Based in Greater New York, Miami, or a similarly metropolitan area in the EST time zone.
Previous experience in finance, ideally banking and/or wealth management.
Educated with degree from a good school, but not necessarily ivy league.
Responsibilities
- Act as liaison between client(s) and the company.
- Ensure client(s)'s needs, specific to our offerings, are met.
- Communicate client requirements to company stakeholders.
- Attend regular in-person and virtual meetings with clients.
- Provide subject matter expertise on client's usage of our offerings to company stakeholders.
- Provide input and thoughts on how offerings can be improved, as an SME and as someone with "finger on the pulse" of client.