Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Leading and coordinating resources for client-facing business reviews and internal account planning sessions.
Partner with Industry Executives to identify and drive adoption of new product opportunities.
Review usage gaps and expansion opportunities in support of customer retention and expansion initiatives.
TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. They strive to build an environment where their associates are in the driver’s seat of their professional development— while having access to help along the way.
Assess and implement AI initiatives across investment, operational, and business functions for hedge funds, private equity, and family offices.
Identify opportunities for AI-driven workflow automation, research enhancement, and operational efficiency.
Develop AI strategy, governance frameworks, and implementation roadmaps while partnering with leadership teams.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The firm has a team of former COOs, CFOs, and CCOs from alternative investment firms, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors.
Own strategic enterprise relationships with institutional PE firms managing $15B+ in AUM, selling the full Juniper Square platform.
Build and maintain a focused pipeline using account-based strategies and self-source senior relationships at target accounts.
Lead high-stakes meetings with senior executives, navigate complex buying processes, and position AI capabilities as a competitive advantage.
Juniper Square is the Operations Partner for private markets, unifying technology, data, and fund administration into a single platform trusted by 2,300+ GPs. With over 1,000 employees and backed by $350M+ funding, the company is founder-led and focused on ambitious, meaningful work with transparency and collaboration.
Create new business opportunities and build relationships with financial institutions.
Manage named accounts and develop account plans for winning and expanding business.
Forecast accurately and manage complex sales campaigns from introduction to closure.
SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut. They have 27,000+ employees in 35 countries, serving 20,000 organizations from large enterprises to small and mid-market firms.
Lead high-impact strategic initiatives and financial models to support senior leadership decisions.
Conduct rigorous analysis of market trends, competitors, and customer behavior to inform strategy.
Develop strategic roadmaps and prepare board-level materials that distill complex analysis into clear narratives.
Underdog makes sports more fun by building products across fantasy sports, sports betting, and prediction markets. The company is valued at $1.3B and fosters a culture that values caring, pushing, and performing.
Manage the full lifecycle of fintech strategic partnerships, including onboarding, monitoring, and offboarding.
Serve as liaison between external partners and internal teams, coordinating meetings and tracking deliverables.
Develop partnership metrics and reporting, communicating project timelines to stakeholders.
Lead is a fintech building banking infrastructure for embedded financial products and services, operating an FDIC-insured bank. With offices in Kansas City, San Francisco, Sunnyvale, and New York City, the company blends regulatory and technological expertise to help fintech partners scale with compliance and creativity.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Lead AI enablement programs helping clients adopt AI tools and workflows.
Facilitate workshops, training sessions, office hours, and hands-on demonstrations for business users and leaders.
Partner with technical teams to translate technical capabilities into practical business outcomes.
Nimble Gravity helps organizations turn data, AI, and technology into measurable business results. They work with banks, insurance companies, and other financial institutions to move AI from experimentation into production, and are an Equal Opportunity Employer.
Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.
Build and maintain strategic relationships with field distribution teams.
Network extensively across the financial services landscape to identify new distribution opportunities.
Deliver compelling presentations of Vestmark's value proposition to field distribution audiences.
Vestmark is an equal opportunity employer committed to creating an inclusive environment. They take a market-based approach to compensation and offer equity-based grants for all new hires and company-paid medical premiums of 90%.
Develop and execute a strategic territory plan targeting large banking institutions.
Become an expert in our product offerings and industry solutions, delivering compelling demos.
Lead complex sales cycles with a solution-based approach, employing strategic selling tactics.
Neo4j is the graph intelligence platform that transforms data into knowledge to power the next generation of intelligent applications and AI systems. It has an unmatched ecosystem trusted by 84 of the Fortune 100 and is supported by the world’s largest graph community.
Work directly with founders to define and manage products for financial services.
Deeply understand customer needs and define product strategy and roadmap.
Assemble and grow the product team, working cross-functionally to build and scale products.
Stitch is a payments infrastructure company that connects enterprise businesses to the financial system for better customer experiences. They are expanding their team to broaden product offerings and geographical footprint, fostering a culture of ownership and distributed work.
Architect and ensure delivery of initiatives that drive business outcomes and maximize client success.
Guide the design of scalable program governance, delivery, and measurement approaches.
Represent Gainsight as an executive sponsor in customer forums, influencing decisions and building advocacy.
Gainsight is the AI-powered retention engine behind the world’s most customer-centric companies. The Gainsight CustomerOS platform orchestrates the customer journey from onboarding to outcomes to advocacy.
Lead partner management for consumer relationships and grow the partnership program.
Develop a dynamic partnership planning, tracking, and reporting framework to keep partners engaged.
Develop in-depth co-marketing proposals that drive value for the company.
BHG Financial provides innovative financial solutions to accomplished professionals, small businesses, and institutions through community banks. The company has an award-winning culture centered around productivity and employee development, with a strong emphasis on work/life balance and growth opportunities.
Drive financial excellence by coordinating between Finance and Wellbeing leadership to enhance operational efficiency and oversee financial planning.
Lead strategic initiatives by tracking unit cost metrics, identifying cost drivers, and managing performance improvement investments.
Support business development through financial modeling for RFPs, renewals, and client proposals, and optimize vendor relationships.
Personify Health created the first personalized health platform, combining health plan administration, wellbeing solutions, and care navigation. The company serves employers and health plans with data-driven solutions and fosters a diverse, inclusive community with flexible opportunities.
Drive business development through client meetings, presentations, and thought leadership.
Review estate planning documents and provide strategic recommendations to enhance client planning.
Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.
Provide comprehensive executive support and strategic program management to senior leadership in a fast-paced, remote-first environment.
Coordinate cross-functional initiatives, track strategic programs, and ensure accountability across Sales, Marketing, Finance, Product, and People Operations.
Leverage AI, automation, and productivity tools to streamline workflows and improve team effectiveness.
Our partner is a global customer-facing organization that leverages AI and automation to drive operational excellence. They offer a fully remote work environment with a collaborative, transparent, and innovation-driven culture, focusing on professional growth and cutting-edge productivity tools.
Serve as a senior security and compliance advisor for clients in finance, VC, PE, and biotech, translating complex requirements into practical action plans.
Lead consultative conversations on governance, risk, controls, AI adoption, and audit readiness, delivering clear executive-level recommendations.
Build and refine Outpost's service delivery playbooks, templates, and documentation to scale the offering and improve client experience.
Pliancy is fundamentally changing how businesses value technology, specializing in IT support for life sciences, capital management, and startups. With a people-first culture, the company prioritizes curiosity and empathy, investing in long-term employee success.