Client Development Associate

Forme Financial is disrupting wealth management through an evidence-based platform developed exclusively for physicians. We take accountability for better financial outcomes - something lacking in the industry. Instead of managing physician wealth, we accelerate it.  We strive to double net worth outcomes at retirement, and our initial work with clients indicates this goal is imminently achievable.  

Our ambition is to deliver unique and first-in-kind financial products that are highly personalized around physician needs and delivered in a comprehensive, coordinated, and automated way. The product delivers a stunning improvement in physician financial outcomes - living up to our mission of liberating physicians from residency through retirement from financial stress. 

We are a Series A company with a highly experienced CEO and leadership team backed by amazing investors who have successfully launched businesses across healthcare and technology. We are headquartered in New York City and are a remote-first organization today. We launched in May 2022 and are rapidly growing. 

We are looking for a dynamic Client Development Associate to join the Client Services Team at Forme. 

The Client Development Associate will be responsible for engaging potential clients through lead generation and setting meetings with our Director of Client Development. This person will help support lead nurturing, foster leads to held appointments, and facilitate the closing of leads. As a client development professional, you will be an expert in conveying our value proposition and what it's like to work with us, always staging out the best outcome for the customer. This person will be responsible for achieving a targeted number of held appointments for the Director of Client Development and closing certain leads based on the current assets and life cycle of the customer. It is important for this person to be a strong relationship builder as well as an ambassador for the company.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice. Additionally, the ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will report directly to the Director of Client Development.

The Client Development Associate role is critical for the Company and our continued growth trajectory.  

• Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving a sales target consistently

• Ownership and accountability of the sales funnel from start to finish, using motivations to be successful as a key driver to success as opposed to being told what to do all the time

• Has knowledge of and experience with building best practices around lead flow, getting our clients from the top of our marketing funnel all the way to paying customers as efficiently as possible

• Build scalable best practices for the New Business development team, using your own playbook to help build a best-in-class function for lead flow from the top of the marketing funnel all the way to bringing on new clients

• 3+ years of experience in business development at a Fintech company or RIA

• Bachelor's Degree

• Must be a credible and trustworthy business-minded person who stays up to date with market trends and is relationship oriented.

• Should be able to recognize, pursue and seize opportunities without being told to do so while also diagnosing current issues with the same mentality

• Willingness to be available when clients are

• Self-starter, productive, works well with a team and independently, as this is a fully remote role

• Excellent written and verbal communication skills

• Knowledge of CRM (e.g, Salesforce and Hubspot) is a plus

• Series 65 licensed (or become licensed in first 60 days of employment)

• Some travel may be required

• You have sales integrity and values working for a true fiduciary. As a guiding professional value, never sell products because they yield the highest commission but because they are the best fit for the customer.

• You have a quantitative sales mind, using a data-driven approach to pull key learnings and drive strategy.

• You are highly collaborative and agile. Can work well within a group and is comfortable with change.

• You are driven by a growth mindset but with a laser focus on how to best serve our customers, not what yields the highest advisory fee.

• You must thrive in a collaborative, start-up environment, utilizing expert knowledge in the space to elevate every function and colleague.

• You possess the hunger, drive, and resiliency to join an early-stage company in a competitive space. 

• An attractive total compensation package, including highly motivating equity compensation

• Employer-sponsored health insurance (medical, dental, vision)

• Free One Medical membership and access to TalkSpace

• 401k + 4% match

• Flexible paid time off