Source Job

• Cultivate long-term relationships with clients, connecting with key executives and end-users.
• Develop a deep understanding of client goals, business requirements, and industry challenges.
• Provide strategic oversight during the entire client journey, including implementation, adoption, and renewal.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

• You will lead business development efforts targeting the buy-side investment community, driving revenue growth.
• Responsible for managing a high-performing sales pipeline and building strong relationships with hedge funds, mutual funds, and private equity clients.
• Engage directly with clients through calls, presentations, and meetings, while mentoring your team to achieve aggressive sales targets.

This position is posted by Jobgether on behalf of a partner company, they use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly.

• Lead business development efforts targeting hedge funds, mutual funds, and private equity clients.
• Manage a dynamic sales pipeline and build senior-level client relationships.
• Contribute to the development of innovative products that address evolving market needs.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Acquire and develop trust relationships with major clients.
• Expand relationships with existing customers through communication and understanding of their needs.
• Analyze user behavior and provide optimal customer service solutions.

Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Focus on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple.
• Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually.
• Evolve systems, processes, and culture in Wealth Management, creating an innovative, world-class client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money through smart technology.

• Leverage established custodian referral channel network to increase market share and grow the firm's book of business.
• Develop and maintain prospective client relationships through high-touch, white glove service.
• Own the full sales cycle from lead generation through closed business.

Focus Partners Wealth is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients.

• Drive go-to-market strategy for asset, wealth management, and financial settlement products.
• Build clear, differentiated messaging and positioning for sophisticated institutional and wealth audiences.
• Lead cross-functional GTM initiatives in partnership with Product, Sales, Marketing, and Business Leads.

Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. They are a diverse team of more than 600 members, united in building the future of finance by providing the foundation upon which value moves safely in the new global economy.

• Achieve assigned sales targets and manage multiple accounts.
• Prospect within existing account territory to identify and qualify new opportunities.
• Consult with bank & credit union clients on business issues and marketing program design.

Vericast is the financial institution (FI) performance partner that helps banks and credit unions drive growth, improve efficiency, increase engagement and navigate change.

• Identify and engage potential banking clients, managing the end-to-end sales process
• Build and maintain strong, long-term relationships with enterprise executives, product teams, and technical stakeholders
• Act as a trusted advisor to key stakeholders, helping them achieve strategic goals

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Build and develop long-term relationships with Senior Leaders. Manage existing relationships to growth by upselling and cross-selling new services and solutions. Lead strategic opportunities to achieve account plans and regional financial goals.

Clarivate is a global leader in trusted and transformative intelligence bringing together data, insights, analytics and workflow solutions.

Lead Alpaca’s expansion across professional and institutional trading segments. Build and scale Alpaca’s institutional revenue base. Drive adoption of our API brokerage, clearing, and global multi-asset infrastructure.

Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.

• Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
• Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
• Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

Manage key accounts from onboarding through renewal. Build strong relationships with decision-makers and stakeholders. Spot opportunities to grow accounts through cross-selling and upselling.

Morgan Advanced Materials makes high-performance thermal products that help industries run cleaner, safer, and more efficiently.

• Lead and manage a team of Sr Enterprise Account Executives, providing guidance, support, and mentorship
• Develop and execute sales strategies to drive new business acquisition and expand existing customer relationships within the Financial Services industry.
• Drive team performance and productivity, ensuring sales targets and objectives are met and exceeded

Neo4j is the leader in Graph Database & Analytics, helping organizations uncover hidden patterns and relationships across billions of data connections deeply, easily, and quickly. Over 84% of Fortune 100 companies use Neo4j, along with a vibrant community of 250,000+ developers, data scientists, and architects across the globe. They foster collaboration and each of us is empowered to contribute and put their innovative stamp on projects.