Deliver consistent, high-quality service to HNWI clients worldwide, building and nurturing trusted relationships through exceptional account management.
Drive KPIs across revenue, trading volume, and assets on platform through rigorous, data-driven analysis and proactive strategy execution.
Partner with product, marketing, and client service teams to champion new efforts that drive private client growth and loyalty.
Kraken is committed to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. It is a fully remote company with Krakenites in 70+ countries who speak over 50 languages and is committed to industry-leading security, crypto education, and world-class client support.
Drive new business growth across financial institutions.
Build and manage a strong pipeline of potential prospects.
Represent Addition Wealth at industry events and meetings.
Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.
Originate, onboard and maintain institutional and retail relationships in the APAC region.
Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers.
Monitor customers portfolio and provide timely update to clients as appropriate.
Xapo Bank aims to provide economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 employees working remotely from 30+ countries.
Own and grow critical relationships with fiat on-ramp and swap providers.
Monitor metrics and identify regional trends to suggest growth opportunities.
Partner with product and engineering to prioritize feature requests.
Trust Wallet is the leading non-custodial cryptocurrency wallet, trusted by over 200 million people worldwide to securely manage and grow their digital assets. They aim to be a trusted personal companion, helping users safely navigate Web3, the on-chain economy, and the emerging AI-powered future.
Drive measurable client outcomes and accountability for ROI across your portfolio.
Deliver consistent revenue growth by managing net revenue retention and expansion.
Provide expert fraud and compliance advisory, speaking the language of ACH fraud and transaction monitoring.
Sardine is a leader in fraud prevention and AML compliance, using device intelligence, behavior biometrics, machine learning, and AI to stop fraud. With hubs in the Bay Area, NYC, Austin, Toronto, and São Paulo, they have a remote-first work culture and value performance over hours worked.
Call high-net-worth leads, qualifying and scheduling face-to-face appointments.
Meet with prospective clients with the goal of gathering new clients and assets for our firm.
Focus totally on acquisition and sell to high net worth individuals.
Fisher Investments Luxembourg distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. They align with clients' priorities by using a simple and transparent fee structure and recognised European custodians.
Call high-net-worth leads to qualify and schedule face-to-face appointments.
Meet with prospective clients to gather new clients and assets for the firm.
Focus on acquisition and direct consultative selling to close business.
Fisher Investments is a global investment management firm. They distinguish themselves by putting clients first, providing unmatched service, and taking a personalised approach to investing.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Nurture opportunities, building and maintaining strong relationships with all key stakeholders to ensure long-term
Manage complete and complex sales-cycles, taking a consultative and detailed approach to presenting the full platform features to often presenting to C-Suite key decision making executives
Create proposals and assist with RFP responses, coordinate deal negotiation, arrange on-site visits to close deals and hand-over projects to the delivery team
Mambu is a leading SaaS cloud banking platform that is on a mission to make banking better for a billion people. They offer exciting career opportunities and help shape the future of financial services.
Own the business relationship with clients, building strong, multi-threaded partnerships across key stakeholders
Drive renewals and identify opportunities to upsell and expand existing accounts
Clearly communicate Reachdesk’s value proposition, platform capabilities, and competitive advantages in a way that resonates with client goals
Reachdesk is a leading global B2B gifting and swag platform, helping companies create meaningful connections with prospects, customers, and employees—while driving measurable ROI. Trusted by many of the most recognized names in the technology and SaaS space, they are backed by a world-class team with hubs in New York, London, and Lisbon.
Develop and execute a comprehensive customer success strategy that aligns with the company's overall business objectives.
Lead the Customer Success department and technical support teams
Drive customer retention and growth while ensuring a seamless and positive customer experience.
Xapo Bank is committed to changing the way things are done within the financial sector. They are a fully distributed team of over 130 employees working remotely from 30+ countries around the world, striving to provide economic freedom and wealth protection globally.