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20 Days AgoSaved
In-Office
Boston, MA, USA
110K-150K Annually
Senior level
110K-150K Annually
Senior level
Fintech • Payments • Financial Services
Drive adoption of AGF investment strategies across U.S. wealth platforms by engaging advisors and platform stakeholders, building pipeline through outreach, supporting platform due diligence and RFPs, assisting SMA/UMA, model portfolio and ETF initiatives, coordinating with investment and product teams, and maintaining CRM records to support platform-centric sales and adoption outcomes.
Top Skills: Salesforce
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