Advisor Consultant - Sales/Relationship Management Advisor Consultant - Sales/Relationship Management …

in New York, NY
Permanent, Full time
Last application, 12 May 21
in New York, NY
Permanent, Full time
Last application, 12 May 21
FP Alpha, a disruptive, wealthtech firm is looking to hire an Advisor Consultant to play an integral role in the expansion and buildout of a rapidly growing, well-funded company’s Sales/Relationship Management team. We are searching for a hard-working individual who is passionate about pursuing a career in the wealthtech space. FP Alpha is the first, AI-driven, comprehensive Financial Planning solution that enables Financial Advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 17 disciplines, all while remaining complementary to current retirement planning software.

Position Overview

In this role, you will serve as our Advisor Consultant, supporting the business via sales and relationship management.  You will introduce and sell our revolutionary SaaS product to Financial Advisors, while ensuring a high level of product adoption/retention.

  • SALES - You will assume ownership for all phases of the sales lifecycle from prospecting potential clients and conducting online demonstrations through to the close of the sale.
  • RELATIONSHIP MANAGEMENT - You will effectively build, manage, and engage client relationships and ensure overall client success resulting in high levels of client satisfaction and retention.


  • Generate leads using the latest techniques and tools, including leveraging marketing content via social media channels, using targeted email campaigns, and generating referrals.
  • Encourage interest in our product and engage with Financial Advisors and decision makers in Wealth Management companies. Educate them on our value proposition, expertly guide them to purchasing our SaaS Product, and lay the foundation for strong, long lasting relationships.
  • Schedule appointments with qualified prospects, conduct online demonstrations of our SaaS/Software and ultimately sign prospects.  
  • Coordinate all aspects of client interaction throughout the lifecycle of the customer.
  • Train clients on the software and function as a trusted advisor who assists in improving their data-driven deliveries and processes.
  • Collect and analyze data and feedback and turn this into a successful onboarding plan that includes retention strategies. You will be involved in all aspects of support, account management, product demonstrations, customer knowledge and more. All team members look to client success for input across all key decisions.
  • Ensure that customers are successfully using the FP Alpha application by understanding their business objectives and recommending strategies to achieve those goals.
  • Act as the first point of escalation for clients facing irregular issues.
  • Maintain and grow relationships with customers to drive client performance, prevent churn, identify cross sell/upsell opportunities, and increase customer satisfaction.
  • Perform periodic review of a client’s use of products and advise on ways to improve performance.
  • Establish and facilitate regularly scheduled web conference meetings to proactively engage customers.
  • Achieve department goals including client satisfaction, revenue and performance metrics.
  • Understand and ensure ongoing adherence to the customer’s contract.
  • Generate new business through upgrades to existing accounts and cross-sell to referenced accounts.
  • Serve as a customer advocate, driving industry best practices, while positioning the FP Alpha platform as a key driver to the customer's success, which will increase product utilization and expand FP Alpha’s footprint through user adoption.
  • Positively influence the customer lifetime value through higher product adoption and satisfaction


  • Bachelor’s Degree in Finance, Economics, Business or related field
  • 3+ years of experience in Sales, Relationship Management, or Account Management in Financial Services
  • Experience working with Financial Advisors in a SAAS or software company a strong plus
  • Comfort working in a dynamic, startup environment
  • Ability to interact effectively electronically, over the phone and in-person
  • Experience in a client-facing role, using deep knowledge of financial planning concepts
  • Entrepreneurial spirit with a passion for financial planning and technology
  • Exceptional communication and decision-making skills with ability to develop deep relationships
  • Extremely well-organized with a high level of accuracy and attention to detail
  • Flexible approach and an ability to operate effectively with uncertainty and under pressure
  • Strong problem-solving and time management skills with a high level of personal responsibility
  • Driven, self-motivated and enthusiastic, with a ‘can-do’ attitude
  • Ability to translate technical information into simple concepts for a nontechnical end user
  • Empathetic, positive attitude with a deep desire to help clients succeed and reach their goals
  • Proficiency with CRM Software and working knowledge of Microsoft Office products


  • Compensation includes salary and incentive. Salary is competitive and based on experience and industry standards.
  • Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA, Generous Profit-Sharing Plan, Traditional and Roth 401(k), up to $400 for gym reimbursement and more.

For immediate consideration, please email your resume and cover letter to:

FP Alpha is an Equal Opportunity Employer.


About FP Alpha

Launched in 2020, FP Alpha is an AI-driven user-friendly comprehensive financial planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner.

Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor's current Financial Planning software, starting where they stop.  Our innovative technology reduces the burden of time-consuming manual tasks and frees financial advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.

Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is a complement to the advisor's current financial planning software, starting where they stop. Our innovative technology reduces the burden of time-consuming manual tasks and frees Financial Advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.

Andrew Altfest, MBA, CFP® is President of Altfest Personal Wealth Management, a pioneer in the fee-only Wealth Management movement. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Andrew has organized different practice groups focused on client segments, launched private equity solutions, and directed the firm’s Young Professionals group. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. 

Andrew was named a “Best-In-State Wealth Advisor” by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.

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