Teams at Waystone

Lead and manage client relationships for investment fund clients, coordinating with investment managers, boards, and service providers. Ensure operational effectiveness, governance, regulatory compliance, and commercial profitability. Develop account plans, capture opportunities for cross-sell/upsell, maintain Salesforce records, represent Waystone at board meetings, and drive process improvements and regulatory change projects.

The Sales Development Representative generates new business by identifying and nurturing leads, conducting outreach, qualifying prospects, and managing the sales pipeline. They collaborate with marketing and sales teams while staying informed on industry trends.

Lead and support cyber consulting engagements including vulnerability and cloud security assessments, Microsoft 365 reviews, third-party risk, phishing simulations, incident response exercises, tooling and managed services operation, client reporting and proposals, and mentoring junior team members.