You will own a product area across multiple releases, driving the end-to-end design process from concept to execution. This involves building working prototypes, conducting research, and collaborating with cross-functional teams to deliver intuitive and high-quality user experiences.
You will own and close a pipeline of enterprise opportunities by driving net-new business and expansion within existing wealth and banking accounts. You will also partner with leadership to adapt account strategies and build high-trust relationships with C-suite executives.
You will own advisor engagement within target wealth firms by executing outbound outreach and conducting product demonstrations. Your role involves building relationships with advisors to develop champions and supporting the broader enterprise sales process.
