Talent.com
Tardus Investor Specialist

Tardus Investor Specialist

Scale IRSarasota, Florida, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters.remote
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Title : Tardus Investor Specialist

Location : Hybrid or Remote with occasional travel for Tardus-related events

About the Role

The Tardus Investor Specialist is a dual-focused role responsible for acquiring new Tardus investors and deepening engagement with current investors in the Tardus community. This individual will own the investor journey end-to-end from discovery through funding while also playing a key role in reinvestment, retention, and growth.

Success in this position requires becoming a subject matter expert on the Tardus offering and actively participating in the Tardus investor ecosystem, both as an educator and as a trusted relationship manager.

Key Responsibilities

New Investor Acquisition

  • Act as the primary point of contact for all new Tardus investor leads.
  • Conduct discovery calls to align investor goals with Tardus offerings.
  • Clearly explain mechanics, benefits, and expectations of investing through Tardus.

Full-Cycle Relationship Ownership

  • Manage the complete investor journey from first contact through funding.
  • Partner with the IRC team to ensure timely and accurate documentation and funding.
  • Maintain active engagement with funded investors to identify reinvestment opportunities.
  • Tardus Community Engagement

  • Participate in Tardus webinars, calls, and events as a subject matter expert.
  • Monitor community discussions and respond to investor questions and feedback.
  • Represent BeQuest within the Tardus ecosystem as a trusted product advocate.
  • CRM & Relationship Growth

  • Maintain accurate CRM records, including investor notes, reinvestment signals, and follow-up tasks.
  • Track maturity windows and investor signals to time reinvestment conversations.
  • Deliver personalized outreach, leveraging CRM playbooks where appropriate.
  • Internal Collaboration

  • Partner with Farmers to transition Tardus investors into additional BeQuest products.
  • Collaborate with Marketing and the Tardus partnership team to align messaging.
  • Coordinate with IRC to ensure smooth handoffs and consistent service delivery.
  • Share investor insights and community feedback with leadership to inform strategy.
  • Ideal Candidate Profile

    The ideal Tardus Investor Specialist is a confident communicator and community builder who thrives on educating investors and guiding them toward long-term success. They bring experience in both new business development and relationship growth, combined with curiosity and dedication to mastering the Tardus product.

    Key Attributes

  • Passionate about financial empowerment and investor education
  • Strong organizational skills and CRM proficiency
  • Skilled at presenting in webinars, live calls, and community forums
  • Trustworthy, detail-oriented, and product-savvy
  • Collaborative team player who thrives in a cross-functional environment
  • Why Join BeQuest?

    As a Tardus Investor Specialist, you'll be at the intersection of investor education, community engagement, and relationship growth. You'll play a direct role in shaping investor success while representing BeQuest within one of its most dynamic investor ecosystems.

    serp_jobs.job_alerts.create_a_job

    Investor Specialist • Sarasota, Florida, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Investment Executive (Financial Advisor) Bradenton / Sarasota, FL

    Investment Executive (Financial Advisor) Bradenton / Sarasota, FL

    Fifth Third BankBradenton, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationNorth Port, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Treasury Management Specialist

    Treasury Management Specialist

    Climate First BankSt. Petersburg, FL, United States
    serp_jobs.job_card.full_time
    As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to po...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Executive (Financial Advisor) Southwest, FL

    Investment Executive (Financial Advisor) Southwest, FL

    Fifth Third BankSt. Petersburg, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Inbound Retention Specialist

    Inbound Retention Specialist

    VirtualVocationsSaint Petersburg, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an Inbound Retention Specialist in Sales for a remote position in the Eastern Region of the United States. Key Responsibilities Provide exceptional customer support to str...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel On Call - CT Technologist

    Travel On Call - CT Technologist

    MSSILakewood Ranch, FL, US
    serp_jobs.job_card.full_time
    MSSI is seeking a travel CT Technologist for a travel job in Lakewood Ranch, Florida.Job Description & Requirements.Pay package is based on 8 hour shifts and 40 hours per week (subject to confi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationNorth Port, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationNorth Port, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationNorth Port, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    OneEthos

    OneEthos

    Climate First BankSt. Petersburg, FL, United States
    serp_jobs.job_card.full_time
    We are changing FINANCE to finance CHANGE!.As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Temporary Contract Analyst

    Temporary Contract Analyst

    VirtualVocationsSaint Petersburg, Florida, United States
    serp_jobs.job_card.temporary
    A company is looking for a Temporary Contract Analyst (Commissions).Key Responsibilities Manage payout calculations for assigned commissioned roles Support calculations for additional roles as r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    CSR / Teller - Sarasota, FL - Part-Time

    CSR / Teller - Sarasota, FL - Part-Time

    Fifth Third BankSarasota, FL, United States
    serp_jobs.job_card.part_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION : Provide exce...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Venture Capital Associate

    Venture Capital Associate

    VirtualVocationsSaint Petersburg, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for a Venture Capital Associate who will be responsible for sourcing investment opportunities and facilitating investment processes. Key Responsibilities Source opportunities ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationNorth Port, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investor Services Consultant

    Investor Services Consultant

    VirtualVocationsSaint Petersburg, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an Investor Services Consultant.Key Responsibilities Coordinate investor onboarding processes and maintain accurate records in client systems Manage ongoing account acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationNorth Port, Florida
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    AR Follow Up Specialist

    AR Follow Up Specialist

    VirtualVocationsSaint Petersburg, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an AR Follow Up Specialist to manage aged and unresolved claims with insurance carriers.Key Responsibilities Follow up on unresolved claims and check claim status with in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tech Support Specialist

    Tech Support Specialist

    OptumRUSKIN, Florida, United States
    serp_jobs.job_card.full_time +1
    Type === 'InputTextArea') ? 'block__field full-width' : ($data.Type === 'InputRichText' || $data.Int') ? 'block__field wide-rich-text' : 'block__field edit'}" id="descriptionExt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30