You will need either a Wealth Management or a broader FS background within internal audit. This person won't be expected to participate in technical…
You will coach and develop them in retaining and growing their portfolio; building advocacy within our customer base through education, best practice usage, and…
We provide interactive investment reporting and analysis solutions for clients in the financial sector such as asset managers, family offices and various…
Participate in prospects conversations by phone as well as online or physical meetings (this includes preparation and follow-up).