About Syntax Data
Syntax Data is rapidly becoming a recognized leader in the explosive direct indexing segment of investment management. Direct indexing is pushing the boundaries of passive investment, allowing financial intermediaries to provide their clients with low-cost, highly customized, tax-efficient and fully transparent investment solutions. Through Syntax Direct, the most advanced platform of its kind on the market today, wealth managers have access to an advanced tool to create highly customized, institutional-quality indexes at scale to better serve the needs of an increasingly demanding and diverse client base.
About the Role
We are seeking a self-motivated and results-driven candidate to help build out the company’s sales initiatives and expand through the RIA and FA markets. Candidates will share in incoming leads derived from joint marketing initiatives with major industry players and direct inbound sales inquiries. As the first line of contact, candidates are expected to have a basic understanding of the RIA and FA markets and knowledge of pain points within various tech stacks.
Responsibilities will include:
The ideal candidate will have:
Preferred skills:
Syntax is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.
Learn more at syntaxdata.com
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