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Fintech • Information Technology • Financial Services
The Internal Wholesaler builds relationships with Financial Advisors, providing investment insights and supporting regional sales teams to drive sales and client satisfaction.
Fintech • Information Technology • Financial Services
The role involves managing the full sales cycle, developing new business opportunities, and expanding account revenue in the financial services sector.
Fintech • Information Technology • Financial Services
The role involves leading client engagement strategies, managing client relationships, and overseeing a team to drive client retention and growth. Responsibilities include coaching team members, establishing governance with stakeholders, and collaborating with various internal teams to enhance the client experience and address their investment needs.
