Client Relations Executive - Investment Portfolio

CENTRL

Remote regions

US

Benefits

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Responsibilities:

  • Maintain and grow a portfolio of investment market clients.
  • Drive adoption, retention, and expansion of the CENTRL product suite.
  • Work with sales, operations, and marketing teams.

What We're Looking For:

  • 7+ years of client relationship management with investment industry experience.
  • Experience managing high-value client relationships.
  • Ability to develop new relationships.

CENTRL

CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.

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