Enterprise Coverage and Client Management Associate/AVP (Fintech)

TL;DR

Enterprise Coverage and Client Management Associate/AVP (Fintech): Managing and deepening existing Enterprise Wealth relationships within the IBD channel with an accent on the delivery of alternative and structured investment solutions. Focus on driving the adoption of enterprise technology platforms and ensuring high-quality client execution.

Location: New York, NY (Hybrid: 3-4 days in office)

Salary: $85,000 – $135,000

Company

Fintech platform providing technology and investment solutions for the wealth management channel.

What you will do

• Support the development and deepening of existing relationships with wealth managers.
• Drive enterprise adoption of the company's technology platform and infrastructure as a technical expert.
• Manage day-to-day engagement with Enterprise Wealth clients to ensure highest-level execution.
• Collaborate with Client Management associates on tactical and strategic initiatives regarding client penetration.

Requirements

• 2-7+ years of experience in a technical relationship management capacity.
• Must be based in New York, NY for hybrid work.
• Knowledge of alternatives and/or structured investments (preferred).
• Experience with SaaS offerings and wealth tech platforms (preferred).
• Series 7 and 63 licenses (preferred).

Culture & Benefits

• Competitive compensation including equity for all full-time employees and annual performance bonuses.
• Comprehensive health benefits with employer-paid dental, vision, and mental health counseling.
• Employer-matched retirement plan.
• Unlimited paid time off (PTO).
• Parental leave.