Job Responsibilities:

• Strategic Relationship Management: Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership. 
• Product and Operational Collaboration: Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.
• Business Development Planning: show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources
• Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of “data” to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results
• Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver a commercial outcomes
• Business leadership: Must have an appetite to grow and expand as 55ip continues its push to becoming the “Industry Standard” in tax-smart investment management and be capable of identifying areas where there's a need to design new processes

Required Qualifications, Skills and Capabilities:

• Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisor
• At least 5-8 years financial services experience
• Superior communication skills and previous executive engagement experience
• A strong familiarity of investment products and services, model portfolios , tax management and/or knowledge of ETFs a plus
• Exposure to or working directly with products/capabilities that integrate into advisors technical/operational workflows
• Bachelor’s degree from accredited 4-year university