Help venture backed Fintech firm in Carlsbad transform finance
Do you want to be a part of a venture backed Fintech startup revolutionizing finance? We are democratizing wealth management and are partnered with some of the most powerful companies in finance.
We need an entrepreneurial student to help us develop a new marketing initiative to attract RIAs (Registered Investment Advisors) to our platform.
Our flagship technology, Echo Trading, allows retail investors with $1,000 or less to copy the trades of institutional quality investment advisors and fund managers. With Echo Trading, advisors, portfolio managers, and hedge fund managers that typically require $1MM+ investment minimums, are now accessible to anyone. We are leveling the playing field for wealth management.
- Research RIAs (registered investment advisors)
- Build database of RIAs, key contacts, and email addresses
- Help identify ideal RIA profile for Echo Trading
- Research and help select outreach methodologies and 3rd party solutions for marketing campaigns
- Manage outsourced virtual assistants
Education, Skills, Experience:
- Entry level college internship (paid)
- Interest in finance, investing, trading
- Interest in entrepreneurship
The student will take away hands on experience in a startup environment and a deep understanding of the financial advisory ecosystem, structure, and key players. They will also learn research best practices, guerrilla marketing tactics, and the variety of tools/sites/solutions used to build a marketing campaign and how to utilize outsource support.
WITH YOUR RESUME, PLEASE INCLUDE 1-2 PARAGRAPHS OF WHY YOU WANT TO WORK WITH US AND WHY YOU WOULD BE A GREAT FIT.
Job Types: Part-time, Internship
Pay: $12.00 - $13.00 per hour