Drive new subscription sales and expand existing Preqin accounts across a Midwest territory. Manage full sales cycle, build pipelines, deliver demos and proposals, negotiate deals, and support renewals to achieve quota and revenue growth.

Supports sales, client engagement, onboarding, implementation, and operations for option overlay strategies. Responsibilities include driving adoption among financial advisors, preparing proposals, providing portfolio guidance, managing account opening and documentation, coordinating with custodians, resolving implementation issues, supporting trade reconciliation, improving processes, and maintaining compliance and risk controls.

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.