Advisory Services Analyst

About the Role

Opto Investments seeks an energetic, goal-oriented, highly curious Advisory Services Analyst to join our continuously growing sales team. Opto is a significantly well-funded Series A start-up with a proven track record for product market fit, and you'll be responsible for our continued success in driving revenue and brand awareness. As an Advisory Services Analyst, you'll partner with our Relationship Managers and Opto’s leadership team to support sales and relationship management efforts by helping answer client questions, building internal processes, and working to build a sales pipeline. If you thrive in a team-driven environment while possessing a competitive edge, you will do great things on our sales team! 

Your day-to-day will include:

• Supporting client-facing team with client engagements 
• Partnering with our investment research team to help source, engage and communicate fund manager experience and expertise 
• Owning Business Analytics processes for the Advisory Services team
• Supporting sales and relationship managers by: 
• Attending client meetings 
• Helping answer client questions 
• Organizing and reviewing client follow ups
• Designing and maintaining marketing materials for clients
• Assisting in client outreach
• Owning internal and external research projects around client segmentation and Opto messaging
• Interfacing with investment management, operations, technology, legal and product teams to provide feedback on client experiences

About You

Required Skills

• Excellent written and verbal communication skills
• Experience collaborating with  with internal cross-functional teams (i.e., marketing, operations) and external brokers
• Experience with G-Suite, Hubspot, Confluence and Slack
• Proficiency in analytical tools like Excel, SQL, and Python
• Ability to convey complex information concisely
• Investment experience
• Experience working with with RIAs or other financial intermediaries

Background

• 1+ year of experience in a client facing role/sales, preferably within the investment industry
• Track record of high achievement personally and/or professionally
• The ability and desire to work in a fast-paced environment and thrive when faced with challenges and ambiguity
• You possess a competitive nature with the desire to meet and exceed performance goals
• You are polished, professional, curious

Compensation and Benefits

Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $95,000-$150,000 dependent on skills, experience and expected contribution. 

All full time employees at Opto enjoy:

• Significant equity
• Health, dental, and vision
• Unlimited PTO
• Retirement savings plan (401k)
• Learning, Fitness & WFH stipends
• Paid Holidays, Including closing the week in between December 25th and January 1st 
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