Supports strategic wealth management and enterprise clients through account management, client meetings, project coordination, and cross-functional execution. The role requires 2–5 years of customer-facing experience, strong organization and communication skills, and the ability to grow into independently managing enterprise accounts.
Manage critical bank partnerships, drive joint initiatives, and build partner management models for an embedded tax platform. Requires experience in partner management or business development, ideally in financial services.
Supports strategic wealth management and enterprise clients through account management, client meetings, project coordination, and cross-functional execution. The role requires 2–5 years of customer-facing experience, strong organization and communication skills, and the ability to grow into independently managing enterprise accounts.
Manage critical bank partnerships, drive joint initiatives, and build partner management models for an embedded tax platform. Requires experience in partner management or business development, ideally in financial services.