Platform Specialist

| Greater NYC Area
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Want to work at the forefront of a fast-growing and award winning fintech company? With an incredible team and partners looking for innovative results, we’ve doubled in size our first year and doubled the asset classes we serve in our second. As a cloud-based company, we transitioned seamlessly into a socially-distanced workforce in recent months, and with a pace that hasn’t slowed, we’re still hiring and are currently on the lookout for smart and collaborative talent to join our remotely connected team. If you have your Series 7 & 63 and would like to obtain your state insurance certification, we want to meet you (via Bluejeans, of course).

Job Description
Platform Specialists are responsible for being experts on the SIMON platform and raising awareness of SIMON to our retail financial advisor networks. We are looking for motivated professionals who are coachable and understand this unique opportunity to play a pivotal role in the scaling of a fast-growing start-up venture - experience in structured products is not necessary. Candidates must possess attention to detail, organizational skills, aptitude for technology and financial systems, and an ability to work within a dynamic, fast-paced environment with the expectations of this role consistently growing and expanding.

Responsibilities

  • Proactively engage in sales campaigns targeting financial advisors in raising awareness of the SIMON platform, helping advisors manage and build their structured product and annuity business.
  • Be an expert of the SIMON platform, showcasing the full functionality of SIMON within structured products and annuities.
  • Act as a liaison between end user issues and the SIMON engineering / platform solution team.
  • Manage all interactions (calls, emails, webinars, demos) in salesforce.com
  • Learn, understand, stay current and have the ability to verbalize the structured product and annuity landscape and how SIMON supports these areas holistically.
  • Provide creative ideas in enhancing user experience on SIMON
  • 100% customer focus and success
  • Assist in other projects as needed such as supporting distributor roll-outs, training sessions and new product lines.

Minimum Qualifications

  • Bachelor’s degree 
  • 1-2 year of sales experience
  • Strong written and verbal communication skills
  • Series 7, 63 certifications and state insurance license required within the first 3-4 months of employment
  • Proficiency in Outlook, Excel and Salesforce.com

We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in the heart Birmingham, Alabama.

Official press release of SIMON becoming an independent broker dealer:   https://www.prnewswire.com/news-releases/simon-expands-structured-investment-platform-with-six-new-investors-300762379.html

Meet SIMON
SIMON Markets is a fast-growing and award-winning FinTech company, on the lookout for smart, collaborative talent to join our team.  

Originally founded within Goldman Sachs, SIMON Markets spun-out in December 2018 under the shared ownership and direction of seven leading financial institutions. Our team works to build transparency around complex, risk-managed financial products by way of a single, modern platform. Our platform provides financial advisers with access to multi-issuer solutions, a depth of educational tools, and advanced post-trade analysis that hasn’t before been possible.

By combining state-of-the art technology with the leadership of niche industry experts and an agile start-up mentality, SIMON is well-positioned to reshape our industry. We are leading the way in a space we helped create, we are passionate about pushing boundaries, and we are growing like crazy.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • AkkaLibraries
    • AWS SDKLibraries
    • Node.jsFrameworks
    • PlayFrameworks
    • SparkFrameworks
    • Vert.XFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • DynamoDBDatabases
    • AuroraDatabases
    • SnowFlakeDatabases
    • RedshiftDatabases
    • MixpanelAnalytics
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • JIRAManagement
    • SalesforceCRM

Location

As a cloud-based company, we transitioned seamlessly into a socially-distanced workforce in recent months but plan to return to the office in 2021.

An Insider's view of SIMON Markets LLC

What are some social events your company does?

We’ve focused on keeping the company connected during these times, and it’s been great to continue to connect with coworkers we wouldn’t otherwise see. Whether it’s virtual tastings, cooking classes, or our upcoming holiday party, I’m thankful to work for a company that cares so much about its employees!

Autumn

Platform Specialist

What does your typical day look like?

We pride ourselves on the fluidity and evolving nature of pivoting on a swivel to focus on the pressing priorities of that minute, day, or week. Being surrounded by driven teammates with equal intellectual curiosity creates an environment that pushes us to pursue the work we are passionate about while cohesively striving towards goals as a team!

Olivia

Senior Business Operations Specialist

How has your career grown since starting at the company?

SIMON is my first job following graduation from my master’s, and during my two years, I grew from junior to senior level and am now working on advanced projects. I learn new things every day with plenty of opportunities to cross-collaborate and integrate with clients. Join us and you too will grow at a pace you cannot imagine!

Stacey

Senior Quantitative Engineer

How do you empower your team to be more creative?

Creativity is essential–it helps us find innovative ways to leverage new technologies to meet our clients’ needs. I’m always available to act as sounding board for ideas and feedback, encourage cross-team collaboration, empower decision making creating a culture where we learn from mistakes rather than be discouraged, and set the right example.

Pranav

Head of Backend Engineering

What are SIMON Markets LLC Perks + Benefits

SIMON Markets LLC Benefits Overview

As a fintech start-up working in an open, loft-like space in the heart of NYC’s Chelsea district, our team balances a strong work ethic in an entrepreneurial, fast-paced environment. We intellectually encourage one another to grow and develop; foster a fun, agile, and collaborative daily culture; and celebrate our collective wins as a team. We work hard, with many perks to keep it fun, and we are going places together!

We offer our team the following benefits:

Comprehensive Medical, Dental, and Vision Insurance by Leading Providers
HSA Contributions
Optional Flexible Spending and Dependent Daycare Spending Accounts
Retirement Savings: 401(K) with Company Match
WageWorks Commuter Benefits
Disability and Life Insurance Coverage Available
Lifestyle Offers and Perks
Concierge Primary Care Network Membership
Flexible Time Off and Paid Parent Leave
Casual Dress Code
Complimentary Snack and Beverages

Culture
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Documented equal pay policy
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Acme co. sponsors family oriented events Semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Home Office Stipend for Remote Employees
Professional Development Benefits
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Cross-department program.
Customized development tracks
Paid industry certifications
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