Wealth Platform Account Executive: Drive Client Outcomes
Insight Global
Insight Global is seeking an Account Executive for their wealth platform in New York. The role involves connecting with prospective clients to understand their financial goals and matching them with suitable advisors. Candidates should have 1-3 years of sales experience, RIA experience, and a Bachelor's degree in finance or business. Join a company committed to integrity and creating a diverse and inclusive workplace. #J-18808-Ljbffr Insight Global
- ...their risk management outcomes, modernize their... ..., employee and executive benefits, investment... ...leads client strategy and service... ...Setup and maintain account details, contacts,... ...Understands new technology platforms quickly Skilled... ...platforms while driving effectiveness and...PlatformWork experience placement
$100k - $120k
...VP, Account Executive - Client Service New York, New York, United States Guidepoint... ...conversations Drive upsell, cross-sell, and package... ...the LinkedIn Learning platform ~ Friday happy hour, "Summer... ...create connections that offer a wealth of perspectives. We are...PlatformContract workSummer workWork at officeWorldwide$60k - $68k
...built to stop the scroll and drive measurable impact.... ...of proprietary technology, platform partnerships, and longstanding... ...intelligence to drive measurable outcomes across the full funnel -... ...Coca-Cola. Job title Account Executive, Client Services Reporting of the...PlatformSeasonal workWork at officeLocal areaRemote workFlexible hours$90k - $110k
...Position: Private Client Account Executive Employment Status: Full-Time, Remote Optional About Us:... ...visiting with clients, family offices, wealth advisors and responding to their... ...clients are extremely satisfied with the outcome. Drive renewal process by analysis of client...SuggestedFull timeWork at officeRemote work- ...Nevis Enterprise Account Executive Nevis is building the world's first AI wealth management platform. We are building the system... ...more time with clients. In the future, every... ...tied to measurable outcomes. Build executive... ...with Post Sales to drive successful customer...Platform
$238k - $297.5k
...Management. Our platform enables organizations... ...to continue driving our platform forward... ...Enterprise Account Executive to drive net-new... ...measurable business outcomes, this role offers... ...capital markets, wealth & asset management... ...deal due-diligence, client onboarding, loan...PlatformLive inWork at officeShift work3 days per week$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and... ...separately managed accounts (SMAs), managing over $20... ...Income Solutions, you will drive client engagement, marketing... ...outlook, and product platform. Proactively communicate...PlatformFull timeTemporary workPart time- ...Associate Director, Private Wealth Client Services with 5+ years of experience... ...strong relationships and to drive retention and growth by... ...on multi‑custodial platforms Serve as a primary lead for... ...credit/margin Establish 529 accounts Manage client donor advised/...PlatformWork at officeLocal area
- ...insights in a single platform, avoiding the... ...financial outcomes. We are a fast... ...serving hundreds of clients, and we are... ...Sales Director to drive new business... ...and strategic accounts. We’re a product... ...Operations, and the Executive Leadership team... ...worked in wealth management, a family...PlatformFull timeWork at officeRelocation
$125k - $250k
...opportunity to help clients across the globe... ...plans, sovereign wealth funds, insurance companies... ..., high net worth accounts, and mutual funds,... ...also manages a platform of advanced beta... ...strategy and execution for specific product... ...offer investors Drive to execute a business...PlatformFull timeTemporary workPart timeWork at office- ...media and technology company, is seeking an Account Executive in New York to drive sales revenue across its media platforms. The ideal candidate has strong sales experience... ..., and a proven track record in building client relationships. You will focus on developing new...PlatformWork at office3 days per week
- ...Account Executive - Client Services Pubity Group is the largest Gen Z social publisher in the world... ...and inspiring on Pubity, driving meme culture on Memezar or delighting... ...content campaigns across Pubity Group's platforms. Working closely with Account Managers...Platform
- Job Description One of our top software wealth management clients is looking for an Account Executive for their wealth platform to join their dynamic team. The Account Executive's responsibility will be to connect with prospective clients, understand their financial goals...Platform
- ...Account Executive Arch is a financial technology... ...insights in a single platform, avoiding the... ...better financial outcomes. We are a fast... ...serving over 400 clients, including several... ...Account Executive to drive new customer... ...previously worked in wealth management, a...PlatformFull timeWork at officeRelocation
- ...that can change your trajectory. DDN is looking for an Account Executive / Client Director to drive new business and territory growth with organizations... ..., storage, compute, networking, and data platforms required to support the next generation of applications...PlatformShift work
$280k - $360k
