Principal Mining Consultant providing technical consulting services on open - pit projects. Leading mining studies and managing multi - disciplinary project teams in a hybrid role.
About the role
- Client Consultant supporting high net worth individuals in a fast-paced fintech environment. Driving growth by building relationships and providing tailored investment solutions.
Responsibilities
- Drive AUM growth by expanding relationships with existing investors and converting new platform sign-ups into active, long-term clients
- Educate investors to enhance their understanding of Willow Wealth’s investment strategy and the details of individual funds and offerings
- Leverage consultative selling techniques to understand clients’ needs and provide tailored investment solutions, guiding them through the decision making process
- Build and nurture high-value relationships by delivering investor-focused education and expectational service
- Proactively Engage your existing client base with regular outreach to maintain strong relationship and identify new opportunities to grow AUM
Requirements
- 3-7 years of proven sales record within financial services or related fields
- Sales and/or client facing presentation skills
- Meticulous white-glove service experience and demonstrated investor-first orientation
- Ability to prioritize tasks, leads, and outreach based on analysis
- Experience meeting and exceeding metrics driven performance indicators
- Works well under pressure in a dynamic, high growth environment
- Interact and communicate effectively with new prospects, investors, departments and stakeholders
- Ability to navigate cross functionality and collaborate towards great client outcomes
- Strong interpersonal and relationship-building skills, ability to interact with and grow a highly successful client base via phone, email and in-person, as needed
- Series 7 license
- Bonus Points for: Experience with private markets investments
- Prior work history in fintech or a fast growing start-up
- Series 65 or 66 license
Benefits
- Competitive compensation packages, including equity
- Health, dental & vision coverage with FSA/HSA options
- Unlimited PTO
- 401k Match
- Commuter benefit
- Life insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Principal Geologist at Mining Plus involved in resource estimation and geological consulting. Driving business development and training for junior geologists in a collaborative team environment.
Principal Geologist at Mining Plus focusing on resource geology, estimation, and client relationship management. Engaging in mining studies and mentoring junior geologists within a collaborative team.
Principal Mining Consultant with Mining Plus, focusing on open - pit projects and providing expert services. Lead multidisciplinary teams while managing and mentoring staff and overseeing technical studies.
IT - Consultant leading concept development and IT requirements at APP, a consulting firm for digital transformation in Switzerland.
IT - Consultant at APP responsible for developing and implementing IT and business solutions. Leading project teams and ensuring sustainable client engagement in Switzerland.
IT - Consultant leading teams in IT project management and developing solutions for business challenges at APP. Opportunity to actively shape the future of the company and expand professional network.
Associate Consultant working with a leading global technology brand, engaging with Japanese consumers and combining cultural insights for effective client delivery. Build consultancy skills in community - led research and analysis.
Associate Consultant role at Escalent supporting major tech branding efforts. Engaging with Brazilian consumers through data - driven insights and cultural analysis.
Associate Consultant contributing to insights for a leading global technology brand. Working with an international consultancy team and engaging with Korean consumers.