Remote Account management Jobs • Personal Investing

1 results

Job listings

North America 4w PTO

The role involves developing, nurturing, and converting new active trading clients and managing ongoing client relationships to ensure high engagement and reduce attrition. The candidate will work the entire sales cycle, nurture leads, and increase Wealthsimple's share of wallet. They'll also identify cross-sell opportunities, provide product feedback, and achieve quotas through various communication channels.