Established in 2004, ALLSTARSIT was founded with a clear vision: to enhance the landscape of global IT employment by bridging the gap between companies and skilled professionals. The core belief was that assembling a team shouldn't be hindered by geographical constraints. Fast forward to the present day, ALLSTARSIT stands as an international outstaffing service provider committed to change the way businesses recruit, compensate, and oversee top talent worldwide.
With operational hubs scattered across Europe, Asia, and LATAM, and its headquarters situated in San Francisco, US, the company boasts a workforce of over 1,000 adept professionals. Spanning across more than 20 countries, ALLSTARSIT offers a diverse range of skilled employees across various verticals, including AI, cybersecurity, healthcare, fintech, telecom, media, and so on.
Our client is a privately held company headquartered in Toronto, Canada, and a leader in enterprise wealth management solutions for the Canadian market. Founded in 1991, our client has over 100 employees and serves 15 leading financial services organizations, representing more than 17,000 financial advisors on its platform. Our client provides a comprehensive wealth management solution for financial advisors across the credit union, banking, insurance, and investment dealer sectors.
Must Have
- Proven experience in client management and sales, with a demonstrated track record of meeting or exceeding sales targets.
- Strong written and verbal communication skills.
- Positive, client-focused, and service-oriented personality.
- Strong business knowledge of wealth management systems and mutual fund trading.
- Minimum 5 years of direct experience in the wealth management industry, with strong familiarity with financial advisory platforms, investment products, and regulatory frameworks.
- An established network of senior-level contacts within the Mexican wealth management industry, including banks, brokerages, casas de bolsa, investment dealers, or insurance companies.
- Profound understanding of the Mexican financial services market, including the regulatory environment (CNBV), local competitors, and client expectations.
- Ability to thrive in a fast-paced, results-oriented environment.
- Comfortable working independently with a high degree of autonomy in a local market.
- Passion for excellence and delivering exceptional client outcomes.
- Strong consultative selling skills.
- Effective persuasion and negotiation skills.
- Strong collaboration skills, with the ability to bring in appropriate sales and solution resources to engage clients while knowing when to lead and when to empower others.
- Proactive and motivated approach to identifying new opportunities and expanding client relationships.
- Fluent in both Spanish and English — mandatory.
- Serve as the primary point of contact for all client-related concerns, needs, and opportunities.
- Build and strengthen client relationships to establish long-term strategic partnerships.
- Work closely with Sales and other internal teams to develop strategic account plans and ensure KPIs are achieved.
- Apply effective sales techniques, processes, and methodologies to manage accounts and identify upselling opportunities.
- Actively promote and sell additional services and modules to existing clients.
- Develop a comprehensive understanding of our client's products and service offerings to effectively upsell and cross-sell.
- Maintain accurate and up-to-date client records, including contract changes, renewals, and account information.
- Analyze customer data and feedback to identify opportunities to improve the client experience.
- Maintain a detailed understanding of products and services, respond to customer questions, and recommend solutions that best meet their needs.
- Ensure visibility into program performance and customer health, both internally and across customer teams.
- Leverage established relationships with senior executives at wealth management institutions in Mexico to accelerate client engagement and build trust.
- Act as the primary local representative of our client in the Mexican market, supporting regional marketing events, executive roundtables, and industry initiatives.
- Build and nurture relationships with local industry partners, influencers, and key stakeholders within the Mexican wealth management ecosystem.
- Identify and pursue new business opportunities while expanding relationships with existing clients.
