Client Success - Family Office

Role:

As a Client Success professional for our Family Office segment, you will lead both the upfront acquisition and the long-term relationship management of our highest-value institutional clients. You will own the full lifecycle spanning B2B enterprise sales, onboarding, and post-sales account management. This role requires a professional who possesses deep domain knowledge in investment or wealth management and can navigate complex financial ecosystems with absolute credibility. 

Responsibilities:

• Strategic Prospecting: Identify, target, and initiate relationships with key decision-makers, principals, and chief investment officers within Family Offices. 
• Solution Pitching: Conduct sophisticated platform demonstrations tailored to the precise investment, structuring, and wealth management pain points of institutional investors. 
• Onboarding & I...