Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY: The Sales Enablement Associate is responsible for executing on the data requirements of our external partners for the participation in their client referral programs and supporting the training needs of the overall department. This entry-level role requires excellent communication and organizational skills and strong analytical and technology skills. The Sales Enablement Associate works actively as part of a cross-functional, centralized sales support team to: (1) Capture and process program data accurately to ensure smooth operation of the business unit’s processes and metrics reporting; (2) Facilitate and track the compliance checks necessary for program participation and success; (3) Coordinate program onboarding and help to maintain a current library of program training materials.
DUTIES AND RESPONSIBILITIES:
- Program systems & reporting (40%)
- Processes referrals from external partners in company systems and distributes to the assigned regional sales team
- Ensures accuracy of program-specific data entry and assignment
- Provides data management and systems-related support to the broader team
- Coordinates campaign setup and response data management within our CRM system, Salesforce
- Provides key metrics reporting to program leadership weekly, or as requested
- Training coordination & materials (25%)
- Works to coordinate program-specific training with the appropriate internal partners and team members
- Ensures training materials are kept up-to-date with current rules of engagement, internal service standards, etc.
- Expands or contracts training materials library, as needed
- Compliance administration (15%)
- Administer program-specific compliance checks to incoming participants
- Track all compliance checks in the CRM and other systems, as needed
- Team support (10%)
- Take notes to provide meeting summary for program management, as needed
- Meeting coordination for program management meetings, as needed
- Basic events coordination upon request by Sales Enablement Specialists
- Provide administrative support to the broader sales and sales support teams
EXPERIENCE AND QUALIFICATIONS:
- College degree in marketing, business or related
- 2+ years of strong administrative experience supporting a sales team
- 1-2+ years of entry-level experience in the wealth management/RIA industry or related a plus
- Customer service or relationship management experience a plus
- Strong verbal and written communication skills who enjoys working with people
- Organized with the ability to work on multiple projects
- Meticulous attention to detail
- Experience in Salesforce or a similar CRM a plus
- Proficiency with MS Office programs (Excel, Word and PowerPoint)
- Willingness to learn about - and work compliantly within - the financial services industry
- Must be in good compliance standing with all rules, regulations and policies
Salary: $60-65K
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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What We Do
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
