Aidan Murphy
About Aidan Murphy
Aidan Murphy is a Client Manager at Zoe Financial in Manhattan, New York, where he specializes in client re-engagement and prospecting new clients. He has a background in various roles, including positions at TF Cornerstone, Fidelity Investments, and Onward Reserve, and holds a Bachelor's degree in Marketing from Elon University.
Work at Zoe Financial
Aidan Murphy currently serves as a Client Manager at Zoe Financial, a position he has held since 2024. In this role, he is responsible for managing the full sales cycle and specializes in client re-engagement and prospecting new clients. He makes between 100 to 200 calls daily as part of the sales process. Aidan works closely with fiduciary advisors to maintain and enhance client relationships. He has also participated in an intensive sales training program at the company, which has equipped him with essential skills for his role.
Previous Experience
Before joining Zoe Financial, Aidan Murphy gained diverse experience in various roles. He worked as a Leasing Assistant at TF Cornerstone for two months in 2024. Prior to that, he held a position as a Wealth Management Intern at Fidelity Investments in 2022. Aidan also worked at Onward Reserve in multiple capacities, including Sales Specialist and Senior Intern, and served as a Food Server at Topgolf. His experience also includes a role as a Golf Course Assistant at Stoney Creek Golf Course.
Education and Expertise
Aidan Murphy earned a Bachelor's degree in Marketing from Elon University, where he studied from 2019 to 2023. He also completed his high school education at The Lovett School, graduating in 2019. His academic background has provided him with a solid foundation in marketing principles, which he applies in his current role. Aidan is proficient in using client management tools such as HubSpot and Heymarket, enhancing his ability to manage client relationships effectively.
Sales Skills and Responsibilities
In his role as Client Manager at Zoe Financial, Aidan Murphy is involved in various sales activities. He handles the full sales cycle, which includes prospecting new clients and re-engaging existing ones. His daily responsibilities involve making a significant number of calls to clients and potential clients, showcasing his commitment to driving sales and maintaining strong client relationships. Aidan's focus on client engagement is a key aspect of his role.