Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
About the role
- Consultor de Novos Negócios para conduzir o processo comercial na Galapos. Envolvimento em consultoria estratégica, M&A e incentivos fiscais, com foco em resultados.
Responsibilities
- New Business Consultant focused on the B2C channel vertical
- Commercial process
- Organize full financial analyses of companies using financial statements (balance sheet and income statement - DRE)
- Prepare company (prospect) summaries and briefings and formulate hypotheses for discovery meetings
- Exchange emails with prospects and partners to qualify business opportunities and advance negotiations
- Conduct commercial meetings with prospects
- Consistently update the CRM tool (HubSpot) according to ongoing negotiations
- Architect customized proposals (scope, timeline, deliverables, compensation) in alignment with technical teams
- Lead and manage the end-to-end commercial process through to closing new business
- Draft contract clauses and contract drafts from Word templates
- Management activities
- Use Artificial Intelligence to improve processes and solve problems
- Coordinate internal tasks (checklists, governance) and internal projects
Requirements
- Experience in one or more of Galapos’s services (Strategic Consulting, M&A, Government Incentives)
- Proficient with Office Suite applications (PowerPoint, Excel, and Word) to build presentations, spreadsheets, and complex documents
- Ability to write emails and texts with clarity and concision (corporate communication)
- Clear and persuasive communication skills for leading meetings with prospects
- Perform company analyses based on corporate finance metrics (revenue, costs, expenses, margins)
- Ability to operate a CRM tool end-to-end: deal creation and management, required properties, tasks, and basic reporting
- Bachelor’s degree in progress or completed in Business Administration, Engineering, Economics, Accounting, Law, or a related field
Benefits
- Unimed health plan
- Mobility allowance
- Meal or food allowance (FLEX)
- Salary bonus
- Sales commission
- Day off
- Gympass
- Free psychological well-being support
- Galapos Learning Platform
- Flexible working hours
- Preferably on-site work
- Availability for hybrid work at our office in Mostardeiro / Moinhos de Vento, Porto Alegre
- Best of all, we are one of the best companies to work for in Brazil, with a welcoming culture!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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