Top 33 Asset backed Jobs in Princeton, Nj

Client Relationship Manager
alooola —Kingston, NJ
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Business development
- 401(k)
Quick Apply
6d
Research & Data Analyst
CompoSecure —Somerset, NJ
- $85,000 - $100,000 a year
- Email
- Marketing
- 3 years
- Finance
- Health savings account
- Paid holidays
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Finance Operate - Regulatory Reporting & Fund Accounting Implementation Manager
Deloitte —Princeton, NJ
- $128,000 - $252,500 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
Regional Sales Manager
Commercial Credit Group —Princeton, NJ
- Mid-level
- Travel
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Project Manager II
TRC Companies, Inc. —New Brunswick, NJ
- $80,350.40 - $110,000.00 a year
- Full-time
- 5 years
- Mid-level
- Microsoft Office
- Paid holidays
- Disability insurance
22h
Outreach Consultant
TRC Companies, Inc. —New Brunswick, NJ
- $69,284.80 - $85,000.00 a year
- Full-time
- Marketing
- Public speaking
- Research
- Paid holidays
- Disability insurance
Print, Fulfillment and Rebate Coordinator
Tokio Marine HCC —Woodbridge, NJ
- $23.85 - $28.84 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Inventory control
- Wellness program
- Paid parental leave
IEEE Foundation- Executive Director
Korn Ferry International —Piscataway, NJ
- $225,000 - $250,000 a year
- 11+ years
- Office
- Continuous improvement
Design / Frontend Engineer - NYC
Rad Hires —New Brunswick, NJ
- $140,000 - $230,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
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Senior Vice President, Head of Private Credit & Co-Head of Alternatives
Everest Group, Ltd. —Warren, NJ
- $340,000 - $350,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Bachelor's degree
- Wellness program
- Paid holidays
6d
Director, Operations Finance
Cellares —Bridgewater, NJ
- $170,000 - $240,000 a year
- Full-time
- Management
- Finance
- SQL
- Health insurance
- Dental insurance
Senior Web Application Developer
Tokio Marine HCC —Woodbridge, NJ
- $97,800 - $134,400 a year
- Full-time
- Computer science
- Azure
- Computer Science
- Wellness program
- Paid parental leave
Environmental Health & Safety Manager
Ironclad Environmental Solutions —South Plainfield, NJ
- Remote
- 5 years
- Analysis skills
- Bachelor's degree
- Opportunities for advancement
Quick Apply
4d
Freight Agent Broker
Parish Logistics LLC —United States
- Customer service
- Mid-level
- Business development
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Senior Compliance Consultant – Money Transmitter & Payments (Remote)
Orion Placement —United States
- $80,000 - $100,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply

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Client Relationship Manager

alooola
Kingston, NJ

Quick Apply

Job Details

Full-time
$60,000 - $85,000 a year
6 days ago

Benefits

401(k)

Qualifications

Deal closing
Business development management
Financial sales
Product presentation
Sales proposal development
Customer relationship building
Professional ethics
Zoom
Mid-level
Meeting scheduling
Managing financial planning clients
Business development
B2B business model
Math
Client retention
Initial Contact (sales skills)
403(b) retirement plans
Prospecting
Business development within finance
Lead Tracking
Client acquisition
Sales pipeline management
Corporate sales environment
CRM system proficiency
Video conferences (communication methods)
Series 65
Closing sales leads
Solution selling approach
Customer interaction during outreach
Sales follow-up

Full Job Description

alooola Client Relationship Manager

About alooola®

alooola is a wealth management platform for medical professionals and corporate employees. Investments, retirement planning, spending, insurance, all in one place, backed by real advisory expertise and a cutting-edge mobile application.

We're a rapidly growing fintech platform affiliated with Glen Eagle, a 30-year-old advisory firm with over $1B in assets under management. Privately held, profitable, no outside investors. We're taking what we know about serving doctors and building a digital-first experience around it. Currently at $65M AUM and growing.

The Role

You'll be responsible for meeting with and servicing an existing client base while also pursuing new business development, primarily for our corporate retirement plan line (401(k)s).

In your first 90 days, you'll likely:

Inherit a list of 150-200 existing clients on the platform to begin servicing. This will include reaching out to schedule phone calls or zoom meetings with each of them over the following 12 months.
Schedule 5-8 in-person meetings at the offices of existing corporate 401(k) clients to make a presentation of each of their respective 401(k) plans.
Proactively reach out to employees of the assigned 401(k) plans to see if we can help them adjust their existing retirement plan allocation or meet any of their other financial goals.
Build and work a pipeline of companies nationwide that are candidates for a 401(k)-fee review

Day-to-day, you'll:

Own the full sales cycle: prospecting, first conversations, fee review/audit, proposal, close, and handoff to plan design and onboarding
Travel to the offices of existing 401(k) plans.
Build and maintain notes/tasks for existing clients as well as a pipeline of prospective clients in the CRM.
Collaborate with the advisory and plan design team to make sure what's proposed is deliverable
Proactively reach out to 401(k) plan participants and existing clients to schedule meetings.

Who This Is For

You have experience selling into small and mid-sized businesses nationwide, ideally in retirement plans, group benefits, payroll, or a related B2B financial/insurance space. You're comfortable being the face of the company in a room full of strangers and can turn a conference conversation into a real opportunity.

As a person, you:

Are a natural relationship builder who can earn trust with business owners and decision-makers across industries
Are comfortable with a consultative sale. This isn't a hard close; it's "let us show you the math and build a long-term relationship”
Thrive with autonomy
Are organized and disciplined about the pipeline and follow-up
Comfortable with rejection during a sales process without being discouraged.
Extremely hard-working
Communicate clearly
Are comfortable with travel and representing the alooola brand in person
Ethical and honest

Nice-to-Haves

Experience selling retirement plans (401(k)/403(b)), PEO, payroll, or group benefits
Existing relationships with CPAs, benefits consultants, or attorneys
Experience or familiarity with medical or other professional practices
Series 65 or willingness to obtain relevant licensing
Experience working in a regulated industry (RIA, broker-dealer, insurance)
Familiarity with Redtail CRM

How We Work

Primarily in person at our office in Kingston, NJ, with roughly 20% travel
Informal, high-trust communication. You'll flag blockers and share wins as they happen

Compensation Structure:

$60K base salary
$15K annual bonus (based on client outreach, retention, and other pre-stated metrics)
Additional Bonus based on the AUM of existing clients being serviced and new assets brought in by you personally.
Year 1 on-target earnings expected to be $77K-$85K

Who Should Apply

This role is for you if you like being the person who walks into a room, builds trust fast, and closes business, and if you want to help a growing fintech-backed advisory firm.

How to Apply

Submit your application and resume.

No phone calls or status inquiries, please.

alooola is an equal opportunity employer.

Quick Apply

Refine Your Search

asset backed jobs in princeton, nj

Client Relationship Manager

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Finance Operate - Regulatory Reporting & Fund Accounting Implementation Manager

Regional Sales Manager

Project Manager II

Outreach Consultant

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IEEE Foundation- Executive Director

Design / Frontend Engineer - NYC

Senior Vice President, Head of Private Credit & Co-Head of Alternatives

Director, Operations Finance

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Senior Compliance Consultant – Money Transmitter & Payments (Remote)

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