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The Account Executive in Digital Sales is responsible for driving new business, managing the sales cycle, and building relationships in the SaaS financial services and healthcare technology space.

Manage and grow relationships with asset managers, advisors, broker-dealers and platforms; oversee service delivery and issue resolution; provide expert knowledge of retail alternative investments; coordinate cross-functional teams; lead staff; ensure regulatory compliance; analyze performance and reporting; improve procedures and support business development.

Client-facing role managing relationships for retail alternative investment clients. Coordinate support, incidents, implementations, and events; ensure service quality, collaborate with sales/support, recommend process improvements, and manage moderate-complexity projects to drive client satisfaction and operational efficiency.

The Senior Associate in Middle Office Operations manages client relationships, provides support for various financial products, handles cash reconciliation, and collaborates with internal departments on trade settlements.

Provide daily, monthly, quarterly, and annual trust accounting and managed services using Black Diamond Trust software. Process and reconcile cash, securities, trades, corporate actions and funds movements; support clients, research and resolve issues, meet deadlines, document processes, and collaborate with client relationship and internal teams to ensure accurate, timely operations.

Partner across business units to map data systems, analyze marketing performance, build executive-ready dashboards, automate reporting, and improve data quality and governance to drive campaign optimization, attribution, forecasting, and strategic recommendations.

Lead design and delivery of enterprise learning programs across Sales, Client Service, Operations, and Technology. Partner with stakeholders to assess needs, create instructor-led and digital learning, coach employees, administer LMS, measure training effectiveness, and leverage AI and modern authoring tools to scale and improve outcomes.

Plan, coordinate, and execute software deployments, automate CI/CD pipelines, produce deployment documentation and runbooks, validate post-deployment functionality, troubleshoot deployment issues, provide weekend upgrade support, and collaborate with development, QA, and support teams to ensure reliable production releases.

Lead end-to-end digital marketing strategy to drive demand, pipeline, and revenue. Own channel mix, budget allocation, paid media, SEO (including LLM visibility), lifecycle marketing, conversion optimization, and analytics. Build and scale AI-driven automation and prototypes, manage agencies and multi‑million dollar media budgets, and partner with MarTech, product, sales, and business units to optimize performance and attribution.

The Senior Associate in Fund Accounting will handle cash reconciliation, trade processing, liaising with auditors, reviewing accruals, and interacting with investment managers.