Role OverviewThe Inside Sales Representative will support advisors, asset managers, consultants, and investors by helping them maximize the value of Nasdaq's research platform, ETFs, and managed account solutions while contributing to business growth.
What You Will Do
Deliver exceptional support and education to clients through phone, email, and virtual meetings, build and maintain strong relationships with advisors, consultants, asset managers, and investors, and monitor industry trends and market opportunities to provide valuable insights to clients and support sales efforts.
Why It Might Be a Fit
The ideal candidate is client-focused, curious about financial markets, and enjoys building relationships, and is energized by helping clients navigate investment decisions with confidence.
Requirements
- Bachelor's degree in Business, Finance, Economics, or equivalent experience
- 2+ years of experience in financial services, client success, sales, account management, or a related field
- Active Series 7 and Series 55 licenses
Benefits
- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- Company paid life and disability plans
- Generous paid time off
- Comprehensive medical, dental and vision coverage
- Health spending account with employer contribution
- Paid flex days to support mental wellbeing
- Gym membership discounts
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training and Professional development opportunities
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