A financial services organization is looking for a professional to build relationships with financial advisors through cold calling and scheduled meetings. This role focuses on strategic alliances that encourage client referrals and aligns career outcomes with educational investments. Candidates should excel in communication and possess strong organizational skills to track outreach activities and maintain follow-up protocols. #J-18808-Ljbffr
Strategic Outreach Lead - Financial Advisor Partnerships • New York, NY, United States
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