Top Tech Jobs & Startup Jobs

Support asset-level data intake, validation, and exception triage for private markets. Ensure data quality and standardization, perform trend analysis to inform product and process improvements, coordinate onshore/offshore delivery, document operational logic, and collaborate with Product, Data, and Engineering teams to improve workflows and client reporting.

Drive new business within Wealth Management by prospecting single- and multi-family offices, building a sales pipeline, delivering presentations and demos, negotiating contracts, collaborating with internal teams for onboarding, and providing forecasts while tracking industry trends.

Lead strategic client relationships with institutional and wealth management clients to drive adoption, retention, expansion, and ROI. Collaborate cross-functionally, present business reviews to senior stakeholders, own renewals, and grow net dollar retention.

Manage and grow strategic relationships with enterprise clients, drive product adoption, retention, expansion, and renewals. Collaborate with Product, Implementation, Support, Sales, and Leadership to deliver ROI, conduct business reviews, and increase net dollar retention.