Wealth Management Sales Support

Tradeweb
US - New York - New York
October 25, 2024

Company Description

Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clientsin more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.

Mission:
Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.

Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.

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Tradeweb is seeking a highly motivated individual to join our sales team with a focus on wealth management. The successful candidate will serve as the key advocate for our core wealth management accounts by being proactive and understanding client needs. You will work closely on the trade support team and client services to gain knowledge of all actions taking place within the accounts. The right candidate will foster relationships within the account to address challenges, find opportunities, and ensure Tradeweb Direct continues to provide best in class service. You will serve as a key driver of growth, and seek opportunities to upsell clients on Tradeweb products and features.

Job Responsibilities
Grow revenue in our core wealth management accounts and negotiate advantageous contract renewal terms.
Shadow regular status and strategy meetings with senior team members to better understand accounts and their initiatives with the goal of optimizing their usage of our platform.
Understand all functions of trade support, client services and sales to provide the highest level of support.
Work closely with internal teams to resolve trade support related issues promptly providing exceptional client service.
Identify opportunities to increase trading volumes by delivering enhanced workflow solutions and discovering untapped pockets of order flow.
Maintain awareness of market and industry trends to better serve clients.
Become familiar with the competition and understand their strengths
Participate in sales conferences and events.
Qualifications 5+ years' experience in a client facing, Relationship/Account Management Role.
Bachelor's Degree completed or or equivalent experience.
Strong understanding of electronic trading/e-commerce , fixed income.
Proven track record of developing pipeline and hitting or exceeding revenue goals.
Goal and action orientated, with ability to work towards revenue targets within a business development environment
Strong communication skills, both verbal and written with the ability to engage a senior level audience
Series 7, SIE and 63 preferred and/or willingness to complete in a timely manner
Ability to travel in the US 50% of the time
Additional Information

Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:
Health Insurance:
Highly competitive medical, dental, and vision programs
Hybrid Environment:
Our employees have the flexibility of working in the office and from home.
Health Care and Dependent Care Flexible Spending Accounts:
You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
Maven Family Building Benefit:
Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
Building Wealth - 401(k) Savings Plan:
Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
The current pay range for this role if performed in the city of New York is currently $90,000 to $170,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.
Other Benefit Programs Pre-Tax Commuter Benefits Program
ARAG Legal Services
Employee Assistance Program
Tuition Reimbursement
Financial Wellness Tools
Travel Assistance Benefits
Pet Insurance
Corporate Gym Subsidies
Wellness Perks
Paid Time Off and Parental Leave
• LI-hybrid

Read the full job description and apply online on the recuiter's web-site

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