Business Development Manager
11 hours ago
We are collaborating with a forward-thinking Fintech firm to identify an experienced professional in financial advisory or sales, specializing in B2B SaaS, to join their team and work closely with clients focused on financial planning.
The innovative software developed by the firm leverages large language models (LLMs) to automate administrative tasks for financial advisors, enhance personalization, and optimize client interactions. This cutting-edge solution is revolutionizing the way financial advice is provided, making it more efficient and effective.
Main Responsibilities:
- Collaborate with financial planning clients to understand their needs and provide tailored solutions.
- Work closely with the Fintech firm's team to stay updated on software developments and ensure seamless integration with clients.
- Analyze data and insights generated by the LLM-powered software to inform strategic decisions and improve client outcomes.
- Maintain strong relationships with clients, fostering trust and loyalty through exceptional service and expertise.
Requirements:
- Proven experience in financial advisory or sales, preferably in a B2B SaaS environment.
- Strong understanding of financial planning principles and industry trends.
- Ability to communicate complex ideas effectively and build rapport with clients.
- Familiarity with large language models (LLMs) and their applications in financial services.
Estimated Salary: $100,000 per year, depending on qualifications and experience.
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