Job Description
Role:
As a Client Success professional for our Family Office segment, you will lead both the upfront acquisition and the long-term relationship management of our highest-value institutional clients. You will own the full lifecycle spanning B2B enterprise sales, onboarding, and post-sales account management. This role requires a professional who possesses deep domain knowledge in investment or wealth management and can navigate complex financial ecosystems with absolute credibility.
Responsibilities:
- Strategic Prospecting: Identify, target, and initiate relationships with key decision-makers, principals, and chief investment officers within Family Offices.
- Solution Pitching: Conduct sophisticated platform demonstrations tailored to the precise investment, structuring, and wealth management pain points of institutional investors.
- Onboarding & I...