alooola®
The Client Relationship Manager at alooola will service an existing client base while pursuing new business development, primarily for corporate retirement plans (401(k)s). This role involves owning the full sales cycle, from prospecting and fee reviews to closing and onboarding, while building and maintaining a pipeline of prospective clients. The position requires travel to client offices and collaboration with advisory teams to deliver tailored financial solutions.
Welcome to the new wave of financial advising. At alooola®, you get the best of both worlds: a knowledgeable team of human advisors and cutting-edge technology. We help members achieve long-term wealth growth. alooola® is an SEC Registered Investment Adviser.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for alooola®.
14% above the average for this role