Business Development Associate

| Greater NYC Area
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DriveWealth is a financial technology firm pioneering embedded finance, fractional investing in US equities with a modern API-driven brokerage infrastructure. We’ve built patent-pending technology to fractionalize US equities and were the first to receive a license to do so in 2015. DriveWealth makes it as easy to buy Starbucks stock as it is to buy a Starbucks latte.

Our partners include banking and fin-techs disruptors, RIAs, and global brands who are build investing experiences in 153 countries. By empowering our partners with solutions to embed investing into new and existing digital experiences, they turn consumers into investors. Some of our partners are Revolut, Hatch, MoneyLion, Stake, and Avenue

We are looking to add a high energy Business Development Associate/Junior Salesperson to help support the Firm’s Sales team.

Responsibilities:

  • Create content and custom presentations for external sales pitches from prospecting through closing that articulate our value proposition specific to each prospect’s investing product objectives
  • Create visually appealing presentations that pictorially or graphically represent the content, product concepts or objectives, workflows and processes
  • Assist salespeople in managing prospect and partner communications and follow-ups throughout the sales life cycle
  • Conduct research and communicate insights, key findings and recommendations to marketing and the sales team on
    • Market/industry trends
    • Competitor analysis
    • Market opportunities/sizing
    • Target prospect profiling
  • Assist with financial modeling of contract pricing
  • Assist with internal sales pipeline tracking and reporting and internal management presentations
  • Attend sales meetings with prospects or clients
  • Potentially attend industry conferences

Requirements

  • 3+ years of experience as an analyst/associate in an investment bank or management consulting firm
  • Excellent Powerpoint and Excel skills
  • Highly organized, efficient and detail oriented
  • Superior verbal and written communication skills
  • Understanding of brokerage financial services and investing products
  • Self starter who can work independently and with cross-functional teams
  • Desire to become a key team member in helping scale a fast-growing startup
  • Start-up mindset - someone who embraces change and a fast-paced environment that may not have all of the structure of a large institution
  • Ability to travel occasionally to prospect or partner meetings when travel resumes as normal
  • Bachelor's degree in related field

Nice to have:

  • Graphic design / product wireframing
  • Advanced financial modeling skills
  • Experience in the brokerage industry or in sales of financial products or enterprise technology software

Benefits

  • 401k plan
  • Stock Options
  • Insurance – Health, Dental, Vision, Life, Legal. HSA and FSA options.
  • Flexible working hours
  • Work from home
  • Paid time off and holidays
  • Reimbursement for continuing education and conferences
  • Snacks and beverages available in the office
  • Pet-friendly workplace

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • MySQLDatabases

Location

Located right across the water from NYC's financial district, our technology office is only one stop away from Manhattan.

An Insider's view of DriveWealth

How do you collaborate with other teams in the company?

The teams here are very collaborative. I work in a remote capacity for the company. Although I am in a different state, my interaction and collaboration are at a high level. We use a variety of collaboration tools to make things easier.

Kris

Head of Recruiting

What makes someone successful on your team?

We are a high growth startup that services some of the coolest companies on the market. Every person that joins DriveWealth makes an impact. Ownership of your role and responsibilities, and creative problem solving is a recipe for success.

Megan

Dir. Corp Strategy & Analysis

What is your vision for the company?

DriveWealth wants to bring investing to everyone, everywhere. We already serve customers in 153 countries. DriveWealth just closed our Series C financing round and are hiring across every division to support our rapid growth. We want to be the #1 brokerage infrastructure provider in the U.S. and power the top 5 brands in every country globally.

Julie

President

How does the company support your career growth?

Working at DriveWealth, I'm surrounded by experts from a variety of areas of which I don't have professional experience—from programmers working on routing thousands of orders per second, to traders with decades of history at exchanges. I've absorbed so much knowledge from my colleagues that I've found new interest in a variety of areas over time.

John

Head of Technical Sales

What are DriveWealth Perks + Benefits

DriveWealth Benefits Overview

401k plan
Stock Options
Insurance – Health, Dental, Vision, Life, Legal. HSA and FSA options.
Flexible working hours
Work from home
Paid time off and holidays
Reimbursement for continuing education and conferences
Snacks and beverages available in the office
Pet-friendly workplace

Culture
Eat lunch together
Daily stand up
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Child Care Benefits
Remote Work Program
Vacation & Time Off Benefits
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Pet Friendly
Professional Development Benefits
Tuition Reimbursement
Lunch and learns
Acme Co. hosts lunch and learn meetings on occasion.
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