...Enterprise Account Executive New York, New York,... ...Expert Intelligence platform for Financial... ...initiative, velocity and outcomes.... ...strategies to engage new clients as well as expanding... ...natural curiosity and drive to learn, adapt,... ...disability. Wealth: Support for...PlatformTemporary workWork at officeWorldwideVisa sponsorshipFlexible hours$100k - $150k
Overview At Addition Wealth, we’re on a... ...financial wellness platform. We are pioneering... ...for an Enterprise Client Success Manager to... ...important enterprise accounts. You’ll be a partner... ...stakeholders to drive long‑term growth.... ...relationships and measurable outcomes. You’re a hands‑...PlatformRemote workWork from homeFlexible hours$149k - $223k
...global data and AI platform empowering... ...portfolio, market and client data in a total portfolio... ...of the largest wealth management firms... ...As an Enterprise Account Executive, you will lead... ...for both driving new business and... ...deliver meaningful outcomes for clients. This...PlatformRemote jobH1bWorldwideVisa sponsorshipWork visa- ...join our team as Account Executives with a strong technical... ...be pivotal in driving revenue growth... ...encouraging enduring client relationships and... ...: Employ your wealth of sales... ...understanding of the agent platform, how to configure... ...to business outcomes. A proven track...Platform
- ...Client Account Manager, App Dev Enterprise We're looking for a Client... ...the best of Reddit's platform capabilities. This team also... ...leading campaign strategy, execution, optimizations, and reporting to drive measurable business outcomes. Our Client Account Managers...PlatformWork experience placementWork at officeFlexible hours2 days per week1 day per week
- ...insights in a single platform, avoiding the need... ...better financial outcomes. We are a fast-... ...serving over 400 clients, including several... ...for post-onboarding account management, ensuring... ...worked in wealth management, a family... ...discussions that drive the growth and direction...PlatformFull timeContract workWork at officeRelocationWeekend workAfternoon shift
$128k - $160k
...global data and AI platform empowering... ...portfolio, market and client data in a total portfolio... ...‑minded Senior Account Executive to continue... ...responsibility for both driving new business and... ...meaningful outcomes for clients. This... ..., ideally within wealth management or financial...PlatformH1bRemote workWorldwideVisa sponsorshipWork visa- ...extending our clients’ commercial agility... ...Senior Client Executive - Anaplan (... ...banking, insurance, wealth management, and... ...of Strategic Accounts Manage a small... ...customers, driving land-and-expand... ...successful client outcomes Travel to client... ...the Anaplan platform (e.g. Consulting...PlatformRemote workShift work
$154.9k - $279.3k
...Employees enjoy multiple wealth-building... ...Overview As the Sr Account Executive, Federal Sales,... ...leads and expand the client base. Develop... ...value opportunities. Drive new business... ...activities using our CRM platform to maintain... ...compliance and favorable outcomes. (Preferred) CRM...PlatformFull timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours$135.1k - $189.2k
...We're looking for a Senior Client Account Manager to join our App Dev... ...leveraging the best of Reddit’s platform capabilities. This team also... ...leading campaign strategy, execution, optimizations, and reporting to drive measurable business outcomes. Our Client Account Managers...PlatformWork experience placementWork at officeFlexible hours2 days per week1 day per week$111k - $186k
## Sr. Account Manager, Client ServicesApplylocations: Minneapolis: Chicago:... ...? Our proprietary MarTech platform, EMRge helps businesses transform... ...major client accounts, driving measurable business outcomes with both analytical rigor and executive presence. This role is...PlatformWork at office$95k - $110k
...which has more than 2,000 active clients worldwide, is seeking Account Executives to close $5k to $20k+ ACV deals to... ...Customer Relationship Management) platform designed for modern teams, particularly... ...at Help Scout, where she helped drive astronomical revenue growth. The...PlatformRemote jobFull timeLive inWork from homeWorldwideHome officeFlexible hours$197.23k - $228.75k
...experiences across platforms and devices.... ...insights that drive people-based marketing... ...The VP, Client Partner is a senior... ...selling, executive relationship management... ...business outcomes. You will partner... ...Drive account planning, forecasting... ..., insurance, wealth management, or...PlatformPermanent employmentFull timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$230k - $350k
...measurable business outcomes. With 600+ AI... ...50+ enterprise clients, and five... ...Insurance and Asset & Wealth Management... ...capabilities at the executive level, and aggressively drive a "land and... ...for your accounts. While day‑to‑day... ...transformation, cloud data platforms (Databricks,...Platform- ...interpersonal skills and interest in client services? We are looking for... ...pension plans, sovereign wealth funds, central banks,... ...POTENTIAL Contribute to a broad platform that serves as the client’s main... ...life‑cycle events of client accounts, including implementation of...PlatformWork experience placement
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