Key technologies and capabilities for this role
Common questions about this position
Candidates need a minimum of 5+ years in a customer-facing role such as Account Management or Business Development, with a proven track record in Financial Services, FinTech, banking, or payment providers, including revenue generation and closing deals.
The position is hybrid.
This information is not specified in the job description.
Key skills include strong negotiation, exceptional communication (written and oral) with strong interpersonal skills, advanced proficiency in MS Office, Google Suite, and CRM tools, plus the ability to build positive internal relationships while being assertive.
A strong candidate has 5+ years in customer-facing roles in FinTech or payments with proven revenue generation, excellent negotiation and communication skills, proficiency in office and CRM tools, and a devotion to high-quality customer service.
Investment platform with margin loans and rewards
M1 Finance offers a technology-driven investment platform that allows users to invest in various financial instruments and provides incentives like cash bonuses. It also provides margin loans, enabling clients to borrow against their portfolio, and the Owner’s Rewards Card, which offers cash back that can be reinvested. M1 Finance stands out by combining investment options, lending services, and a rewards credit card to help clients grow their portfolios. The company's goal is to empower clients to manage and enhance their investments securely and efficiently.