Ip - Enterprise Business Development - Associate

Working at 55ip means standing at the intersection of finance and technology—and at the cutting‑edge of wealth and asset management. 55ip has built a tax‑smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, delivered through an intuitive experience and intelligent automation. The Boston‑ and Mumbai‑based team has experienced breakthrough growth over the last two years, with over 390 financial advisor firms trusting more than $60 billion in assets under supervision.

As an Enterprise Business Development Associate within the Enterprise Solutions team, you will help financial advisors understand the value of 55ip’s Tax‑smart Platform and drive platform adoption with the Advisor Success and Business Development Teams. You will play a key role in demonstrating the platform’s value to a diverse group of Enterprise RIA and Wealth Management clients and work cross‑functionally across Product, Quantitative Research, Technology, Sales, and Service.

• Develop strong relationships with top‑tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition.
• Provide superior client service by being responsive, thoughtful, and making the clients’ needs the focus.
• Leverage cutting‑edge technological tools to showcase our resources to financial advisors in a more user‑friendly way.
• Partner with the Enterprise ASM (Advisor Success Manager) to align on objectives needed to achieve 55ip’s AUM ramping goals.
• Demonstrate effective relationship management skills by focusing on timely follow‑up, advisor scheduling, and lead generation.
• Convey the thought leadership of our Advisor Solutions team to aid clients’ understanding of the ever‑changing market landscape and how they can benefit from leveraging 55ip’s platform.

• Bachelor’s degree or higher.
• Passion for sales and the financial markets, with an understanding of the value of tax management.
• Proven results shown through sustainable achievement in a competitive environment.
• Demonstrated ability to work in a team and collaborate cross‑functionally.
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace.
• Capacity to build relationships across the entire organization and with partner firms.
• Willingness to wear multiple hats and support the buildup of new functions.

• 2–5 years of financial services experience preferred and/or related sales leadership experience.
• Preferred experience in asset and wealth management, including consulting with financial advisors.
• Expertise in utilizing a CRM, e.g., Salesforce is preferred.

We offer a competitive total rewards package including a base salary determined by role, experience, skill set and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

55ip is an equal opportunity employer and places a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Reasonable