What are the responsibilities and job description for the Senior Liaison, Client Solutions position at Cambridge Investment Research, Inc.?
About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered.
Job Summary: We are seeking an experienced Liaison for Client Solutions to serve as the company’s product expert and knowledge leader in this sector. This role will be responsible for developing and executing product marketing strategies, ensuring alignment with financial professionals' goals, and driving profitability and growth. The ideal candidate will perform market research to maintain product differentiation and identify new opportunities, while collaborating with internal teams and external partners. This position also requires acting as a spokesperson and presenting at company conferences and meetings.
Why Join Us:
- Innovative Culture: Be part of a forward-thinking company that values creativity and innovation.
- Career Growth: Opportunities for professional development and career advancement.
- Comprehensive Benefits: Competitive salary, health insurance, retirement plans, and other employee benefits
Essential Duties
- Product Expertise: Serve as the company’s subject matter expert on insurance and annuities, providing in-depth product knowledge to support business goals.
- Product Marketing Leadership: Lead the development and execution of product marketing plans, aligning strategies with the goals of financial professionals to drive business growth.
- Spokesperson Role: Act as the company’s representative for product-related inquiries, media engagements, and public appearances, effectively positioning the company's offerings in the market.
- Profitability and Growth: Ensure product strategies meet profitability and growth targets through effective planning and execution.
- Market Research: Conduct ongoing market analysis to ensure product differentiation, address competitive challenges, and identify new market opportunities for product expansion.
- Event Participation: Participate in and present during the company’s internal and external conferences, meetings, and webinars to communicate product positioning and strategies.
- Cross-Functional Collaboration: Collaborate with internal teams such as marketing, sales, and product development, as well as alliance partners, to ensure cohesive strategies and effective execution.
Education & Experience
The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with sales, market research, and the financial industry.
Certificates & Licenses
Financial Industry Regulatory Authority (FINRA) Series 7 license is required for this role.
Compensation: $55,000-$80,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
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Salary : $55,000 - $80,000
