Who we are

M1 is a personal finance platform made for the modern era, uniting individual perspective with automated ease. Hundreds of thousands of investors take control of their long-term wealth with M1 and have already trusted us with over $6 billion of assets. As the Finance Super App™, we empower financial well-being with all the tools to invest, borrow, and spend: low-cost borrowing, high interest checking, and high cash back Visa® debit and credit card rewards. 

We believe that financial well-being is fundamental to overall well-being and strive to deliver products that are simpler, smarter, and stronger than those created by our competitors. We’ve been named a top app for investors including 2022 Best for Low Costs and Best for Sophisticated Investors by Investopedia. 

As a fast-growing fintech company, we’re looking for talented and smart individuals who are excited about rethinking what’s possible with personal finance, invested in their personal and professional growth, and take ownership of the work they want to do – all while helping others create something meaningful and sustainable for their futures. Our award-winning workplace culture has been recognized by Inc. (Best Workplaces 2022), Built In Chicago (2022 and 2023 Best Places to Work in Chicago), CB Insights (Top Fintech Companies of 2021), and the Chicago Tribune (2021 Top Workplace). 

We mean it when we say, “M1 is yours to build.” 

If this sounds interesting to you, read on!

What we’re looking for

The Client Development Associate will assist in growing the M1 client base with a focus on increasing assets under management. This will be accomplished by engaging with our existing client base through proactive outbound communication and providing excellent service and support to M1 existing clients. Overall, we are looking for a compassionate individual that will go above and beyond in improving our client experience with a committed focus on the growth of the client base and assets.

What you’ll do:

Assist in various day to day tasks of the client development team that includes but not limited to.

• Proactively make a high volume of outbound sales calls to existing clients to better familiarize them with the functionality of M1’s services.
• Assist and lead one on one product walkthroughs with client
• Campaign management, including prospecting and calling on existing clients.
• Assist in the planning and ideation of various ongoing client webinars and campaigns
• Ensuring (Salesforce) CRM system is up to date and activities are accurately documented.
• Collecting qualitative data to better assist product and marketing channels

Qualifications

• Long term interest in sales or marketing
• Excellent written and verbal skills
• Keen interest in the financial services industry
• Ability to take direct ownership of client needs and projects
• Strong work ethic, ability to manage competing priorities and problem-solving skills
• Current FINRA Series 7 and 63 or 66 licenses preferred (Must obtain licenses within 3 months of joining firm)
• 1-3 years of experience in sales or customer service is preferred.

Ideally, we are looking for a highly organized, entrepreneurial individual to join our team. What we care about most is hiring someone who will take direct ownership of their job function and will put in whatever effort it takes to get the job done.

M1’s Commitment to Diversity

M1 is proud to be an equal opportunity employer. We celebrate different experiences and we’re committed to diversity, equity, and inclusion (DEI) at all levels of the company. Women, minorities, veterans, members of the LGBTQIA+ community, and individuals with disabilities are strongly encouraged to apply. With our three DEI task forces (internal education, recruiting, and community involvement) and five Employee Resource Groups (Mental Health, Pride, Black, Latinx, and Women at M1), M1 employees and leaders set aside company time to tackle DEI projects and achieve goals every quarter.

Our Values

Our team embodies our ten core principles and if these principles speak to you – we’d love to talk with you.

• Mission Driven: Life short – everyone should spend their waking hours on something they find meaningful. We believe improving people’s financial wellness improves lives. It’s a vital and worthy cause.  
• Extreme Ownership: We think and act like owners. That means we’re responsible for the results to our clients, coworkers, and M1 shareholders. Our focus is on building long-term value, not scoring short-term marks. 
• Boldness: We want to do things of consequence. Make a difference. Put a dent in the universe. Thinking big inspires results. We’d rather fail at something meaningful than succeed at something trivial.  
• Bias for Action: Results lag prior efforts – we can’t hope or wait for results. Instead, we believe a good process leads to good outcomes and persistent progress leads to compounding.
• Economical: We strive to do more with less. We’ll always be limited in time, money, and energy, especially compared to our ambitions. We must use our limited resources on what matters and regard constraints as motivators.  
• Transparency: Context and accurate information are the foundation of strong decision making. We share information openly, honestly, deliberately and broadly.
• Team-oriented: People at M1 may play different roles, but we’re all on the same team. Together, we can achieve more. We maintain a low ego, make everyone feel welcome, trust one another, and seek out and respect different perspectives.
• Challenged, But Not Overwhelmed: We are curious people who always want to grow. We support growth through high standards, clearly defined responsibilities, and broad autonomy, with help when needed.  
• Effectiveness: We care about performance and results, not specific methods. Different problems may require creative brilliance or a simple idea; grinding hard work or casual effort; or disciplined process versus scrappy implementation. Effective people do what’s needed to get the right things done and deliver intended results.
• Integrity: We do the right thing. When we make mistakes, we own and correct them. We’d be proud if our actions are shared with our family, friends, and strangers. Everyone can count on us to act according to our values. This trust must never be broken.

Our Perks

• Competitive Pay and Stock Options
• Comprehensive health, dental, vision, disability, and life insurance
• Retirement benefit with employer match
• Unlimited PTO
• $500 to spend on home office equipment while working from home
• Stylish M1 swag
• Socially distant team outings, celebrations, and events
• Transparent and open communication with leadership
• Office in the Loop with a Game Room and Gym
• Access to employee workshops and training about financial literacy, empathy and mental health, professional development, and more
• Free subscription to Insight Timer, the world’s #1 meditation app for sleep, stress, and anxiety