Business Development Representative (BDR)

Department: Sales Manager: Manager–Business Development Job Category: Individual Contributor Classification: Non-exempt Position Type: Pre-Sales Position Summary: Reporting to the Manager – Business Development, the Business Development Representative (BDR) is an amazing opportunity to join one of the fastest growing companies in technology sales to Financial Services firms. The BDR will generate new business opportunities by following proven processes to prospect into assigned business accounts. The BDR will be trained on how to develop business opportunities over the telephone by leveraging marketing and advertising campaigns and proven methodologies. The BDR will conduct...

Enterprise (ePACS) Support Representative

Location: Las Vegas, Los Angeles, Des Moines, Baltimore Job Category: Individual Contributor Department: Client Services Classification: Non Exempt and Exempt Reports to: Director, ePACS Support Position Type: Full Time Position Summary The Enterprise Support Manager will supervise a select few enterprise accounts as the primary contact/relationship manager for support, service, upgrades, etc. They will also track the progress of support cases, collaborate with technical support engineers to set priorities, and provide progress updates to customers. They will also provide sales support and guidance, as necessary. This is not a technical role, however, knowledge of, experience with, and...
Docupace Closes $16.5 Million in Funding

Docupace Closes $16.5 Million in Funding

Financial Tech Firm Secured Equity Investments from Palisades Growth Capital and TVC Capital to Fund Growth Trajectory LOS ANGELES – (June 1, 2016) – Docupace Technologies LLC, a leading financial tech, digital compliance and cyber security company, announced that it has raised $16.5 million in capital from Palisades Growth Capital and TVC Capital. The funds will be used to fuel the company’s long-term growth plans. Paul D’Addario from Palisades Growth Capital and Jeb Spencer from TVC Capital will join the Board of Directors of Docupace. The financing will assist Docupace in implementing the company’s core cyber-secure, paperless and compliant Straight-Through Processing for financial...
Maher Financial Group

Maher Financial Group

Maher Financial Group Zarefa Marini is an Administrative Assistant supporting James P. Maher, JD, CSSC, of Maher Financial Group in Farmington Hills, Michigan. As a member of a team of two, Zarefa is responsible for opening all new accounts, transferring accounts, and making sure all paperwork in the client folder is processed. Zarefa and James became familiar with Docupace when they decided to transfer Broker-Dealers to Concorde Investment. THE NEED Zarefa Marini had been working with a disjointed process for years, similar to most others in her role. After being handed a client folder, Zarefa would enter the information into their system, scan the documents, and then upload all the...
Concorde

Concorde

Concorde Robin Edgar, an independent financial advisor with Concorde Investment Services, LLC, has been a licensed financial advisor for over twenty-six years. In 2013, she made a significant change to her practice. She sold eighty percent of her book and let her administrative staff go. The change allowed her to focus entirely on the top twenty percent of her clients and enabled her to move her practice from Iowa to Minneapolis where she could be closer with her children and grandchildren. The change also required that she take on some additional tasks including document management and processing. As an industry veteran with 20/20 hindsight, Robin has seen the hurdles the industry has...

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