The Senior Account Executive will own and scale revenue growth within the RIA channel by managing the full sales cycle from prospecting to contract execution. They will also focus on expanding existing accounts through multi-product adoption and maintaining strong relationships with C-suite stakeholders.
The Sr. Analyst will manage investor data, execute KYC/AML onboarding, and handle complex client requests within the alternative investments portfolio. They will also drive operational remediations and collaborate with cross-functional teams to ensure high-quality service delivery.
The Sr. Analyst will manage day-to-day capital activity execution, transaction processing, and account reconciliations for alternative investment portfolios. They will also collaborate cross-functionally to streamline investment flows and enforce strict financial controls and risk mitigation protocols.
Drive net-new and expansion revenue within the RIA market for the West Coast territory. Manage the full sales lifecycle from discovery to contract execution while collaborating with Marketing and Product teams.
Drive net-new and expansion revenue within the RIA market for the West Coast territory. Manage the full sales lifecycle from discovery to contract execution while collaborating with Marketing and Product teams.
