Weekday AI
Wealth Management
BusinessDevelopmentWealthManagementPartnerships
“Business Development - Wealth Management Partnerships at Weekday AI. Skills: Wealth Management, Partnerships, Revenue Growth, Client Acquisition. Establish and nurture strategic partnerships with wealth management firms, family offices, PMS/AIF platforms, and financial advisors.. Accelerate revenue growth by broadening the distribution of structured fixed income investment products through partner networks.”
What You'll Achieve.
Accelerate revenue growth; Meet and surpass revenue targets
Industry & Context.
Analytical Skills
What They're Looking For.
Must Have
At least 5 years of experience in private wealth management, institutional sales, or financial product distribution., Demonstrated success in meeting and surpassing revenue targets within the financial services industry.
Nice to Have
MBA, CA, or B. Com degrees preferred, along with specialized certifications such as NISM V-A or Certified Wealth Manager (CWM)., Additional professional certifications (e. g. , CFA, CA, FRM, CFP) are considered a plus.
What You'll Do.
Establish and nurture strategic partnerships with wealth management firms
and financial advisors.
Accelerate revenue growth by broadening the distribution of structured fixed income investment products through partner networks.
Forge new business relationships within the HNI/UHNI wealth sector and reinforce existing institutional partnerships.
Lead and guide a team focused on partner engagement
and client service delivery.
Ensure smooth transaction processing
and compliance with regulatory requirements throughout all partner interactions.
How You'll Work.
Team & Collaboration
Collaboration with senior leadership and key stakeholders across the financial services sector.
Communication Scope
Financial Communication
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