Robinhood
finance
BusinessDevelopmentPartner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Partner at Robinhood. Skills: Business Development, RIA Industry, Custodial Services, Client Relationship Management. Conduct compelling demonstrations of Fusion custodial services technology. Assist with management of HubSpot CRM system”
What You'll Achieve.
Generate reports to analyze demo and sales activity performance
Industry & Context.
Sharp problem-solvers
What They're Looking For.
Must Have
proven track record of successfully building relationships with Independent RIA firms, ability to influence key decision makers to transition their custodial services to the TradePMR platform, understanding of custodial services, understanding of the Registered Investment Advisor (RIA) industry, excellent presentation and communication skills, both written and verbal, able to explain complex technical concepts in a clear and understandable manner, organizational skills and attention to detail
Nice to Have
experience in HubSpot
What You'll Do.
Conduct compelling demonstrations of Fusion custodial services technology
Assist with management of HubSpot CRM system
Provide essential support to sales team
Maintain up-to-date product knowledge
Contribute to company growth by generating reports
Build and maintain relationships with clients
How You'll Work.
Team & Collaboration
Collaborate on scheduling appointments; Collaborate on preparing sales collateral; Collaborate with the product development team to share client feedback
Communication Scope
Presentation skills; Written communication skills; Verbal communication skills; Explaining complex technical concepts
Full Job Description
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The TradePMR team empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We are a custodial services and technology provider offering a robust platform including portfolio management, digital account opening, and advanced trading tools to help advisors streamline operations and grow their practices. As Business Development Partner, you will have a proven track record of successfully building strong relationships with Independent RIA firms and the ability to influence key decision makers to transition their custodial services to the TradePMR platform This role is based in our Chicago, IL, Clearwater, FL, Westlake, TX office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do You will conduct compelling and informative demonstrations of the Fusion custodial services technology platform to Registered Investment Advisors (RIAs). You will assist with
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