Bachelor's Degree, Marketing, Business, Finance, or related field. Must be able to sit in front of computer monitor (s) daily.

Data analysis, critical thinking, problem-solving and decision-making. Comfortable in high-pressure and fast-paced environments.

Three to five years prior experience in mid- to senior-level administration, business, management, or related field. Organizing digital and physical filing.

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Develop and implement strategies to achieve sales goals. This position is responsible for all selling functions and account management for an assigned sales