Business Development Partner ✓
📍 Chicago, IL; Clearwater, FL; Westlake, TX
Published: 29 May 2026
Updated: 1 week ago
📝 Description
📋 What you will do
- Conduct demonstrations of the Fusion technology platform to Registered Investment Advisors (RIAs)
- Manage HubSpot CRM by inputting data, segmenting contact lists, and automating sales processes
- Support the sales team with scheduling, preparing collateral, and administrative tasks
- Maintain up-to-date product knowledge and share client feedback with the product development team
- Generate reports to analyze sales performance and maintain relationships with prospects and clients
🛠 Stack and skills
HubSpot CRM
Fusion platform
Knowledge of custodial services and the RIA industry
✅ What we expect
- Proven track record of building relationships with independent RIA firms
- Ability to influence decision makers to transition to the TradePMR platform
- Excellent communication skills
🎁 What we offer
- Hybrid work format with in-office attendance at least 3 days per week
- Based in Chicago (IL), Clearwater (FL), or Westlake (TX) offices