Teams at Flourish

Owner of end-to-end client relationships and new business origination for RIAs; manage pipeline and CRM, drive product adoption, share client feedback cross-functionally, develop growth strategies, and travel to clients and conferences (under 50%).

The Risk & Controls Associate will monitor risk, advise on controls, assist with risk assessments and audits, and collaborate with stakeholders.

The Business Development Representative will generate leads, schedule meetings, manage new markets, and contribute to sales operations, with potential growth into closing new business.