3 дня назад
Strategic Account Manager (Wealth-Tech)
130 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Strategic Account Manager (Wealth-Tech): Supporting WealthTech, Custodian, and TAMP client partnerships by executing business plans, placing products on partner platforms, and enabling field sales with an accent on RIA marketplace growth, Custom Model and SMA products, and client engagement. Focus on negotiating business contracts, coordinating partner strategies and events, translating technical platform information into business advice, and driving advisor education and product adoption.
Location: New York, New York; hybrid schedule with at least four full days per week in an office
Salary: $130,000–$150,000 base per year, plus incentive pay
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Support strategic relationships with WealthTech, Custodian, and TAMP client partners as part of a Client Engagement team.
- Help develop and execute business, event, and engagement strategies for FinTech partnerships.
- Support the placement of products, including Custom Model and SMA products, on client partner platforms.
- Train field sales teams on the FinTech ecosystem, partner platforms, and their impact on sales growth in the RIA marketplace.
- Represent at industry and client events and support advisor education.
- Negotiate business contracts and financial terms, and provide timely data to identify sales opportunities.
Requirements
- Specialized depth or breadth of experience in financial services, financial sales, or strategic accounts.
- Strong knowledge of the RIA marketplace and technology platforms serving advisors.
- Ability to work independently, exercise significant initiative and judgment, and solve complex problems.
- Ability to translate technical FinTech and Custodian platform information into practical business context and advice.
- Experience interpreting business challenges and recommending improvements to products, processes, or services.
- Strong communication, negotiation, and stakeholder management skills.
Culture & Benefits
- Hybrid workplace model centered on regular collaboration in the office.
- Flexible paid time off.
- 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
- Health and wellbeing benefits.
- Parental leave benefits and an employee stock purchase plan.
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