on key individuals and strategic accounts, presenting solutions tailored to their business requirements.
• Collaborative Sales Approach: Work closely with Sales, Marketing, and Manager Solutions teams to design effective sales strategies.
• Travel Requirement: Willingness to travel up to 50% of the time.

About SMArtX Advisory Solutions

Founded in 2018, SMArtX Advisory Solutions is a leading financial technology firm dedicated to delivering transformative solutions for wealth management. Join a collaborative, innovative team in a dynamic yet relaxed professional setting.